BakerHostetler Benefits Overview

Supports attorneys in private wealth matters by onboarding clients into Addepar, coordinating with financial institutions and advisors, reconciling financial data, preparing net worth statements, managing estate planning calculations, and handling probate, trust, estate administration, beneficiary forms, account retitling, trust notices, and payment coordination. The role requires strong organizational, communication, confidentiality, and Microsoft Office skills, with up to three years of relevant experience.

Supervises Billing Coordinators and supports firmwide legal billing operations. Responsibilities include coaching staff, managing schedules and timecards, monitoring assigned bills and deadlines, auditing billing exceptions, supporting billing attorneys and assistants, assisting with training, and maintaining individual billing assignments. The role requires strong legal billing, accounting, communication, organizational, analytical, and team-management skills in a fast-paced law firm environment.

Conducts conflict-of-interest searches for clients, matters, and new hires; researches internal and external data; prepares concise reports; reviews client and matter acceptance information; and identifies potential conflicts. The role also provides user assistance regarding conflict checks, matter status, and related systems while maintaining expertise in Elite, Intapp Open, and other conflicts software. Strong analytical, organizational, communication, discretion, and client-service skills are required.