Legal Assistant (Business & Tax)

• Work with attorneys to prioritize, organize and relieve them of administrative tasks
• • Draft, type, proofread and edit correspondence and documents (e.g., contracts, agreements and other legal documents) under time sensitive deadlines
  • Maintain correspondence and other legal documents, both paper form and in electronic format (through NetDocs document management system)
  • Maintain up-to-date forms, including collaboration with other departments on templates
  • Run conflicts checks; manage client intake and open new client and matter files
  • Schedule appointments and maintain calendars; anticipate conflicts and proactively manage schedule changes; and set up conference/video calls
  • Enter attorney time, process and review monthly prebills and invoices. High focus on client billing including primary liaison for attorney with the Accounting Department as it relates to client billing
  • Prepare, submit and track expense reimbursement reports and third-check requests
  • Make travel arrangements
  • Maintain and track continuing legal education (CLE) records for attorneys
  • Schedule messenger, overnight delivery or courier services as needed
  • Delegate to other parties or escalate to attorney for action as appropriate
  • Respond to attorney/client needs with a sense of urgency, ensuring resolution with appropriate follow-up, (e.g., via telephone, e-mail and in person)
  • Take initiative, with attorneys' permission, to review and save e-mail

• Client Relations, Service and Contact
  • Act as intermediary with clients, responding to requests with a high level of written and verbal communication
  • Take initiative to understand attorneys’ client service needs, including identifying opportunities to contribute to client relationship success
  • Set up and manage data rooms for transactions
  • Identify and organize documents for closings of complex financing or acquisition transactions
  • Assist with transaction closings, including monitoring checklists, organizing signature packets, and producing closing transcripts
  • File relevant documents in client minute books and maintaining equity ownership information
• Collaborate with team members
  • Invest in mentoring Administrative Legal Assistants and others
  • Utilize resources (administrative staff, practice management, finance department, copy center and services, colleagues, and office management)
  • Assign appropriate tasks to data processing, file room and other support staff. Follow up on status of all projects to ensure timely completion
  • Communicate clearly with all appropriate team members on project status
  • Assist fellow legal assistants and additional attorneys as priorities dictate

Join us if you have:

• 3+ years' experience as a legal assistant or executive assistant required; familiarity with law firm billing processes is a plus
• GED or High School Diploma
• Ability to read and write English
• Proficient in Microsoft Office Suite, with strong word processing and computer skills. Experience with MS365 a plus. Proofreading, NetDocs, Adobe/Kofax, DocuSign, Excel and PowerPoint skills desired.
• Ability to demonstrate flexibility with competing priorities in a face paced environment
• Demonstrate expertise in department-specific topics, procedures and software, (e.g., Aderant Billing, new matter intake and conflicts procedures)
• Demonstrate ability to type 75 wpm on word processing equipment with a high degree of accuracy and excellent grammar, spelling and proofreading skills
• Exceptional organizational skills required; ability to multi-task, prioritize tasks, work under pressure and meet conflicting deadlines
• Demonstrate the ability to communicate with finesse, use tact, diplomacy and discretion with firm contacts and clients
• Willing to work in a team-oriented, service environment; display willingness to share firm and technical knowledge with others
• Demonstrate initiative to learn new skills that will contribute to enhanced performance of their role
• Ability to pay close attention to detail and be highly organized and accurate
• Strong time management skills
• A highly professional demeanor and appearance – adhere to dress code
• Firm commitment to providing customer service excellence

Who We Are

What’s in it For You?

• Choice of health and vision insurance plans
• 2 paid volunteer days for qualifying community service work
• Dental plan
• Fertility and adoption benefit
• Paid sabbatical after 13 years of service
• Tuition reimbursement
• Commuter benefits
• Retirement contribution