Legal Assistant

The Legal Assistant supports clients in estate and long-term care planning while delivering high-quality service to both clients and internal staff. This role requires a strong understanding of firm procedures and a commitment to integrity and excellence. The ideal candidate will be detail-oriented, capable of managing multiple priorities, and skilled in both client communication and legal document preparation.

Essential Duties and Responsibilities

• Collect and organize client data and financial details into a comprehensive Client Information and Asset List.
• Attend client appointments with attorneys, serving as a witness and/or notary during document signings.
• Prepare and proofread client correspondence and internal communications.
• Answer incoming calls, route inquiries appropriately, and document messages for staff.
• File legal documents with relevant agencies, including county courthouses, the Department of State, IRS, Office of Veterans Affairs, and Department of Public Welfare.
• Perform general administrative tasks such as scanning, copying, mailing, filing, and assisting walk-in clients in accordance with firm policies.
• Order tax assessment cards and title searches for real estate matters.
• Support mailroom operations by sorting and logging incoming mail, faxes, and courier deliveries.
• Prioritize client satisfaction by addressing concerns promptly and professionally.
• Maintain strict confidentiality of client and personnel information in compliance with firm policies.

• Associate degree in Paralegal Studies, Legal Studies, accounting, finance, business or a related field preferred.
• Experience working in a professional office setting in one of the above areas preferred.
• Excellent written communication skills, with the ability to draft clear and concise legal documents.
• Strong ability to manage multiple tasks and deadlines simultaneously.
• Excellent attention to detail and accuracy in all work.
• Strong interpersonal skills, able to effectively interact with clients, attorneys, and court personnel.
• Proficiency in Microsoft Office Suite, Zoom, and legal software applications.