What are the responsibilities and job description for the Legal Assistant position at Krause Estate Planning & Elder Law Center?
Krause Estate Planning & Elder Law Center is seeking a friendly, compassionate, and organized Legal Assistant to support our legal team while providing a welcoming experience for clients and visitors. This role combines client hospitality with administrative and legal support, including document preparation, file management, scheduling, and witnessing and notarizing documents.
KEY RESPONSIBILITIES:
- Warmly greet clients and visitors, obtain their names, provide seating and refreshments, and notify the appropriate attorney or Navigator of their arrival
- Prepare, print, assemble, scan, and maintain legal documents and client files
- Witness and notarize documents as needed
- Maintain attorney calendars and schedule, confirm, and reschedule appointments
- Assist with estate plan binders and client pick-up appointments
- Communicate professionally with clients, prospective clients, and vendors by phone and email
- Prepare meeting rooms and help maintain an organized, welcoming office environment
- Maintain office and kitchen supplies and ensure printers, scanners, and other office equipment remain stocked and operational
- Perform other administrative and legal support duties as assigned
WHAT'S REQUIRED?
- High school diploma or equivalent required
- Up to two years of legal office or related experience preferred
- Strong communication, organization, and attention to detail
- Friendly, compassionate, and professional demeanor with a strong commitment to client service
- Ability to effectively manage multiple priorities in a busy office environment
- Comfortable working in a Microsoft Windows environment and using email, calendars, document management systems, and networked scanners and printers
- Must be a commissioned Notary Public or able to obtain a Notary Public commission within 30 days of hire
BENEFITS:
- Employer Paid Medical, plus Dental and Vision Options
- Disability/Critical Illness Insurance Options
- 401(k)
- Flexible Spending Account
- Employee Assistance Program
WORK ENVIRONMENT:
This is an office-based role that will work Monday through Friday at our Brookfield, WI location during regular business hours.
ABOUT US:
Krause Estate Planning & Elder Law Center offers comprehensive estate planning and elder law services for a wide range of matters, including wills, trusts, and Medicaid planning. We have locations in Oregon, Brookfield, and Madison, WI.