Trust & Estates Legal Administrative Assistant (Philadelphia)

Offit Kurman, a growing full-service law firm, is currently seeking a Legal Administrative Assistant for its Philadelphia office. The Legal Administrative Assistant will work closely with attorneys in a high-volume Trusts & Estates practice representing families and individuals of wealth, focusing on estate planning, estate administration and associated transactional tasks.

Specific Responsibilities include:

  • Document production, proofreading, and/or editing, final form for signing, portfolio assemblage and tracking any necessary client follow-up to assure timely billing.
  • Obtaining EINs for newly-established trusts
  • Manage calendars, organize and schedule external and internal meetings, teleconferences, networking events, etc.
  • Open, maintain and close client files.
  • Prepare and draft a variety of legal documents.
  • Saving emails in cloud-based document management system.
  • Handle multiple projects at once.
  • Filing, sorting, and indexing documents, both physically and electronically.
  • Assisting attorneys with various administrative needs, such as expenses, time entry, or travel arrangements.
  • Opening and sorting mail as well as ordering office supplies, monitoring inventory, and receiving and signing for deliveries.

Qualifications:

  • 5 or more years of related legal administrative support experience, specifically in trusts and estates.
  • Pennsylvania Notary preferred.
  • Proficiency in Microsoft Office 2017 (Outlook, Word, Excel and PowerPoint), Internet research skills, document management systems, attorney time entry software.
  • Strong written and verbal communication skills, with proficiency in grammar and spelling.
  • Proactive work style and analytical skills: able to read, research, review, verify and route correspondence, reports and legal documents.
  • Strong production skills with ability to produce accurate work product when transcribing tapes, formatting documents, inputting data, editing, copying, scanning and transmitting text, data and graphics.
  • Excellent client service skills with proven record of building effective relationships with both internal and external clients.

Offit Kurman is one of the fastest-growing, full-service law firms in the United States. Offit Kurman offers a collegial, comfortable, and professional work environment, as well as competitive salary and benefits, to include Paid Time Off and 401(k) matching. We are a proud EEO employer and we are committed to a diverse workforce.

If interested, please send resume to Charlotte Gillespie (charlotte.gillespie@offitkurman.com) and include “Trust & Estates Legal Administrative Assistant-Philadelphia” in the subject line.