Estate Planning Legal Assistant

Position Overview

We are seeking a Legal Assistant who is highly organized and detail-oriented, enjoys working with clients, and thrives in a fast-paced environment. This role primarily supports the Estate Planning & Probate group partners. Professionalism, discretion, and attention to detail are essential.

Requirements

• Prior experience as a legal assistant/secretary is highly desired. Candidates with professional office support experience will be considered.

Position Details

• Full-time; 8:00 am – 5:00 pm (unpaid hour lunch). Overtime may be required based on workload and deadlines.
• Primarily supports the Estate Planning & Probate group, with potential assignments across other practice areas.

Responsibilities

• Assist with wills, trusts, powers of attorney, and other related estate planning documents.
• Coordinate calendars, schedule appointments, answer multiple telephone lines, and correspond with clients.
• Draft and edit emails/letters to clients and outside contacts.
• Maintain accurate and organized files, including opening new files, running conflict checks, and closing files.
• Track client matters
• Perform electronic filing of court documents as needed; scan documents and edit PDFs.

Skills and Abilities

• Excellent writing, communication, and presentation skills.
• Strong attention to detail, organization, and proofreading skills.
• Professional client-service mindset; comfortable interacting with clients and other professionals.
• Ability to prioritize and manage competing deadlines while supporting multiple people/tasks.
• Demonstrated discretion and sound judgment with confidential and sensitive information.
• Proficiency in Outlook and MS Word; Excel/PowerPoint experience.
• Familiarity with (or ability to quickly learn) using document management systems.
• Accurate typing speed of 60–80 WPM.

Benefits

• Comprehensive benefits package provided.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Type: Full-time

Pay: From $23.00 per hour

Benefits:

• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible spending account
• Free parking
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Experience:

• Microsoft Office: 1 year (Required)
• Law office: 1 year (Required)

Ability to Commute:

• Dayton, OH (Required)

Ability to Relocate:

• Dayton, OH: Relocate before starting work (Required)

Work Location: In person