Position Introduction
Are you as detail-oriented as you are collaborative? As generous as you are willing to learn? Most importantly- are you ready to join a hard-working legal professional with an exceptional workplace culture?
If you answered “yes,” to all of the above, let’s talk! Jennifer Sadecki, PLLC is looking for a part-time Legal Assistant. This role presents an opportunity to work alongside and support the attorney as we help families navigate through difficult times.
Position Summary
The Legal Assistant ensures a professional, organized, and welcoming environment for clients. This role supports daily office operations, prepares office for meetings, and maintains client files.
The Legal Assistant greets clients, arranges and confirms appointments, follows up on cancellations, drafts legal correspondence, handles court filings, ensures all required documentation is ready for meetings.
This position requires strong organization, attention to detail, excellent communication skills, and a commitment to outstanding client service.
Duties & Responsibilities
· First contact for all new callers to firm, enrolling callers into an initial meeting
· Confirmation calls for client appointments
· Ensure follow-up occurs in a timely manner
· Navigation through client management software and tools
· Create manual and digital files for all prospective client matters using Smokeball/OneDrive
· Central point of contact for all post-death related case matters
· Manages timeline and sets expectations of each estate, probate and trust administration
· Prepare probate and trust administration accountings
· Create probate petitions, orders and other forms required for opening decedent estates, guardianships, and conservatorships
· Copying, filing, scanning, and maintenance of client files
· Assist with probate matters from opening through routine administration, including filing with court
· Draft probate pleadings, letters, and related correspondence for attorney review
· Prepare client’s estate planning binders, perform activities associated with funding trusts, including e-recording of deeds
· Communicate with clients, courts, financial institutions, and other involved parties
· Support guardianship and conservatorship matters, including annual reviews and filings
· Ensure quality customer service to clients, potential clients, and their families
· Ensure all client and professional inquiries are handled in a timely manner
· Ensure correspondents are sent to clients, interested parties, and the courts in a timely manner
· Communicate with attorney as needed regarding all client needs/questions
· Responsible for scheduling office appointments
· Complete projects/tasks as requested within allotted time frames
· Mailing/sorting deliveries as needed
· Tracking office supplies and advising attorney when items need to be replaced
· Follow firm systems and office procedures consistently
Qualifications Required
Academic:
- 2 years administrative experience is required
- Prior experience with Probate Court matters and Estate Planning is strongly preferred, but not required
- Associate’s degree is preferred, but not required
- Bachelor’s degree is preferred, but not required
- Notary Public is preferred, but not required
Focused Skills/Knowledge/Abilities:
· Professional level communication, interpersonal, and relationship-building skills. Able to listen with full attention to what others are saying and empathize. Able to influence others in written and verbal communication. Able to creatively present and disseminate ideas and information in an effective manner.
· Highly developed time management, organizational, and prioritization skills with the ability to multitask with clarity; facilitating several projects in conjunction with one another; retaining the ability to monitor and assess one’s own performance and project management.
· Above average administrative/clerical/technical skills with ability to operate the following:
- Computer, telephone, fax system, scanner, copier, postage meter
· Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
· Proficient with case management software and electronic filing
· Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality
General Skills/Knowledge/Abilities:
· Skilled at formatting and communicating effectively in writing as appropriate for the needs of the intended audience
· Ability to understand the written word in relation to work-related documents
· Ability to retain and build upon knowledge of probate & estate planning matters
· Skilled at getting information by observing, receiving, and/or researching to obtain information from relevant sources
· Knowledgeable and able to evaluate information to determine compliance with work-related standards
· Remain current with changing technology
· Knowledge, skills, and ability to perform functions and develop administrative procedures and systems to manage all task at hand such as:
- Documenting information
- Word processing
- Data entry and verification
- File management
- Drafting legal documents
Pay: $18.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Work Location: In person
