Estate Planning Legal Assistant jobs in United States
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Spot On Talent · 4 days ago

Estate Planning Legal Assistant

Spot On Talent is a highly respected law firm in uptown Dallas, seeking a dynamic and dedicated Estate Planning & Probate Legal Assistant to support their attorneys. The role involves providing vital administrative support, preparing legal documents, managing schedules, and ensuring efficient communication within the firm.

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Hiring Manager
Lynn Danen
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Responsibilities

Prepare, revise, and finalize various legal documents with a high degree of accuracy and attention to detail
Compose, draft, and proofread correspondence, ensuring clarity, professionalism
Manage appointments and meetings, maintaining a conflict-free schedule and ensuring all attendees are notified and prepared
Plan and organize travel arrangements and business itineraries, including booking flights, accommodations, and transportation
Professionally handle incoming calls, providing accurate information, resolving basic queries, and directing callers to the appropriate departments or staff members
Efficiently facilitate incoming and outgoing mail, including sorting, scanning, and distributing documents in a timely manner
Establish, manage, and maintain organized filing systems, ensuring documents are properly archived and easily retrievable when needed
Organize and schedule conference calls, ensuring all necessary participants are informed, the meeting agenda is set, and technical arrangements are made

Qualification

Estate planning experienceMicrosoft Office proficiencyLegal terminology knowledgeElectronic filing systemE-filing documentsNotary publicVerbal communicationWritten communicationOrganizational skillsAttention to detail

Required

5+ years of experience as an estate planning legal assistant, demonstrating your expertise in the legal field
Proficiency in Microsoft Office applications (Word, Outlook, Excel, PowerPoint), enabling you to efficiently produce high-quality documents
Excellent verbal and written communication skills, allowing you to effectively communicate with clients, attorneys, and firm personnel
Strong organizational skills and attention to detail
Knowledge of legal terminology and practices, demonstrating your deep understanding of the legal field
Ability to handle multiple calendars and draft administrative or court forms proficiently, showcasing your organizational and administrative skills
Experience with e-filing documents in federal and state courts, ensuring the efficient processing of legal documents

Preferred

Experience using an electronic filing system is a plus
Being a notary is a plus or open to becoming one with the firm's assistance

Benefits

Performance-based bonus
Full benefits
Parking is paid for
Flexible hours

Company

Spot On Talent

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Spot On Talent is a staffing & recruiting services.

Funding

Current Stage
Early Stage

Leadership Team

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Cindy Strand Yared
CEO & Founder
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Beth Gadau
Sr. Talent Acquisition Partner
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Company data provided by crunchbase