What are the responsibilities and job description for the Trusts & Estates Legal Assistant position at Stevens & Lee, P.C.?
Powerful Partnerships. Standout Solutions.
Stevens & Lee is a full-service law firm with approximately 200 attorneys in 16 offices in Pennsylvania, New Jersey, NYC, Boston, and Wilmington DE. We provide services to a wide range of business clients from lower middle-market to Fortune 500 companies – on a regional and national basis. The law firm is part of The Stevens & Lee Companies , a diversified professional services firm with synergistic lines of business, including an investment bank and other complementary financial and consulting services organizations.
Job Overview
At Stevens & Lee, the Legal Assistant plays a vital role as an administrative team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients.
The Legal Assistant is multi-dimensional position drawing upon a variety of skills and competencies, best suited for an organized, self-starter who enjoys assuming responsibility and learning new things.
Primary Responsibilities ( responsibilities include but not limited to )
- Support attorneys and paralegals in the Trusts & Estates Practice Group.
- Communicate with clients as directed by attorneys in a respectful and professional manner.
- Assist clients with the execution of estate planning documents.
- Provide support for estate projects from inception to completion.
- Submit Conflict Checks, open new client matters and create New Business Memos as directed by attorneys.
- Work with various court systems processing paperwork and e-filings, running docket reports, and maintaining docket search charts.
- Partner with the firm’s Finance Department to produce monthly attorney billing; process and submit check requests and complete attorney expense reports.
- Draft legal documents, prepare letters, correspondence, reports, and presentations as needed; proofread and ensure accuracy of all materials.
- Make redactions, conduct bates numbering, and compile document productions.
- Coordinate attorney calendars, set-up meetings, conference calls, and make travel arrangements.
- Manage all incoming and outgoing U.S., certified and Fed-Ex mail per attorney request.
- Welcome clients and greet visitors with a helpful, positive, and professional attitude.
- Answer direct-line phone calls in a professional manner and route as necessary.
- Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.
Skills & Competencies
Qualifications
Interested candidates should submit a resume and cover letter to : jobs@stevenslee.com .
In compliance with federal and state equal opportunity employment laws, The Stevens & Lee Companies is an affirmative action / equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age, or gender.
