Legal Administrative Assistant
Our client is one of the fastest-growing mid-sized law firms in Pennsylvania, the 44th-largest in the state, and a Top Workplace for seven consecutive years. They are hiring a Legal Administrative Assistant to support the attorneys in their Private Client Services Group.
The group's practice is trusts and estates for business owners, executives, professionals, high-net-worth individuals and families, fiduciaries, trustees, and closely held businesses - estate and tax planning, business succession, charitable planning, asset protection, and trust and estate administration.
This is a defined, senior team: three partners, three counsel, one associate with a second joining, one other administrative assistant, and a paralegal.
WHAT YOU'LL DO
- Manage detailed calendars for multiple attorneys, and prioritize meeting requests and the logistics behind them
- Coordinate client meetings, signing appointments, internal and external meetings, Zooms, and conference calls
- Track fiduciary deadlines, tax-related due dates, and follow-up items across several attorneys' matters
- Prepare, proofread, format, and revise correspondence, engagement letters, estate planning binders, and trust and estate administration materials
- Support active matters - organizing client materials, coordinating documents, and maintaining matter files
- Handle extensive client contact by phone, email, and in person, alongside communication with fiduciaries, trustees, financial advisors, accountants, and other outside professionals
- Review and edit pre-bills, and compile and process a high volume of monthly attorney billing
- Open, maintain, and close client files, and keep filing and retrieval systems organized
- Provide backup coverage for other legal support staff
- Significant experience as a legal administrative assistant supporting multiple attorneys in a busy transactional practice. 10+ years is preferred.
- Trusts and estates experience is a plus, not a requirement. A strong legal administrative assistant from a private client services, tax, corporate, or similarly sophisticated transactional practice will be considered.
- Real experience with complex attorney billing, calendar management, document preparation and file organization
- Strong initiative, sound judgment and discretion, with the ability to work independently and manage competing priorities
- Excellent written and verbal communication, and the client service instincts to deal directly with clients and outside advisors
- Proficiency with Microsoft Office, time entry and billing software, and document management systems
- Comfortable maintaining confidentiality in a client-facing environment
- Hybrid: Conshohocken office at least three days per week, where most of the group sits
- Occasional days at the Philadelphia office as needed