Legal Assistant - Private Client Services

Profile

Legal Assistant - Private Client Services - Philadelphia
The candidate processes original client documents including copying, scanning, creating (and updating) binders, transmitting documents to clients and preparing for vault storage; Maintains and updates ongoing client document status spreadsheet. Proactively implements and maintains highly effective office organizational systems. Provides general administrative support to legal professionals including maintaining calendars and schedules and processing incoming and outgoing mail. Types and proofreads engagement letters, correspondence, memoranda and other administrative documentation. Acts as a witness at the signing of estate planning documents if necessary, having the ability to maintain good public relations with clients, as well as observing confidentiality and attorney/client relationships. Coordinates and schedules meetings, including booking conference rooms, arranging catering, printing documents, and coordinating schedules. Manages expenses, including processing expenses for legal professionals and business development expenses. Coordinates the filing of gift tax returns and other administrative filings in connection with ongoing estate and trust administration. Performs other administrative and support duties as assigned. Special projects as requested. High School diploma (Associate’s or Bachelor’s Degree is preferred) with 3-5 years of related administrative or legal assistant experience is required. Specific knowledge of estate and trust documents/terminology is a plus.

Company info

Sign Up Now - EmploymentCrossing.com