Comp: Competitive compensation commensurate with experience and benefits
A growing Firm is seeking an experienced, detail-oriented Paralegal/Legal Assistant with a minimum of 3 years of relevant experience. The ideal candidate will have demonstrated experience in Business/Transactional matters and/or Trust/Estate Planning and Administration, client relations skills with the ability to serve as a primary point of contact for clients, attention to detail, advanced proficiency with the Microsoft Office suite, and the ability to learn the Firm’s legal research and accounting software platforms.
Responsibilities:
- Support attorneys with all facets of client representation
- Prepare and finalize legal documents including wills, trusts, powers of attorney, estate administration filings, operating agreements, and asset/stock purchase agreements, all under attorney supervision, and manage correspondence with all parties (clients, beneficiaries, creditors, opposing counsel, financial institutions, etc.)
- Conduct legal research using Westlaw (Practical Law), LexisNexis, or similar platforms and draft legal memoranda, correspondence, and client communications
- Maintain detailed client files, case management records, and billing documentation in compliance with Firm protocols and Rules of Professional Conduct
- Schedule, coordinate, and participate in client meetings and transactional deal closings; manage and monitor critical deadlines including for transactional deals and trust/estate tax/administration deadlines
- Manage phone calls, emails, and other communications, and directly respond to routine client inquiries with appropriate guidance from attorneys as needed
- Willingness to pursue professional development through attendance at relevant continuing legal education courses and training programs
Required Qualifications:
- Minimum 3 years of substantive experience with Business/Transactional and/or Trust/Estate Planning and Administration matters with willingness to expand knowledge in complementary practice areas
- Associate’s degree in paralegal studies, Bachelor’s degree, paralegal certificate, or equivalent combination of education and experience
- Excellent organizational and multitasking skills with proven ability to manage multiple client matters and competing deadlines simultaneously
- Strong written and verbal communication skills, with demonstrated ability to interact professionally with clients, attorneys, and third parties
- Proven ability to work independently with limited attorney supervision while collaborating effectively with attorneys, clients, and support team in a boutique firm environment
- Must have M&A experience
Preferred Qualifications:
- Experience with Estate Administration/Trust accounting software (Zanes)
- Experience with Transactional software (Westlaw – Practical Law)
- Familiarity with Pennsylvania Probate procedures and Orphans’ Court rules
- Pennsylvania Notary Public
- Experience in other legal areas (i.e. Litigation, Real Estate) helpful but not required
