What are the responsibilities and job description for the Legal Assistant position at Poznak Dyer Kanar Schefsky Thompson?
Job Summary
We are seeking a detail-oriented, organized, professional Legal Assistant to join our estate planning team. The ideal candidate will support attorneys in preparing estate planning documents, managing client communications, and maintaining organized records. This role requires excellent written and verbal communication skills, strong attention to detail, and the ability to handle confidential information with discretion.
Responsibilities
- Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and advance directives under attorney supervision.
- Organize and maintain client files, both electronic and physical, in accordance with firm protocols.
- Schedule client meetings and coordinate attorney calendars.
- Assist with client intake, data collection, and preliminary case preparation.
- Correspond with clients, financial institutions, and other third parties professionally and efficiently.
- Track deadlines and follow up on document execution and funding tasks.
- Manage notarization and witnessing of estate planning documents as required.
- Provide general administrative support to attorneys, such as scanning, copying, filing, and managing mail.
- Ensure a high level of customer service and confidentiality at all times.
Qualifications
- Minimum of 2 years of experience as a legal assistant or paralegal, preferably in estate planning or a related field.
- Strong working knowledge of legal terminology and basic estate planning concepts.
- Excellent organizational skills with the ability to multitask, prioritize, and manage deadlines and calendars effectively.
- Proficient in Microsoft Office Suite; experience with Clio or other legal practice management software is a plus.
- Exceptional written and verbal communication skills; comfortable interacting with clients, attorneys, and staff professionally.
- High level of attention to detail and accuracy in preparing and reviewing legal documents.
- Demonstrated professionalism, discretion, and integrity.
- Able to work independently as well as collaboratively within a team environment.
Pay: $20.00 - $22.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Flexible spending account
- Health insurance
- Paid time off
Work Location: In person
Salary : $20 - $22