What are the responsibilities and job description for the Legal Assistant position at Confidential?
The Legal Assistant / Paralegal provides comprehensive administrative and legal support to attorneys within an Estate Planning & Administration practice. This role is responsible for managing client communications, preparing and organizing legal documents, and maintaining accurate records. The position plays a critical role in ensuring efficient office operations, supporting attorneys’ workflow, and delivering a high level of service to clients in a fast-paced legal environment.
Key Responsibilities:
• Provide administrative support to multiple attorneys to enhance overall office effectiveness
• Prepare, type, and revise legal documents from drafts with a high degree of accuracy
• Witness wills, powers of attorney, and other legal documents as required
• Answer and direct incoming calls professionally and courteously
• Maintain and organize client files, both physical and electronic
• Serve as a liaison between attorneys, clients, beneficiaries, and other involved parties
• Greet clients and visitors in a professional and welcoming manner
• Receive, sort, and distribute incoming mail and deliveries
• Make copies and manage document production as requested
• Monitor office supply inventory and coordinate ordering as needed
Minimum Education & Experience Requirements:
• Associate’s or Bachelor’s degree in Paralegal Studies, Legal Studies, or a related field preferred
• Minimum of 2 years of experience in a legal assistant or paralegal role
• Prior experience in estate planning and administration strongly preferred
Special Requirements:
• Ability to maintain strict confidentiality of sensitive legal and client information
• Familiarity with legal documentation related to estate planning (e.g., wills, powers of attorney)
• Paralegal certification is a plus but not required
Knowledge, Skills, and Abilities:
• Strong attention to detail and high level of accuracy
• Excellent written and verbal communication skills
• Professional demeanor with strong interpersonal skills
• Ability to manage multiple tasks and prioritize in a fast-paced environment
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and accounting software such as QuickBooks
• Experience with legal management software (e.g., document management systems) preferred
• Strong organizational and time management skills
• Ability to exercise sound judgment and maintain confidentiality
Additional Desired Characteristics:
• Experience working in a law firm or professional services environment
• Familiarity with estate planning software or tools (e.g., practice-specific platforms)
• Willingness to learn and adapt to new systems and processes
• Positive attitude with a strong work ethic and team-oriented mindset
Work Environment:
• This is a full-time, in-person position based in a regional office setting
• Work is performed in a professional office environment with regular interaction with clients and staff
• Standard business hours with occasional need for flexibility based on workload