What are the responsibilities and job description for the Legal Assistant – Estate Planning and Elder Law position at Mandelbaum Barrett PC?
Purpose of Role:
We’re seeking a client-focused, full-time Legal Assistant to support our Elder Law, Special Needs, and Probate Litigation Group. The ideal candidate is a self-starter with strong communication skills, capable of managing attorney calendars, handling multiple phone lines, and assisting with potential new client intakes. This role involves streamlining office processes and enhancing client experiences while providing opportunities for growth. If you’re eager to learn and contribute, we want to hear from you!
Key Responsibilities:
- Conduct client intakes for potential new clients.
- Monitor and track legal files, ensuring timely follow-ups and accurate billing.
- Collaborate with attorneys to manage workflow, assignments, and client needs.
- Maintain attorney calendars, schedule meetings, and prepare agendas for team meetings.
- Assist with marketing and social media initiatives.
- Support accounts receivable, invoice processing, and collections.
- Open and organize new client files, adhering to proper procedures.
- Update and maintain client communication lists in HubSpot and Salesforce.
- Contribute to department projects, ensuring assignments are tracked and deadlines are met.
Qualifications:
- Minimum of 3 years’ experience in a legal support role, with a preference for Elder Law/Estate Planning experience.
- BA/BS degree or equivalent work experience.
- Proficient in legal software applications and Microsoft Office.
- Strong client service, problem-solving, and communication skills.
- Proactive and able to anticipate needs effectively.
- Capable of working efficiently under pressure in a fast-paced environment.
- Excellent interpersonal skills, with the ability to collaborate effectively at all staff levels.
The Perks:
- Competitive Salary & Comprehensive Benefits Package.
- Ongoing Opportunities for Professional Growth and Development.
- Immerse Yourself in a Collaborative and Supportive Work Environment, Recognizing and Celebrating Individual Contributions.
- Contribute to Our Firm’s Philanthropic Initiatives and Make a Positive Impact Beyond the Legal Realm.
- Make a Substantial Impact Within Our Esteemed Law Firm.
Application Details:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For more information on our firm and our culture, visit us at https://www.mblawfirm.com/.
