Legal Assistant - Trust/Estate (Dallas)

Job ID#: 38341

Legal Assistant (Trust/Estate planning)

JOB REQUIREMENTS
5+ years of on-the-job experience necessary to perform complex administrative duties in a professional setting.

SKILLS AND KNOWLEDGE

• Proficient with Microsoft Office software, including Outlook, Word, Excel, and PowerPoint
• Knowledge of legal billing software (preferably Aderant)
• Ability to type at a level of 70 WPM
• Excellent verbal and written communication skills
• Attention to detail with superior proofreading abilities
• Working knowledge of creating and editing legal documents
• Strong understanding of the county and state court systems
• Ability to successfully work in a fast-paced environment

DUTIES AND RESPONSIBILITIES

• Work with a variety of assigned attorneys and practice group areas as needed
• Organize and maintain correspondence, documents, and computer-based files
• Calendar deadlines, schedule appointments, and coordinate meetings and hearings
• Deliver messages and coordinate teleconferences, conferences, and consultation calls
• Coordinate travel (flights and hotels), and submit reimbursement requests
• Prepare documents including correspondence, pleadings, discovery, formations, and deeds
• Document production (including Bates labeling, redacting)
• Arrange various support services (e.g., courier deliveries, document processing center assistance, conference room reservations)
• Work on complex organizational charts
• File on Secretary of State website, determine name availability
• Write and deposit checks for the estate account
• Prepare electronic closing binders
• Assist attorneys with trial and deposition preparation, as well as the preparation of private offering documents
• Arrange attendance for CLE course and keep track of attorney CLE hours
• Review, correct, and disburse pre-bills and invoices

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