Legal Administrative Assistant - Trust & Estates

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

• 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

Skills and

Apply now for consideration.

EEO