Job Description

Job Description

Powerful Partnerships. Standout Solutions.

Stevens & Lee is a 200-plus lawyer full-service law firm representing clients throughout the Mid-Atlantic, New England and across the country from 18 offices in New Jersey, Pennsylvania, New York, Rhode Island, Delaware and Florida. The firm is the cornerstone of The Stevens & Lee Companies, a platform of affiliated professional service firms that provide a full range of legal, investment banking, financial advisory, insurance risk management, public affairs and government consulting services.

Job Overview

At Stevens & Lee, the Legal Assistant plays a vital role as an administrative team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients.

The Legal Assistant is multi-dimensional position drawing upon a variety of skills and competencies, best suited for an organized, self-starter who enjoys assuming responsibility and learning new things. This is not a paralegal role.

Primary Responsibilities ( responsibilities include but not limited to )

• Support attorneys and paralegals in the Trusts & Estates Practice Group.
• Communicate with clients as directed by attorneys in a respectful and professional manner.
• Assist clients with the execution of estate planning documents.
• Provide support for estate projects from inception to completion.
• Submit Conflict Checks, open new client matters and create New Business Memos as directed by attorneys.
• Work with various court systems processing paperwork and e-filings, running docket reports, and maintaining docket search charts.
• Partner with the firm’s Finance Department to produce monthly attorney billing; process and submit check requests and complete attorney expense reports.
• Draft legal documents, prepare letters, correspondence, reports, and presentations as needed; proofread and ensure accuracy of all materials.
• Make redactions, conduct bates numbering, and compile document productions.
• Coordinate attorney calendars, set-up meetings, conference calls, and make travel arrangements.
• Manage all incoming and outgoing U.S., certified and Fed-Ex mail per attorney request.
• Welcome clients and greet visitors with a helpful, positive, and professional attitude.
• Answer direct-line phone calls in a professional manner and route as necessary.
• Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

Skills & Competencies

• Previous experience in Trusts & Estates Legal Department experience required.
• Strong familiarity with estate planning, probate, and trust administration documents.
• Ability to communicate professionally and interact effectively with all levels of personnel.
• Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner and under minimal supervision.
• Flexibility and ability to respond quickly and positively to shifting demands.
• Ability to work under pressure to meet strict deadlines.

Qualifications

• Bachelor's degree or equivalent training/work experience required.
• Minimum of three years of legal administrative Trusts & Estates support experience within a legal department or law firm or an equivalent combination of education and experience.
• Proficiency in Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook
• Exceptional computer skills with the ability to learn new software applications quickly.

The firm is not accepting resumes from search firms for this position.

Job Type:

Full-Time 40 Hours/week onsite

FLSA Classification:

Non-Exempt

Reports To:

Human Resources

In compliance with federal and state equal opportunity employment laws, The Stevens & Lee Companies is an affirmative action/equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age, or gender.

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