Downtown Pittsburgh law firm is in need of an experienced Legal Assistant for their Trusts & Estates department.
Duties will include:
- Type correspondence, memoranda and other legal documents in a timely manner with a high degree of accuracy.
- Maintain files, photocopying, read and sort mail, prepare and update estate planning binders, coordinate scheduling and other duties as needed.
- Process, proof and review and edit bills and invoices.
- Interact with clients, financial advisors, accountants, attorneys, and other staff; schedule and proactively prepare files and documents for meetings.
- Prepare finished estate planning documents for signing; assist with signing; notarize documents; scan executed documents; assemble executed documents.
- Prepare final estate planning letter which includes copies of executed estate planning documents and recommendations for beneficiary designations and trust funding.
- Track and manage important dates, deadlines, client meetings, court appearances, internal deadlines, and other critical legal events.
Requirements:
- Knowledge of financial and legal management principles in order to assist with the responsibility for the firm’s Trusts and Estates Department.
- Professional verbal and written communication skills
- Proficient MSOffice skills to include
- Experience using a Document Management System and Billing Software preferred.
- Excellent organizational and attention to detail skills.
To apply for this job email your details to pancoaststaffing7@gmail.com
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