Legal Practice Assistant - Trusts & Estates

General Information Office(s): Raleigh, NC, RTP, NC Department: Administration Date Published: 28-Feb-2024 Salary Type: Non-Exempt Description & Requirements The Raleigh/RTP offices of Womble Bond Dickinson (US) LLP is seeking a Legal Practice Assistant for the Trust & Estates Practice team.
This position is responsible for supporting the Trust & Estates team with preparing legal documents, calendaring important dates, and filing as necessary.
We are looking for someone that has at least 2-3 years of experience with this type of work.
RESPONSIBILITIES: Schedule and handle arrangements for client meetings and attorneys' continuing education programs Enter attorneys time Respond to frequent telephone and email communications with clients regarding their questions and/or appointments Prepare word processing work including but not limited to memos, letters, charts, check requests, updated mailings and service lists Prepare client letters accompanied with original signed documents Draft letters using the practice group's drafting system for client documents Prepare and process original signed client trust and estate documents Prepare, complete and process Change of Beneficiary Forms for life insurance, IRA, and other retirement accounts, also including stock certificates for clients Update client information and tickler system in Compulaw and Outlook contacts Update client information in practice group's drafting/inventory system Create electronic binders with PDF Creator using bookmarks for index Scan and file all client signed documents and correspondence into document management system Serve as a witness and/or notary on client estate planning document executions Maintain and update frequently all client documents stored in Vault and Vault Binder List Assist with special projects as needed REQUIREMENTS: Bachelor’s degree preferred and a minimum of 2-3 years of Trusts & Estates related experience and/or training Demonstrated writing and communication skills and documented interpersonal abilities Strong analytical skills and ability to grasp new concepts quickly Demonstrated organizational skills: responsive, efficient, independent, high energy and proactive in a very fast-paced environment with deadline pressures Demonstrated proficiency in Microsoft Outlook, PowerPoint, Word, Excel and Adobe Team player, able to interact effectively with all levels of the organization as well as external clients Ability to present herself or himself professionally and understand the importance of confidentiality and highly sensitive, client- and firm-related information Punctuality and satisfactory attendance are imperative Excellent communication skills are required for client communication An Equal Opportunity/Affirmative Action/Pro Disabled and Veteran Employer.