Legal Software Programs List Jobs in Usa

Job Summary

The Legal Executive Assistant (LEA) serves as a key partner to attorneys, providing high-level administrative and operational support while managing day-to-day responsibilities. This role involves acting as an attorney’s right hand—screening, organizing, and prioritizing requests from both internal and external clients to ensure work flows efficiently and deadlines are met.

This position is ideal for a motivated self-starter with strong energy and independence who enjoys problem-solving, managing competing priorities, and contributing meaningfully to the success of a legal practice.

Essential Capabilities

• Demonstrates alignment with trusted advisor and proactive assistance principles.

• Maintains a polished, professional demeanor and exercises strict confidentiality in all interactions. Communicates effectively with individuals at all levels of the organization.

• Exhibits exceptional written and verbal communication skills with strong attention to detail and adherence to business writing standards.

• Maintains a consistently positive and professional attitude while collaborating across departments to solve business challenges. Demonstrates curiosity and a drive for continuous improvement.

• Remains open to feedback and flexible in adjusting performance or approach as needed.

Responsibilities

Client Service – Relationship Management

• Maintains open and consistent communication with teammates to ensure seamless support for assigned attorneys, including cross-training colleagues to maintain continuity of service during absences.

• Delivers high-quality service to internal and external clients with a proactive, solutions-oriented mindset when handling communications and requests on behalf of attorneys.

• Acts as a gatekeeper by prioritizing competing demands and managing matters independently, confidentially, and efficiently through completion. Recommends process improvements to enhance workflow.

• Follows attorney-specific scheduling preferences to maximize efficiency, consolidating meetings, preparing materials, and confirming logistics in advance.

• Develops a deep understanding of assigned attorneys’ work styles and preferences, anticipating needs and moving tasks forward with minimal supervision.

• Builds strong familiarity with attorneys’ practices and clients, maintaining accurate client contacts and detailed matter information in firm systems.

• Keeps attorneys informed of upcoming commitments and priorities, following up as needed and maintaining awareness of recurring obligations such as boards or committees.

Billing Management

• Reconciles and processes expenses on a daily basis.

• Reviews calendars, inboxes, and expense platforms to properly classify business and personal expenses, allocating charges accurately and resolving outstanding items within required timeframes.

• Actively manages attorney timekeeping by drafting, reviewing, and editing diary entries based on knowledge of attorney activity and communications. Ensures compliance with billing best practices and deadlines.

• Collaborates closely with billing coordinators to review proformas, track edits, and finalize invoices for timely client delivery.

• Supports attorneys in meeting billing targets and year-end requirements.

Project Management

• Drafts, edits, and proofreads correspondence, presentations, and other documents, demonstrating strong technical and document production skills.

• Coordinates internal and external meetings with minimal direction, arranging logistics such as conference rooms, visitor access, video conferencing, and dial-in details.

• Manages attorney travel using online tools and agent assistance, monitoring itineraries to ensure smooth arrivals and departures. Maintains updated travel preferences and prepares contingency plans when needed.

• Encourages delegation of non-billable administrative tasks to allow attorneys to focus on legal work, including document handling, filings, notary services, and shipment coordination.

• Demonstrates advanced proficiency in Microsoft Outlook, managing complex scheduling across multiple calendars, attorneys, clients, offices, and time zones.

• Oversees attorney inboxes by organizing, responding, and filing communications according to established preferences and document management systems.

Training and Professional Development

• Actively participates in team meetings, training sessions, and knowledge-sharing initiatives.

• Maintains strong proficiency in core applications and systems, following best practices and operational standards.

Qualifications

• Bachelor’s degree or equivalent experience.

• Expert proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with legal and billing software preferred.

• Strong organizational and multitasking skills with the ability to prioritize effectively in fast-paced, high-pressure environments.

• Excellent interpersonal skills and the ability to build strong relationships with attorneys, executives, staff, and clients.

• Prior experience supporting boards or senior committees is a plus.

• Demonstrates sound judgment, proactive problem-solving abilities, and strong decision-making skills.

Compensation and Total Rewards

This role is eligible for a discretionary performance-based bonus. Compensation is determined based on qualifications, experience, geographic location, market data, and internal equity.

Our client, a top-tier global law firm, is seeking a bright, driven and ambitious Legal Administrative Assistant to join their growing team in Palo Alto.

