Legal Administrative Assistant

Insight Law is a growing boutique law practice focused on estate planning, trust administration, and business planning. Our goal is to develop long-lasting supportive relationships with our clients and their families.

We are seeking a full-time Legal Administrative Assistant to provide support to our firm and our clients as described below. This job is fully onsite at our office in Ashburn, VA.

Duties

• Enter data for new clients from intake forms; identify and request documentation from the client.
• Review forms and documents signed by clients for completion and accuracy, then send instructions and forms to institutions for processing.
• Upload confidential documents for clients’ review to their secure portals.
• Update internal notes in firm’s practice management software.
• Assist with other projects as needed.
• Cyclical report generation and data updates: This role entails a high volume of report generation during the last quarter of the year and increased data entry during the first quarter of the year based on updated information provided by our clients as part of their annual renewal and review process.
• Scanning documents and maintaining complete and accurate files.
• Printing and assembling client documents

Desired Skills/Qualities

• Comfortable with repetitive data entry tasks that require sustained alertness, attention to detail, and the patience to double-check work.
• Able to notice when something doesn't look right based on previous patterns observed.
• Comfortable with flagging discrepancies and asking questions about potential issues.
• Pays close attention during training, references instructions and resources, and incorporates feedback.
• Proficient in Microsoft Office Suite, Adobe Acrobat, and familiar with navigating desktop and browser-based databases such as CRMs.
• Very comfortable with technology and able to learn new systems quickly.
• Experienced in securely handling confidential client and business information with discretion, taking appropriate measures to protect physical and digital information.
• Organized individual with excellent time management skills, able to prioritize tasks independently and track follow-up items effectively.
• Strong written and verbal communication skills, including experience corresponding and speaking with clients in a professional setting.
• Able to reference written instructions and follow established procedures.
• Confident in taking the initiative to propose and implement solutions when noticing areas for process improvement.
• General office experience (answering phones, scanning, copying, filing, mailing, shipping).
• Prior experience in legal or financial settings (preferred but not required).

We are a small, experienced team that supports many clients with complex planning needs, so we are very intentional about using our time efficiently each day. Success in this environment requires a strong ability to take initiative, self-direct, and be comfortable managing your own workload. While seeking to respect each other's time and focus, we are a collaborative, friendly group that will stop by each other's desks to share ideas and ask questions.

We are seeking an individual who enjoys the type of clerical work described above. This role involves providing essential firm support by managing routine tasks that allow our attorneys and paralegals to focus on complex planning matters.

If this sounds like a good fit based on your interests and experience, we are interested in hearing from you! To apply for the position, please provide a cover letter and résumé to mt@insightlaw.net.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Ashburn, VA 20147 (Required)

Ability to Relocate:

• Ashburn, VA 20147: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $60,000