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