Legal Assistant

Description:

Pender & Coward, P.C. is looking for a Legal Assistant to assist with estate planning and administration, and corporate transactional work, full-time at our office in Virginia Beach, Virginia. This position is in the office; remote work is not available. The position requires working from 8:30am until 5:30 pm Monday – Friday.

Responsibilities

• Open, organize, maintain, scan and close paper and electronic client files.
• Process ingoing and outgoing mail daily.
• Prepare for signing and bind estate documents for clients.
• Assemble copies of tax returns which are paper filed.
• Draft simple legal documents, according to specifications.
• Enter data to spreadsheets of client assets and track retitling.
• Prepare routine correspondence, tax and accounting documents, reports and letters.
• Download and save electronic copies of numerous brokerage statements monthly.
• Download and save Schedules K-1, mainly during March, April and September, but some throughout the year.
• Renew LLC and corporate registrations, online, for approximately 100 companies a year.
• Assemble tax returns for filing for those which are to be paper filed.
• Assemble tax returns, which have been electronically filed, with backup and filing verification to be saved electronically.
• Maintain attorneys’ calendars; schedule and follow up on all appointments (i.e., clients, case work, and potential clients).
• Support attorneys.
• Handle confidential information with discretion
• Edit and attend to issuance of bills.
• Perform a variety of other tasks as assigned.

Requirements:

Requirements

• Expert level verbal and written communication skills. Strong mathematical skills a plus!
• Meticulous attention to detail and proofreading skills.
• Strong internet skills to navigate websites and download statements monthly.
• Exceptional organizational skills with the ability to multitask and meet tight deadlines.
• Strong understanding of legal terminology or ability to learn.
• Able to establish and maintain effective working relationships with clients, co-workers and other professionals.

Education and Experience

• High school diploma or equivalent.
• Prior experience supporting attorneys preferred.
• Microsoft Word proficiency. Basic Excel skills a plus. Ability to learn computer programs, such as document management software is required.

Benefits

• Complete benefit package including 401(k)
• Paid time off
• Compensation is negotiable depending on experience