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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
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Act as primary point of contact for assigned attorneys, coordinating workflow and delegating tasks when appropriate
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Prepare, proofread, and manage legal documents, pleadings, and correspondence
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Maintain attorney calendars, schedule meetings, and arrange travel and itineraries
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Assist with client billing, tracking alternative fee arrangements, and matter budgets
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Open new client matters, perform conflict checks, and manage file intake
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Handle incoming and outgoing mail and faxes, ensuring all attachments are included
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Track CLE and membership requirements for attorneys and support general administrative needs
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Work collaboratively within a Practice Support Team, sharing responsibilities and supporting overflow work
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Maintain strict confidentiality while demonstrating exceptional attention to detail
Qualifications & Skills
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3-5 years of legal experience, preferably with a focus on Private Wealth
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High school diploma or GED required; 2-year degree preferred
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Strong organizational skills, ability to manage multiple priorities, and excellent client communication
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Typing speed of at least 60 WPM
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Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat
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Experience in document management, transcription, and executive-level calendar support is a plus
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Positive attitude, collaborative mindset, and commitment to longevity in the role
Why You’ll Love Working Here
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Hybrid Schedule – Flexibility to work one day from home each week
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Competitive Salary & Benefits – Includes healthcare, retirement planning, and paid parking
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Collaborative Culture – Join a supportive team with mentorship and professional growth opportunities
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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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