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Reputable firm seeking a T&E Assistant with 1+ years’ experience in trusts and estates.
Law firm is seeking an energetic and detail-oriented full-time Legal Assistant to join their Estate Planning practice group in the Manchester, NH office. The ideal candidate is a professional with a desire to further their career in the legal field and must demonstrate the ability to work as a member in a fast-paced team environment, in addition to working independently. They should be able to quickly adapt to new circumstances and juggle multiple tasks at once. The responsibilities assigned to this role include:
Duties include, but not limited to:
- Contacting potential new clients
- Scheduling appointments and meetings for Attorneys, as needed, and otherwise manage Attorney calendars
- Conducting conflict checks
- Assisting with opening and closing of files
- Assisting with managing case database and status tracker
- Assisting with finalizing original Estate Planning binders for clients
- Drafting correspondence to clients, interested parties, and the Court
- Preparing files for Attorney meetings
- Assisting with client invoices and billing
- Managing prior client requests for estate planning documents or files
- Receiving, scanning, and distributing incoming and outgoing mail correspondence
Requirements:
- Minimum of 1-3 years’ experience in trusts and estates, or related fields is preferred
- Strong communication skills via phone and email with potential new clients and existing clients
- Strong computer skills in Microsoft Office, Outlook, Excel, Adobe, scanning and maintaining electronic files is a plus
- Attention to detail and proofreading skills
- Must have excellent administrative skills with the ability to multi-task under pressure and prioritize
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