About the Role

We are seeking a detail oriented and organized Administrative & Legal Assistant to provide clerical, administrative, and client support for our practice. This individual will play a key role in managing case files, preparing estate planning documents, assisting with discovery requests, and supporting day to day office operations.

Key Responsibilities

• Perform general administrative and clerical tasks to support daily operations
• Maintain and update the case management database, including tracking case statuses, logging client communications, and closing files
• Communicate regularly with clients by sending reminders, providing updates, and offering general assistance
• Assist in preparing and revising estate planning documents, including merging questionnaires with templates, drafting and editing language, and developing questionnaire templates
• Organize and manage electronic and physical files, records, and legal documents
• Manage office supplies, including ordering and inventory tracking
• Schedule and coordinate appointments, meetings, and calendars
• Handle incoming and outgoing mail, including scanning, organizing, and distribution
• Greet and provide general support to office visitors
• Answer and direct phone calls with professionalism and proper etiquette
• Post and manage basic social media content
• File legal documents both in person and electronically as required
• Assist in organizing and preparing discovery requests and responses
• Perform other related duties as assigned

Qualifications

• Bachelor’s degree preferred; relevant experience may substitute
• Prior administrative or legal assistant experience a plus
• Strong organizational skills with excellent attention to detail
• Exceptional written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office Suite and database management systems
• Professional demeanor, reliability, and strong client service orientation