Legal Administrative Assistant - Trust & Estates

Job Description

Offit Kurman, a growing full-service law firm, is currently seeking a Trusts & Estates Legal Administrative Assistant to join its Philadelphia office. This individual will provide administrative support to assigned attorneys within Philadelphia’s private client services group. This position is a great opportunity for someone who is a proactive self-starter, able to effectively manage multiple priorities, understands the importance of working as a team, and works well under pressure.

Primary Responsibilities :

• Proofreading estate planning documents and preparing them for execution. Processing signed estate planning documents.
• Handling written and electronic correspondence, including proofreading, formatting, sending materials to clients, and performing any necessary follow-up.
• Responding to non-legal questions from clients and following-up with clients on open items.
• Preparing cover letters and transmittal letters.
• Managing lawyers’ Outlook calendars, with a heavy focus on scheduling in-person and Microsoft Teams meetings.
• Maintaining and cataloging original estate planning documents, both physically and electronically.
• Attending estate planning signing meetings as a witness or notary.
• Supporting the Practice Group Leader with scheduling, projects, and team coordination.

Additional Responsibilities Include :

Skills and Qualifications :

Apply now for consideration.

EEO Statement : We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other legally protected status. We are committed to diversity and inclusion in our workforce.

Disclaimer : This job description is not a contract, and the firm reserves the right to modify duties and responsibilities as needed with or without notice.