Legal Assistant

Overview
We are seeking a dedicated and detail-oriented Legal Assistant to join our dynamic legal team. The ideal candidate will play a crucial role in supporting attorneys with various tasks, ensuring the smooth operation of our legal practice.

Duties:

• Perform clerical duties such as filing, scanning, and organizing documents.
• Review, prioritize, and respond to emails.
• Manage the calendar, including scheduling appointments.
• Draft, review, and implement various legal, insurance, estate planning, and annuity documents.
• Conduct legal research to support case preparation and strategy.
• Transcribe legal documents and maintain accurate records.
• Collaborate with team members to ensure deadlines are met and client needs are addressed.

Estate Planning Support:

• Prepare materials and folders for client meetings.
• Enter and organize client intake information.
• Make client confirmation calls .
• Assist with drafting engagement letters.

Signings & Follow-Up:

• Witness document signings when needed.
• Prepare client binders and copies of documents.
• Scan and store original signed documents

Office Support:

• Prepare and update marketing folders.
• Sort and distribute incoming mail.
• File original legal documents in storage.

Experience:

• Proven experience as a Legal Assistant or in a similar role is preferred.
• A self-starter with the drive to seek out opportunities and take initiative.
• Strong skills in legal research, writing, and transcribing documents.
• Knowledge of Estate Planning law regulations is a plus.
• Excellent organizational skills with attention to detail.
• Ability to manage multiple tasks efficiently.

If you are passionate about the legal field and possess the necessary skills, we encourage you to apply for this exciting opportunity to contribute to our team.