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Job Title: Private Wealth Legal Assistant
Location: Phoenix, AZ
Schedule: Hybrid - 4 days in-office, 1 day remote
Salary: up to $90,000, Depending on Experience

About the Role
We are seeking a skilled Private Wealth Legal Assistant to provide high-level administrative and legal support to a Private Wealth Practice Group in Phoenix.

Key Responsibilities

• Act as primary point of contact for assigned attorneys, coordinating workflow and delegating tasks when appropriate

• Prepare, proofread, and manage legal documents, pleadings, and correspondence

• Maintain attorney calendars, schedule meetings, and arrange travel and itineraries

• Assist with client billing, tracking alternative fee arrangements, and matter budgets

• Open new client matters, perform conflict checks, and manage file intake

• Handle incoming and outgoing mail and faxes, ensuring all attachments are included

• Track CLE and membership requirements for attorneys and support general administrative needs

• Work collaboratively within a Practice Support Team, sharing responsibilities and supporting overflow work

• Maintain strict confidentiality while demonstrating exceptional attention to detail

Qualifications & Skills

• 3-5 years of legal experience, preferably with a focus on Private Wealth

• High school diploma or GED required; 2-year degree preferred

• Strong organizational skills, ability to manage multiple priorities, and excellent client communication

• Typing speed of at least 60 WPM

• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat

• Experience in document management, transcription, and executive-level calendar support is a plus

• Positive attitude, collaborative mindset, and commitment to longevity in the role

Why You'll Love Working Here

• Hybrid Schedule - Flexibility to work one day from home each week

• Competitive Salary & Benefits - Includes healthcare, retirement planning, and paid parking

• Collaborative Culture - Join a supportive team with mentorship and professional growth opportunities

• Engaging Environment - Participate in team meetings, knowledge sharing, and career development programs

This is a great opportunity to join a dynamic, client-focused team in Phoenix while delivering high-quality administrative and legal support in a professional and collaborative environment.

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