Do you enjoy connecting with people as part of a team that provides high quality service? Do your strengths include greeting people with a smile? Do you get excited to hear people's stories and to ask questions until you get the whole picture? Are you compassionate in your service to others, especially in their time of need? Does the prospect of a work-life balance and a 4-day workweek intrigue you? If so, keep reading!
About Us
Montana Estate Lawyers, P.C., exists to transform our clients, their families, and the community. We believe that all our staff are of equal value, and we welcome suggestions from everyone on how we can improve. We regularly hold staff meetings to review incoming clients, staff schedules, and any policy changes. Our staff have one day retreats quarterly that are held outside the office. We work well together, live out our core values, and have fun while continually improving the service we provide to our clients and one another. We are seeking a full-time legal assistant/general office assistant for our estate planning and estate administration practice. We seek a positive, responsible, and professional team member to perform a variety of administrative and legal assistant tasks in support of the attorneys and other team members, including confidential client work and managing daily office needs and activities.
About You
You have one or more years’ experience as a legal secretary or administrative assistant. You have a positive outlook, a sense of responsibility and a professional demeanor. You are client-centered and service-minded. You enjoy client interaction and genuinely helping people. You have excellent verbal and written communication skills. You like to plan out your workday, but you’re flexible to pivot when necessary. You follow procedures and offer suggestions if you think there may be an improvement. You are searching for a long-term career and not just a job.
Your primary responsibilities include but are not limited to:
- Answering and directing phone calls
- Client intake
- Attending client meetings as needed and taking detailed notes
- Organizing confidential client asset information
- Drafting documents, memoranda and correspondence of all types relating to estate planning and trust and estate settlement
- Maintaining files
- Scheduling appointments
- Communicating with and providing broad support to clients and third parties
- General office duties as assigned
Your Qualifications
- Ability to work comfortably under close supervision when needed and to perform unsupervised work following established systems and procedures, all while maintaining client confidentiality
- Effective communication skills, both verbal and written
- Experience with Microsoft Office suite
- Above average attention to details when drafting documents and correspondence, inputting information collected, verifying that information, and following up to obtain missing information needed to get the job done
- Service-minded and team-oriented
- Preferably you will have experience with a law firm, accounting office, real estate office, title company, bank, or financial institution, preferred but not mandatory
Salary depends on your experience and qualifications.
We value our team and offer*:
- Competitive salary
- Paid time off
- Health insurance stipend
- Retirement plan with 3% match
- Flex time to attend personal appointments, family, and school events, etc.
- Four-day workweek: 7:30 am – 5:30 pm Monday through Thursday
*Waiting period may apply. Subject to change without notice.
Interested? If so, you can apply right on this page. Please provide us with a detailed resume and a cover letter telling us why you’re searching for a position and why you would be the best fit for our firm.
Applications are only accepted through this website. No agencies please.
If we like what we see in your initial application, we will move you on to the next step of our hiring process. As you progress through the process, you will have more than one interview. We do this to make sure we are a right fit for each other.
Job Type: Full-time
Pay: $32,000.00 - $39,000.00 per year
Benefits:
- Health insurance
- Paid time off
Experience:
- legal/administrative assistant: 1 year (Preferred)
- Microsoft Office: 1 year (Preferred)
Work Location: In person
