Law Firm · 2 weeks ago
Legal Assistant - Estate Planning
Bloomfield Hills, MI, US
Full-time
Onsite
Mid Level
3+ years expLaw Firm is currently recruiting for a Legal Assistant to work in the Estate Planning area of their Firm. The role involves assisting attorneys and paralegals in providing quality legal services to clients, including preparation of legal documents and maintaining calendars.
Law EnforcementLegalProfessional Services
Responsibilities
Exercises independent judgment in determining priority levels of all work assigned on a daily basis. Assures that high priority items are completed in a timely manner
Types, transcribes, revises, modifies and proofreads all correspondence, memoranda, notes, outlines, legal documents, charts, forms, etc., whether from drafts, originals or dictation, prioritizes assignments and meets specific deadlines on projects
Files electronic and non-electronic filings with various courts and other entities
Processes new clients and matters into new business intake (NBI) software system. Prepares and submits conflict check forms, screening forms and new matter request forms through NBI. Sets up engagement letters
Assist with numerous client tax returns throughout the entire calendar year and the annual tax deadline. Includes copying, scanning, binding, etc. for mailings
Assist with specialized filings and mailings which include copying, scanning etc. for mailing to the IRS
Create Corporate Records, including creation of stock certificate
Maintains and coordinates attorneys’ calendars including scheduling and reminding attorneys of appointments and various other dates
Makes travel arrangements and prepares itineraries
Initiates or gathers pertinent materials needed for assignments from files, Records Department, Legal Information Services, etc
Reviews and routes incoming mail not marked personal and confidential, if requested to do so. Prepares and processes outgoing mail, arranging for specialized mail or messenger services as required. Ensures all attachments, exhibits, and enclosures are included. Coordinates activities with Office Services, as needed
Answers and screens telephone calls. Assists callers independently on a regular basis. Exhibits the discretion to know when to contact the attorney concerning urgent or emergency calls and when to refer to another party
Enters and/or releases attorneys’ time, if required. Maintains list of all current billing numbers for assigned timekeepers
Prepares and submits expense reports
Maintains and organizes digital and hard files on request, working in conjunction with Records Department
Assists other administrative assistants with work overflow
Perform other responsibilities/tasks as requested
Qualification
Required
High school diploma or GED required; one to two years of post-high school education preferred
Three to five years of related work experience in a law firm. Experience in multiple practice areas, including estate planning and corporate finance required
Knowledge of state, federal and appeal court procedures, including Pacer and ECF filing procedures, is a plus
Proficiency in Microsoft Office Suite, including Word (styles and tables), Outlook, Excel and PowerPoint. Knowledge of NetDocuments, Intapp Open, FileTrail and Chrome River helpful. Ability to use a redlining tool
Excellent written and verbal communication skills, including grammar, spelling and proofreading
High level of organizational skills, with ability to multi-task and independently meet deadlines
Ability to deliver superior, professional services to all internal and external clients
Exceptional attention to detail required ensuring documents/correspondence are error-free. Must be meticulous in actively seeking out inconsistencies, errors, or missing information before moving forward
High degree of confidentiality regarding clients, guests, documents and conversations
Flexibility to work overtime when required
Typing speed of 55+ wpm
Company
Law Firm
Law Firm
11-50 employees
H1B Sponsorship
Law Firm has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Early StageLeadership Team
Larry Crabtree
Partner
Company data provided by crunchbase