Legal Assistant - Wealth Preservation

• Manage attorney schedules and coordinate client meetings
• Oversee the client intake process, including communications, conflict checks, and internal file setup
• Handle incoming and outgoing correspondence with professionalism
• Maintain and organize client files and documents, ensuring efficient record management
• Assist with billing and invoicing processes
• Provide general administrative support to the legal team
• Handle client inquiries and provide excellent customer service
• Utilize and maintain efficient office systems and processes

• Minimum experience of two years as a legal assistant or equivalent
• Skilled at managing complex schedules and coordinating team needs
• Proficient in electronic document organization and retrieval
• Familiar with legal administrative tasks such as intake, conflict checks
• state and federal court and administrative agency rules, procedures and deadlines
• Experience with billing procedures and software
• Able to address administrative challenges and suggest improvements
• Comfortable with Microsoft Office Suite, Outlook, CRM tools, and ideally AI tools
• Experience with electronic filing and workflow systems for optimal efficiency

Notary certification is helpful, but not required