Skills Required

• Ability to read and write in order to proof and perform minor editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and legal cases matters.  Perform non-complex arithmetic calculations when verifying calculations on forms and documents;  maintain records and filing systems at a level normally acquired through completion of high school or equivalent
• Ability to transcribe legal documents, correspondence and report from rough draft or dictation
• Ability to organize and prioritize numerous tasks and complete them under time constraints
• Ability to proofread typed materials for grammatical, typographical or spelling errors
• Interpersonal skills necessary in order to communicate and follow instructions effectively from a diverse group of clients, attorneys and staff to provide information with ordinary courtesy and tact
• Several years of experience is necessary in order to gain an understanding of law office policies and procedures and produce accurate legal documents with minimal supervision
• Ability to work overtime if needed.

Responsibilities

• Prepare correspondence, memoranda and other legal documents from written and oral drafts, format briefs, pleadings and other legal documents
• Transcribe dictation
• File legal documents including electronic filings
• Screen telephone calls, as appropriate and record messages
• Maintain calendar and deadline reminder systems, make appointments
• Make travel arrangements
• Complete expense reports
• Open new file requests, conflict of interest checks with file room records, and maintain client and general files.  Conduct periodic review for possible storage of older files; prepare files to be closed
• Observe confidentiality of attorney-client relationship
• Complete time charges
• Processes bills; proofs billing sheets; reviews and edits bills
• Work closely with administrative support

Skills Required

• Ability to read and write in order to proof and perform minor editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and legal cases matters.  Perform non-complex arithmetic calculations when verifying calculations on forms and documents;  maintain records and filing systems at a level normally acquired through completion of high school or equivalent
• Ability to transcribe legal documents, correspondence and report from rough draft or dictation
• Ability to organize and prioritize numerous tasks and complete them under time constraints
• Ability to proofread typed materials for grammatical, typographical or spelling errors
• Interpersonal skills necessary in order to communicate and follow instructions effectively from a diverse group of clients, attorneys and staff to provide information with ordinary courtesy and tact
• Several years of experience is necessary in order to gain an understanding of law office policies and procedures and produce accurate legal documents with minimal supervision
• Ability to work overtime if needed.

• Prepare estate tax returns (Form 706) and fiduciary income tax returns (Form 1041)

• Meet with clients, trustees and family members

• Communicate with beneficiaries

• Draft correspondence and legal documents

• Arrange assets and tax spreadsheets

• Prepare probate pleadings

• Revise bank statements and prepare accountings

Qualifications:

• Strong verbal and written communication skills

• Ability to analyze and problem solve

• Multitask, prioritize, and meet deadlines

• Team player with the ability to work both independently and collaboratively

• Proficient in Adobe, Microsoft Office Suite, advanced in Microsoft Excel