Legal Assistant - Taxes, Trusts & Estates

Position Summary:

The Legal Assistant is a vital contributor to our legal team.  In this role, you will support the delivery of quality legal services to our clients by providing administrative and secretarial assistance to our Taxes, Trusts & Estates practice group.  Responsibilities range from complex and specialized secretarial tasks to administrative activities, while working collaboratively with others in the local office as well as personnel in other Bradley locations.  This position generally supports a group of attorneys as a primary assignment and provides back-up assistance to others as needed.

Key Responsibilities:

• Provide excellent service to internal and external customers.
• Prepare routine correspondence, memoranda and legal documents including but not limited to pleadings notebooks, indexes, and exhibits.
• Accurately file court documents electronically and in document form and be able to determine and follow any local or judge specific requirements related to same.
• Anticipates the needs of assigned attorneys in order to promote timekeeper efficiencies (i.e., drafts correspondence, prepares shell pleading and discovery documents in advance).
• Accurately proofreads all documents to ensure accuracy and completeness prior to distribution or filing.
• Accurately prepare and submit client intake forms.
• Establish and maintain appropriate files and records.
• Maintain control files of matters in progress and follows up to ensure that court ordered actions are competed.
• Utilize standard naming and profiling conventions when scanning, emailing and saving documents to the document management system.
• Update contact records in Outlook and Firm databases.
• Periodically request pre-bills and statements for billing purposes and prepares statements for signatures and send out.
• Routinely review and follow-up on client deadlines and calendar appointments.
• Coordinates arrangements for meetings (i.e., depositions, mediations, interviews, etc.) and attorney travel.
• Assist with completing and tracking CLE compliance, presentations, and training programs, and organizing all other non-billable activities.
• Answer telephone, take messages, provide information, and receive information concerning matters related to the legal work handled by the assigned attorneys.
• Prepare and send faxes, documents, mail, certified mail, overnight mail, FedEx packages and interoffice mail.
• Must have the ability to master skills specific to the assigned practice group including such tasks as correspondence, spreadsheets, minutes, reports, and other documents.
• Provide assistance to legal and non-legal personnel as requested.
• When applicable, serve as a Notary Public.
• Other duties as assigned.

Job Requirements:

• High School Diploma; Bachelor’s degree preferred.
• Prior experience as a legal assistant required; Taxes, Trusts & Estates experience strongly preferred.
• Demonstrated knowledge of legal terminology, legal documents and legal processes in litigation.
• Advanced computer skills including knowledge of MS Word, Outlook, Excel as well as document management systems, e-Filing and database software; NetDocs experience strongly preferred.
• Ability to learn and adapt to new software programs.
• Excellent oral and written communication skills.
• Accuracy, attention to detail and good organizational skills.
• Ability to work effectively and proactively under pressure in a fast-paced environment.
• Ability to coordinate multiple tasks concurrently and to meet deadlines.
• Strong client service focus and ability to work effectively in a team environment.
• Demonstrated initiative, flexibility, resiliency and ability to adapt to change.
• Self-motivation and ability to work with minimal supervision.
• Various physical activity may be required.

Why Join Bradley?

We offer more than just a job — we provide a place to build your career. Bradley offers:

• Competitive salaries, commensurate with experience.
• Comprehensive benefits including medical, dental, vision, life, disability, and retirement.
• Professional development support, including CLE tracking and training programs.
• A collaborative, inclusive, and supportive culture.

Bradley is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation and gender identity or expression), marital status, age, physical or mental disability, veteran status, genetic information, or any legally protected status.