Please note that Jackson Walker is not currently accepting search firm submissions in connection with this opening.
Trust & Estates Legal Administrative Assistant
FLSA: Non-Exempt
Reports To: Office Manager
POSITION SUMMARY
This position provides strong administrative support to our attorneys in the Austin Trust & Estates Practice Group (“PG”). Essential duties and responsibilities include, but are not limited to:
- Providing timely and courteous communication to clients and attorney(s) when answering phone calls and relaying messages
- Assisting with accurate timesheet entry, review and revision; participate in timely billing review and submission
- Calendar management – coordinating and scheduling travel, meetings and appointments for attorneys
- Manage hard copy documents and profile electronic documents/e-mails
- Distribution of correspondence and legal documents
The attorneys work in the areas below –
- Establishing the formal structures and educating family members on how to satisfy their family goals, including securing the family wealth for themselves and future generations and adhering to their charitable desires.
- Estate planning and the administration of estates and trusts, with a particular emphasis on complex federal tax issues and the preservation of wealth through efficient transfer techniques.
- Wealth preservation strategies and estate plans that minimize their estate, gift and income tax exposure, maintain family harmony, and optimize charitable desires.
KNOWLEDGE, SKILLS, & ABILITIES REQUIRED
- Must be highly organized and able to manage multiple concurrent projects
- Comfortable communicating with clients in a professional manner
- Excellent knowledge of Microsoft Office 365, especially Word and Outlook
- Working knowledge of legal documents, formatting, table of contents, styles, track changes, pdf documents – inserting and labeling, converting pdf documents to Word
- Experience working with a document management system (iManage experience a plus)
- Good grammatical and writing skills
- Ability to multi-task and work closely with attorneys in a fast-paced busy role
- Law firm experience preferred
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.