Estates Administration Legal Assistant (5 years experience)

MacElree Harvey, a well-respected mid-sized law firm has an outstanding opportunity for a full-time Estates Administration Legal Assistant in our West Chester office.

Essential Functions and Responsibilities:

• Assist attorneys by producing well-prepared and accurate documents.
• Provide administrative support for the execution and administration of trust, decedents’ and guardian estates, wills intestacy and other estate and trust matters.
• Produce documents such as wills, trust agreements and deeds. Draft correspondence, bills and various documents pertaining to estates and trusts.
• Provide support in gathering and preparing tax returns. Gather and maintain client financial records.
• Receive and transcribe dictation from draft or dictated text.
• Create and maintain all office files, logs and any other information in relation to the work of the attorney.
• Respond to and assist clients by answering questions, providing information and assuring appropriate follow-through and/or resolution.
• Meet with clients to assist with execution of estate and trust documents.
• Handle heavy call volume and provide information in response to telephone calls.
• Enters time, reviews billing, conduct conflict checks, and maintains client files and preparation of new matter memos. Keeps accurate time records.

Position Specifications:

• High school diploma with a minimum of 5 years prior related experience including Corporate, Tax and Estate Planning & Administration.
• Computer proficient with working knowledge of MS Word and Excel required.
• Ability to work with documents and produce documents from transcription.
• Must be highly organized, detail oriented with the ability to multi-task.
• Working knowledge of Outlook and iManage or similar document management system required and TABS or other similar billing system preferred.
• Able to maneuver IRS and other government websites to search for tax forms, etc.
• Keyboarding skills of 70 wpm or higher required.
• Ability to proofread typed material for contextual, grammatical, typographical or spelling errors.
• Must possess a positive attitude.
• Must be able to work comfortably and confidently with clients.

Job Type: Full-time

Pay: From $23.62 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person