Legal Practice Assistant – Private Client
| Company | Morgan Lewis |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s Degree required.
- One (1) year of internship or professional experience preferred; professional services industry experience a plus.
- Independent, self-starting, and self-motivated.
- Superior written/verbal communication skills, strong interpersonal skills, and the ability to work independently and within a team environment are a must.
- Exceptional organizational skills
- Proven ability to meet stringent deadlines, adapt to changing priorities, and balance multiple tasks while operating in a fast-paced and dynamic environment.
- Strong leadership skills and the ability to excel in a team environment
- Proficiency across Microsoft 365 suite, with strong Excel experience preferred.
- Ability to manage confidential information with discretion.
Responsibilities
- Establishes, organizes and maintains case and client files.
- Manages case and client information manually and digitally via electronic databases.
- Supports the development and management of case and practice group timelines.
- Researches basic tax and real estate matters.
- Assists attorneys with the preparation and review of various estate planning documents and beneficiary designation forms.
- Provides draft documents to attorneys and clients.
- Provides administrative support, including, but not limited to, document production, conflicts checks for new matters, business intake materials, and expense forms/paperwork.
- Interfaces with clients and may serve as a point of contact for clients.
- Drafts and assists in the preparation of probate documents.
- Obtains employer identification numbers from the IRS.
- Coordinates the payment of tax payments to the IRS and other taxing authorities.
- Coordinates and participates in day-to-day client management.
- Participates in supervised client communications to exchange information.
- Performs other duties as assigned to support the Private Client Practice Group.
Preferred Qualifications
- One (1) year of internship or professional experience preferred; professional services industry experience a plus.