Paralegal/Legal Assistant

Our client, a growing law firm with an amazing culture, is seeking an experienced, detail-oriented Paralegal/Legal Assistant with a minimum of 3 years of relevant experience. Top salary and benefits offered! This is an in office position.

The ideal candidate will have demonstrated experience in Business/Transactional matters and/or Trust/Estate Planning and Administration, client relations skills with the ability to serve as a primary point of contact for clients, attention to detail, advanced proficiency with the Microsoft Office suite, and the ability to learn the Firm’s legal research and accounting software platforms.

Responsibilities:

· Support attorneys with all facets of client representation

· Prepare and finalize legal documents including wills, trusts, powers of attorney, estate administration filings, operating agreements, and asset/stock purchase agreements, all under attorney supervision, and manage correspondence with all parties (clients, beneficiaries, creditors, opposing counsel, financial institutions, etc.)

· Conduct legal research using Westlaw (Practical Law), LexisNexis, or similar platforms and draft legal memoranda, correspondence, and client communications

· Maintain detailed client files, case management records, and billing documentation in compliance with Firm protocols and Rules of Professional Conduct

· Schedule, coordinate, and participate in client meetings and transactional deal closings; manage and monitor critical deadlines including for transactional deals and trust/estate tax/administration deadlines

· Manage phone calls, emails, and other communications, and directly respond to routine client inquiries with appropriate guidance from attorneys as needed

· Willingness to pursue professional development through attendance at relevant continuing legal education courses and training programs

Required Qualifications:

· Minimum 3 years of substantive experience with Business/Transactional and/or Trust/Estate Planning and Administration matters with willingness to expand knowledge in complementary practice areas

· Associate’s degree in paralegal studies, Bachelor’s degree, paralegal certificate, or equivalent combination of education and experience

· Excellent organizational and multitasking skills with proven ability to manage multiple client matters and competing deadlines simultaneously

· Strong written and verbal communication skills, with demonstrated ability to interact professionally with clients, attorneys, and third parties

· Proven ability to work independently with limited attorney supervision while collaborating effectively with attorneys, clients, and support team in a boutique firm environment

Preferred Qualifications:

· Experience with Estate Administration/Trust accounting software (Zanes)

· Experience with Transactional software (Westlaw – Practical Law)

· Familiarity with Pennsylvania Probate procedures and Orphans’ Court rules

· Pennsylvania Notary Public

· Experience in other legal areas (i.e. Litigation, Real Estate) helpful but not require

Pay: $60,000.00 - $100,000.00 per year

Work Location: In person

Salary : $60,000 - $100,000