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A top-rated boutique Estate Planning and Estate Administration law firm located in near Chevy Chase, MD is seeking a Trust & Estate Legal Assistant.

The position is in the office. There are 7 attorneys, and you will support the founding managing partner as well as help the other attorneys.

RESPONSIBILITIES & DUTIES: As the Trust and Estate Legal Assistant, you will assist partners, associate attorneys, and paralegals on their client matters. In addition to being organized and able to multitask, this role requires a person with broad problem-solving skills and the ability to adapt and perform a wide variety of responsibilities.

Duties include, but are not limited to:

• Screen potential new clients and send referrals where appropriate
• Handle new client intake, including drafting engagement letters, performing conflict checks, and assisting clients in the completion and submission of new client questionnaires.
• Create client portals and assist clients in accessing their client portal.
• Welcome clients and other visitors to our office and remind clients of upcoming meetings.
• Prepare and assemble large mailings with multiple enclosures.
• Assemble estate planning documents in preparation for client signing meetings and serve as witness or notary (we assist with the notary application).
• Scan, save and appropriately store executed client documents.
• Prepare binders that organize clients’ signed estate planning documents and beneficiary designations.
• Keep organized electronic files of clients’ Wills, trusts, powers of attorney, purchase agreements, promissory notes, and other legal documents.
• Inventory and maintain clients’ original estate planning documents.
• Receive, open, log, scan, and distribute incoming mail.
• Schedule client meetings and manage attorney travel arrangements.

QUALIFICATIONS:

• Excellent organizational skills and attention to detail.
• Ability to perform comfortably in a fast-paced, deadline-oriented work environment.
• Ability to be flexible, handle pressure and adapt to changing work priorities.
• Prior experience in legal administrative support is required.
• Communicate clearly and concisely in a professional manner.
• Ability to work independently with minimal supervision to meet deadlines and productivity standards.
• In-depth understanding of the entire Microsoft Office suite.
• US Citizen or permanent resident; background check required.

ADDITIONAL INFORMATION:

Compensation:

• $60,000 to $80,000, depending on experience.

Benefits:

• Two weeks of paid time off to start, increasing with years in service.
• Insurance -- medical, dental and life insurance.
• 401(k) match program after three months.
• Parental leave.
• Subsidized parking in the building.