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Estate Trust and Tax Legal Assistant
Allentown, PA Estate Trust and Tax Legal Assistant Norris McLaughlin is seeking an experienced Estate Trust and Tax Legal Assistant to join our team. The ideal candidate will have an understanding of the estate planning process and experience working in a law firm. This position requires excellent prioritization and time management skills to meet strict deadlines. Responsibilities: Manage attorney calendars and assist in meeting deadlines. Screen attorney incoming calls. Manage all incoming mail; prepare outgoing correspondence. Draft, edit, and finalize estate planning documents. Open new files, prepare conflicts checks and draft engagement letters. Process monthly client billing, attorney time entry, and general office responsibilities. Prepare client binder of completed Estate planning documents. Maintain attorneys’ client files. On site attendance as required for this position Perform other administrative duties as assigned in support of attorneys. Required Skills/Abilities: Self-starter able to work independently as well as part of a team. Excellent prioritization and time management skills to meet strict deadlines. Outstanding interpersonal and communication skills, both written and oral. Proficient with MS Office Suite, including advanced use of MS Word. Proficient in the use of document management systems (iManage preferred). Excellent organizational skills; very detail- oriented. Strong client-first work ethic. Strong attention to detail. Valid driver’s license Education and Experience: Legal assistant experience, preferably working in an estate planning practice group. Associate degree or equivalent of business experience a plus Microsoft Office Suite Salary The salary for the Estate Trust and Tax Legal Assistant position is competitive and commensurate with experience. At Norris McLaughlin, we are committed to cultivating a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture, ethnicity, race, sex, sexual orientation, gender identity or expression, national origin, age, religion, disability, and beliefs enable us to be a better team. ## Estate Trust and Tax Legal Assistant Norris McLaughlin is seeking an experienced Estate Trust and Tax Legal Assistant to join our team. The ideal candidate will have an understanding of the estate planning process and experience working in a law firm. This position requires excellent prioritization and time management skills to meet strict deadlines. ### Responsibilities * Manage attorney calendars and assist in meeting deadlines. * Screen attorney incoming calls. * Manage all incoming mail; prepare outgoing correspondence. * Draft, edit, and finalize estate planning documents. * Open new files, prepare conflicts checks and draft engagement letters. * Process monthly client billing, attorney time entry, and general office responsibilities. * Prepare client binder of completed Estate planning documents. * Maintain attorneys’ client files. * On site attendance as required for this position * Perform other administrative duties as assigned in support of attorneys. ### Required Skills/Abilities * Self-starter able to work independently as well as part of a team. * Excellent prioritization and time management skills to meet strict deadlines. * Outstanding interpersonal and communication skills, both written and oral. * Proficient with MS Office Suite, including advanced use of MS Word. * Proficient in the use of document management systems (iManage preferred). * Excellent organizational skills; very detail- oriented. * Strong client-first work ethic. * Strong attention to detail. * Valid driver’s license ### Education and Experience * Legal assistant experience, preferably working in an estate planning practice group. * Associate degree or equivalent of business experience a plus * Microsoft Office Suite ### Salary The salary for the Estate Trust and Tax Legal Assistant position is competitive and commensurate with experience. At Norris McLaughlin, we are committed to cultivating a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture, ethnicity, race, sex, sexual orientation, gender identity or expression, national origin, age, religion, disability, and beliefs enable us to be a better team. Law firm Norris McLaughlin is seeking a highly-skilled Estate Trust and Tax Legal Assistant to join their team. The ideal candidate must have a comprehensive understanding of the estate planning process and possess experience working in a law firm. The successful applicant will possess excellent prioritization and time management skills to meet strict deadlines, as well as outstanding interpersonal and communication skills, both written and oral. This position is based out of the Pennsylvania Office of **MEMBERS ONLY**SIGN UP NOW*** and requires on-site attendance. The duties and responsibilities of this role include, but are not limited to: * Managing attorney calendars and assisting in meeting deadlines * Screening attorney incoming calls * Managing all incoming mail and preparing outgoing correspondence * Drafting, editing, and finalizing estate planning documents * Opening new files and preparing conflicts checks and engagement letters * Processing monthly client billing, attorney time entry, and general office responsibilities * Preparing |
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