Legal Assistant - Crescent Edge Consulting

Seeking a Full Time, experienced Legal Assistant to assist attorneys who focus their practice on the areas of Estate Planning.

LEGAL ASSISTANT RESPONSIBILITIES:

• Keeping cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; entering information into file database and case management software; confirming case status with attorney.
• Answering telephone calls; maintaining client contact; scheduling meetings,
• Assisting attorneys with creating, formatting, and revising retainer letters and other legal documents.
• Straight typing, proofreading work for accuracy prior to returning to attorneys.
• Maintaining attorney schedules.
• Entering attorney time using Expert Time.
• Submitting expense and reimbursement reports using Chrome River.
• Managing and prioritize incoming email and correspondence.
• Scanning and e-mailing documents.
• E-Filing
• Attending Will signings
• Exhibiting patience, empathy, and professional maturity at all times.
• Demonstrating an attitude of cooperation with legal staff, peers, and administrators.

LEGAL ASSISTANT REQUIREMENTS:

• Minimum of 5+ years of law firm experience with background in Estate Planning.
• Proactively assist with the preparation of legal documents, including Wills, Trusts, Health Care Proxies, Living Wills and Powers of Attorney and provide attorneys with administrative support.
• Work with clients and their families and pride themselves on attention to detail and organization.
• Type 55+ wpm and have excellent spelling, grammar and organizational skills, as well as the ability to multi-task and work both independently and as a team member.
• Experience with NetDocs a plus.
• The ideal candidate is a team player, comfortable with emerging technology, and willing to take on new challenges and increasing their skill set.

Hybrid Hours:Monday-Friday, 9am – 5pm with the flexibility to work overtime when needed. 60% office, 40% remote.