Legal Assistant-Trust and Estates

JOB TITLE: Legal Assistant-Trusts & Estates 
STATUS: Non-Exempt

SUMMARY: Under general supervision and according to established policies and procedures of the Strategic Business Unit Leader and/or their designee and the Human Resources Team. The Legal Assistant will perform a variety of duties specific to the attorney’s practice and the strategic business unit aligned with the attorney’s practice. The Legal Assistant will be an integral part of the attorney’s practice, including organizing and preparing client matter information as part of meeting the needs of our clients. Excellent client service and support of the Strategic Business Unit initiatives is a must. This position is non-exempt.

Duties and Responsibilities – Legal Assistant:

• Preparation and organization of legal documents.
• Processing/scanning mail as needed.
• New file set up in document management software.
• Organizing and maintaining high volume of paper, electronic and/or hard files.
• Detail management of case files.
• Oral and written communications with a variety of entities, including clients, courts, family members, vendors and outside counsel, etc.
• Managing deadlines, scheduling, calendaring, and completing expense reports.
• General administrative support for Attorneys and Paralegals as requested.

Job Requirements/Skills:

• High level of organizational skills, attention to detail and ability to manage and prioritize a variety of matters while working with multiple supervisors.
• Technologically savvy with a high proficiency in MS Word, Excel, and Outlook.
• Has the ability and willingness to learn new technology applications and processes.
• People oriented – enjoys interacting and communicating cooperatively with a wide range of colleagues from across the firm.
• Achievement oriented – enjoys taking on challenges while being proactive.
• Capable – shows initiative and can be trusted to perform assigned tasks and duties in a deadline-driven environment.
• Team member who maintains the willingness and mentality to get the work completed when needed. Willing and able to work overtime when required. Adaptable and flexible.

Knowledge, Skills & Abilities Required:

• Proven experience as a Legal Assistant, with trust and estate matters preferred.
• Working knowledge of Microsoft Office (Excel, Word, Outlook)
• Exceptional written and oral communication skills.
• Excellent interpersonal skills, with focus on rapport-building and listening.
• Ability to collaborate with paralegals, attorneys and other legal assistants throughout the Firm to ensure best practices are applied across the organization.

Job Type: Full-time in-office. Normal work week 37.5 hours. Work additional or irregular hours to perform essential duties as required. 

• This position requires sitting for the majority of the workday. May lift up to 5 – 10 lbs. 

IMMEDIATE SUPERVISOR:

• Supervising Attorneys 

Benefits:

• 401(k)
• Paid time off (PTO)
• Medical, Dental, Vision, Life & Disability Insurance
• Wellness program
• Paid parking

Stoll Keenon Ogden is an Equal Opportunity Employer dedicated to workforce diversity and is committed to providing equal opportunity in all areas of employment. SKO offers a competitive salary and benefits package. Final candidates are required to pass a pre-employment criminal background check.

The statements contained in this job description are not necessarily all-inclusive; additional duties may be assigned, and requirements may vary from time to time.