Legal Assistant - Estate Planning

Robert Half is looking for an legal assistant to join a legal team in Minneapolis, Minnesota on a Long-term Contract basis. This position is onsite. This legal assistant is responsible for supporting client onboarding, ongoing client communication, and administrative reporting to ensure a seamless client experience. This role plays a key part in transitioning clients from initial engagement through active service and requires close coordination with internal team members. The position is highly client-facing and involves managing multiple client matters at various stages, maintaining accurate records, and ensuring timely follow-up on outstanding items. Success in this role requires strong organizational skills, accountability, and the ability to navigate structured processes while remaining adaptable to client needs.

Responsibilities:

Lead the client intake and onboarding process following initial engagement.

Serve as a primary point of contact during intake, gathering, documenting, and organizing client information.

Track and complete follow-up items to ensure matters continue moving forward efficiently.

Maintain ongoing communication with clients whose matters are currently in process.

Keep client files accurate, organized, and up to date within firm systems.

Conduct professional follow-up with prospective clients who have completed an initial meeting and have not yet reached a final decision.

Compile and submit weekly activity reports in accordance with established timelines.

Support administrative and workflow processes related to client tracking and reportingAttention to detail: Ability to manage multiple client communications simultaneously while ensuring accuracy and consistency.

Ability to manage multiple files: Comfortable overseeing 8-12 active client matters at any given time, with potential fluctuations.

Professional communication skills: Confident and polished in a client-facing environment, including email, phone, and in-person interactions.

Technology proficiency: Ability to learn and navigate tools such as DocuSign, Salesforce, and other internal systems. Training will be provided.

Adaptability:

Ability to remain flexible when client needs require adjustments while continuing to execute within established processes.

Strong prioritization skills: Ability to evaluate urgency, timelines, and scope of work to manage competing priorities effectively.

Coachability:

Open to feedback and committed to learning and following established workflows as part of a collaborative team environment.