Trusts & Estates Legal Administrative Assistant

Trusts & Estates Legal Administrative Assistant

FLSA Status: Non-Exempt

Reports To: Office Manager

Jackson Walker, Texas’ largest law firm, has an exciting full-time employment opportunity for a Legal Administrative Assistance to the Trust & Estates Practice Group (“PG”) in our Fort Worth office. This role provides strong administrative support to attorneys whose work focuses upon the areas below –

• Establishing the formal structures and educating family members on how to satisfy their family goals, including securing the family wealth for themselves and future generations and adhering to their charitable desires.
• Estate planning and the administration of estates and trusts, with a particular emphasis on complex federal tax issues and the preservation of wealth through efficient transfer techniques.
• Wealth preservation strategies and estate plans that minimize their estate, gift and income tax exposure, maintain family harmony, and optimize charitable desires.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Specific duties of this position include, but are not limited to:

• Providing timely and courteous communication to clients and attorney(s) when answering phone calls and relaying messages
• Assisting with accurate timesheet entry, review and revision; participate in timely billing review and submission
• Calendar management – coordinating and scheduling travel, meetings, and appointments for attorneys
• Manage hard copy documents and profile electronic documents/e-mails
• Distribution of correspondence and legal documents
• Perform other work-related duties as assigned

QUALIFICATIONS:

• Must be highly organized and able to manage multiple concurrent projects
• Comfortable communicating with clients in a professional manner
• Excellent knowledge of Microsoft 365, especially Word and Outlook
• Working knowledge of legal documents, formatting, table of contents, styles, track changes, pdf documents – inserting and labeling, converting pdf documents to Word
• Experience working with a document management system (iManage experience a plus)
• Good grammatical and writing skills
• Ability to multi-task and work closely with attorneys in a fast-paced busy role
• Demonstrate the ability to think critically and show initiative
• Ability to handle confidential documents and information appropriately

Education:

• Bachelor’s degree from an accredited college or university preferred
  • High school diploma or GED required

Years of Experience:

• Minimum of 3 years’ experience
• Prior law firm experience preferred

Working Conditions:

• Normal office environment with little exposure to excessive noise and temperature.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.

We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, veteran status, sexual orientation, gender identity, marital status, pregnancy, genetic information, or any other characteristic protected by law and will not be discriminated against on the basis of disability. It is our intention that all qualified applicants are given equal opportunity and that employment decisions be based on job-related factors.