What are the responsibilities and job description for the Legal Assistant/Paralegal position at Wilkinson & Finkbeiner, LLP?
Our Vision
Provide high quality, compassionate Family Law services to meet client objectives while offering healthy and positive support during times of transition.
The Role
Provide essential administrative support to our attorneys, interact with clients, and assist with billing and case management. Strong communication skills, proficiency in Microsoft Office and a collaborative attitude are key to success in this role.
Key responsibilities
- Proficiency in Microsoft Outlook, Word, and Excel for daily administrative tasks.
- Answer and route incoming calls, take and return messages in a timely and professional manner.
- Conduct initial phone interviews with potential new clients.
- Assist attorneys with scheduling client calls and meetings.
- Work within Clio Grow for case management related tasks.
- Generate, distribute and process Retainer Agreements.
- Track and log client payments.
- Send client thank you notes upon receipt of payments.
- Create new client folders.
- Review client billing each cycle to verify amounts for transfer and ensure billing accuracy.
- Assist with maintaining accounts receivable and monitoring client account statuses.
- Open, prioritizes, and distributes mail. Coordinate mailings, deliveries and copying.
- Assist with various administrative tasks around the office.
- Must be willing to travel to Needham, MA office a few times per month.
Job Details
New Bedford / Needham
Full Time
[$30,000 - $60,000]
Key Skills and Experience Required
- Prior experience in a legal or professional services environment preferred.
- Strong time management and multitasking skills with the ability to thrive in a fast-paced, professional environment.
- Excellent planning and organizational skills, detail oriented.
- Proficient in Word, Excel, Outlook, and Adobe.
- Excellent verbal and written communication skills.
- Experience with Clio and other legal software a plus.
- Ability to handle confidential information with discretion.
How to apply
Email inquiries and resume to meredithw@wf-lawyers.com.
Equal opportunity employer.
Job Type: Full-time
Pay: $30,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $30,000 - $60,000
