Trust officer Jobs in Phoenix, AZ

Description & Requirements

Womble Bond Dickinson (US) LLP is seeking a Legal Practice Assistant to join our Trust & Estates team in Phoenix, Arizona. This position requires the ability to work independently, maintain confidentiality, demonstrate professionalism, and work for multiple timekeepers daily. The successful candidate will deliver excellent work and superior service to the firm and the firm's clients. In addition, the candidate should also be a team player and able to accept constructive feedback and work in a very fast-paced environment.

RESPONSIBILITIES :

• Providing administrative support to the co-chairs of the firm's Trusts and Estates practice and, as necessary, other attorneys in the firm's transactional practice;

Drafting and proofreading correspondence and legal documents (MS Word);

Communicating with firm clients and their advisors (e.g., financial advisors, accountants, etc.) and attending client meetings to witness / notarize legal documents;

Maintaining and tracking schedules and calendars for attorneys;

Managing client billing by preparing, revising, finalizing, and sending invoices;

Preparing and submitting expense reports (Chrome River);

Reviewing conflict checks and preparing new client / new matter forms;

Arranging logistics for travel, meetings, events, and conference calls;

Scheduling and organizing events (e.g., meetings, business luncheons, and client dinners);

Managing, organizing, and maintaining documents in paper and electronic filing systems;

Preparing closing and estate planning notebooks and sending the same to clients and their advisors (e.g., financial advisors, accounts, etc.); and

Maintaining strict confidentiality of client matters through demonstrated diplomacy and discretion.

REQUIREMENTS :

An Equal Opportunity / Affirmative Action / Pro Disabled and Veteran Employer.

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