Job Description

About the Role:

We are seeking a detail-oriented and organized Administrative & Legal Assistant to provide clerical, administrative, and client support for our practice. This individual will play a key role in managing case files, preparing estate planning documents, assisting with discovery requests, and supporting day-to-day office operations.

Key Responsibilities:

• Perform general administrative and clerical tasks to support daily operations.
• Maintain and update case management database, including tracking case statuses, logging client communications, and closing files.
• Communicate regularly with clients by sending reminders, providing updates, and offering general assistance.
• Assist in preparing and revising estate planning documents, including merging questionnaires with templates, drafting and editing language, and developing questionnaire templates.
• Organize and manage electronic and physical files, records, and legal documents.
• Manage office supplies, including ordering and inventory tracking.
• Schedule and coordinate appointments, meetings, and calendars.
• Handle incoming and outgoing mail, including scanning, organizing, and distribution.
• Greet and provide general support to office visitors.
• Answer and direct phone calls with professionalism and proper etiquette.
• Post and manage basic social media content.
• File legal documents both in person and electronically as required.
• Assist in organizing and preparing discovery requests and responses.
• Perform other related duties as assigned.

Qualifications:

• Bachelor’s degree preferred; relevant experience may substitute.
• Prior administrative or legal assistant experience a plus.
• Strong organizational skills with excellent attention to detail.
• Exceptional written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office Suite and database management systems.
• Professional demeanor, reliability, and strong client service orientation.

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