Legal Assistant - Private Client Services - Philadelphia

Job Description SUMMARY:

Under general supervision and according to established policies and procedures, performs a variety of secretarial and administrative duties for legal professionals in the Private Client Services practice with a focus on operational excellence and client service. Establishes and maintains positive relationships with attorneys, staff and clients and observes confidentiality of client and other firm matters.

ESSENTIAL FUNCTIONS

Responsible for processing original client documents including copying, scanning, creating (and updating) binders, transmitting documents to clients and preparing for vault storage; Maintains and updates ongoing client document status spreadsheet. Proactively implements and maintains highly effective office organizational systems. Provides general administrative support to legal professionals including maintaining calendars and schedules and processing incoming and outgoing mail. Types and proofreads engagement letters, correspondence, memoranda and other administrative documentation. Acts as a witness at the signing of estate planning documents if necessary, having the ability to maintain good public relations with clients, as well as observing confidentiality and attorney/client relationships. Coordinates and schedules meetings, including booking conference rooms, arranging catering, printing documents, and coordinating schedules. Manages expenses, including processing expenses for legal professionals and business development expenses. Coordinates the filing of gift tax returns and other administrative filings in connection with ongoing estate and trust administration. Performs other administrative and support duties as assigned

QUALIFICATIONS

(EXPERIENCE, KNOWLEDGE, SKILLS

AND ABILITIES

): High School diploma (Associate's or Bachelor's Degree preferred) with at least 3-5 years of related administrative or legal assistant experience. Specific knowledge of estate and trust documents/terminology a plus. Strong organizational skills are imperative with the ability to organize and prioritize numerous tasks and complete them in a timely manner on an on-going basis, as well as under strict time constraints when necessary. Must possess a high level of technical competency on various job-related computer software packages and applications including MS Word, MS Outlook and MS Excel. Strong written communication skills with the ability to proofread material for grammatical, typographical and spelling errors required. Interpersonal skills necessary in order to communicate successfully either in person, by phone or through e-mail (including directly with clients). Must be able to follow instructions effectively from a diverse group of legal professionals and staff and provide information with professional courtesy and tact. Must be able to maintain discretion and confidentiality related to all functions. PA notary qualifications preferred Must be available to work onsite 5 days per week

BENEFITS

Comprehensive healthcare, dental, vision, and prescription plans. Commuter, HSA and FSA spending accounts Short-term and long-term disability and life insurance coverage 401k and Pension Plan 22 PTO days, 11 paid holidays Please send all resumes to anolfi@friedmanwilliams.com for consideration.