Responsibilities:

You will be responsible for assisting our managing attorney with executive and legal support. This includes a range of administrative, intake, and legal tasks including: 

• Manage email inbox and correspondence with clients, leads, and referral sources. 

• Serve as the first point of contact for most clients and conduct client intake interviews to gather essential information, assess their needs, and outline fees and packages.

• Send engagement letters, invoices, and correspondence to clients.
• Manage office workflows and pipelines and delegate tasks among in-person and remote team members.

• Assist with drafting and reviewing estate planning and probate documents. 

• Support firm marketing efforts.

Qualifications:

• 2 years of administrative assistant experience, preferably in a law firm setting.

• Ability to prioritize tasks and adapt to quick changes while remaining diligent through each task performed.

• Excellent attention to detail and ability to maintain confidentiality.

• Superb phone etiquette and ability to establish rapport with a diverse clientele.

• Self-starter with efficient time management and organizational skills.

• Eagerness to learn quickly and constantly grow. 

• Extremely tech-savvy and comfortable with Google Suite, Microsoft Office, Lawmatics and/or similar CRMS, Airtable and/or other similar project management software.