What are the responsibilities and job description for the Legal Assistant position at Adams & Martin Group?
Legal Assistant needed in our Boca Raton office to assist our Trust and Estates department. The Legal Assistant plays a crucial role in supporting the practice group and boosting attorney efficiency by managing information and aiding in the delivery of legal services, including client interactions. This position demands a proactive attitude to ensure tasks are completed on time, exceptional organizational skills, keen attention to detail, and the ability to excel in a high-volume, fast-paced environment. Applicants should have at least 3 years of experience as a legal assistant, having worked at a law firm. Trust and Estates experience is a plus.
Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Provide legal administrative support to Trust and Estate attorneys and paralegals.
- Take client calls, connecting all incoming calls, including initial screening for potential clients.
- Responsible for all aspects of client intake including collection of all pertinent information, file opening, engagement documents, etc.
- Schedule and coordinate meetings including videoconferences, and conference calls.
- Manage attorneys' contacts, schedule, and calendar.
- Find and retrieve information from files.
- Assist with follow up on AR collection. Sends out reminder statements.
- Assist attorneys and paralegals in preparation for meetings.
- Maintain confidentiality of client information.
- Manage information through various firm databases, including but not limited to MS Teams, Word, Excel, iManage, and other platforms.
- Draft correspondence and send completed documents to client when necessary.
- Attend estate planning signings for clients when necessary.
- Sort and distribute prebills monthly
- Other duties as assigned
for consideration please send your resume to jsilva(@)adamsmartingroup.com
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Salary : $65,000 - $80,000