About the Role:

• Assist with assembly of exhibits and appendices for court papers, depositions, and trials
• Organize paper and electronic documents for use in depositions or trials
• Maintain and organizes case files
• Index and organize files for off-site storage
• Assist with document collection, review and production
• Prepare for and attend depositions, hearings, trials and arbitrations
• File and obtain documents at various courts and agencies
• Utilize legal research software
• Conduct research using various resources including databases and the internet
• Assists with department projects as needed and performs other work-related duties as assigned

About You:

• 2+ years in an administrative role at a professional services firm
• Bachelor's Degree
• Superior organizational skills with the ability to prioritize and manage a large workload efficiently and effectively
• Highly detail-oriented, including the ability to assess and respond to underlying detail issues and implications
• Excellent written and oral communication skills
• Exceptional interpersonal skills, a commitment to professionalism, integrity, and collegiality
• Proven ability to multi-task and set priorities while meeting deadlines in a fast-paced environment
• Exceptional problem solving skills, critical thinking abilities and the ability to work well under pressure

Qualified candidates please submit your resume to Chessa Eskandanian-Yee:

AdvisorEY. thanks you for your interest and wishes you much success in your search!

For more information on AdvisorEY., please visit

Haight Brown & Bonesteel LLP, a well-established litigation defense firm, is seeking an experienced paralegal or legal assistant to work at its LA office. This job requires daily commuting to downtown LA with no remote work offered.

REQUIREMENTS:

• Certificate of completion from a paralegal program OR significant experience handling paralegal and /or legal assistant duties at a civil litigation firm on the defense side
• Experience billing hours reflecting work
• Strong understanding and knowledge of the California Code of Civil Procedure and court procedures, filings, service requirements;
• Familiarity with federal court rules;
• Experience scanning, coding, uploading, storing and printing documents, as well as developing and implementing databases to manage, organize, sort, index, analyze and summarize large volumes of data;
• Ability to perform legal research, conduct asset searches and basic investigation, draft and issue subpoenas, and draft, summarize and index discovery and documents;
• Experience assisting attorneys with trial/binding arbitration preparation and court attendance where necessary; and
• Experience with Microsoft Office software, including Word, Excel and PowerPoint; NetDocuments; Summation; Concordance; and Trial Director.

Job Type: Full-time

Salary: $70,000.00 - $85,000.00 per year with an annual $10,000 bonus for those who meet the firm's quarterly billable hour requirement.

Our firm culture includes a mix of teamwork, good communication, a work/life balance and career development opportunities.

We offer a competitive salary and benefits package, including medical, dental, vision, 401(k), life insurance and flexible spending accounts

All resume submissions are strictly confidential.

Omega Law Group is a prestigious personal injury law firm serving California and Texas. We are committed to championing the rights of individuals who have suffered due to negligence or wrongful acts. Our dedicated team is known for delivering exceptional service and winning results for our clients. Through innovation, compassion, and expertise, we have gained a reputation as one of the leading law firms in personal injury. To learn more, please visit our website: Overview:

As a Legal Assistant in our personal injury law firm, you'll be integral part to our Litigation department, focusing on various admin duties. This position suits a highly organized, detail-focused individual capable of juggling various tasks. We offer a dynamic and supportive work environment, opportunities for professional growth and development, and the chance to make a significant impact in the lives of those we represent.

Responsibilities:

• Accurately and timely enter all court appearances, deadlines, and events into the law firm's calendar system
• Prepare and distribute comprehensive calendar reports and updates to attorneys and staff, ensuring everyone is well-informed
• Timely and accurately sort and save all incoming mail and email to the respective teams, including titling of documents, sending file path emails, and alerting supervisors to time-sensitive issues
• Handle all case-related costs for each respective team, paying all invoices, saving all receipts, and communicating with other team members to facilitate timely payments
• Other duties as assigned

*This role is located at our West Hollywood office and requires physical presence on-site.

Qualifications:

• Prior experience in a legal setting is highly beneficial
• Strong attention to detail
• Ability to quickly learn and adapt to new software, processes, and procedures
• Strong organizational and time management skills, with the ability to prioritize tasks efficiently
• Capable of efficiently managing high work volumes in a fast-paced setting and adapting to changes
• Ability to maintain professionalism, always responding calmly and courteously
• Excellent verbal and written communication skills
• Ability to work collaboratively in a team environment, as well as independently with minimal supervision
• Demonstrate problem-solving skills and the ability to think critically in a variety of situations
• Excellent follow-through to meet multiple deadlines
• Flexibility to adapt to changing conditions and work assignments, with a willingness to take on additional duties as required
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• A Bachelor's degree
• Paralegal Certificate is a PLUS

Compensation

$20 to $25 per hour

Comprehensive Benefits Package

• Retirement Savings: 401(k) plan available
• Career Development: Opportunities for professional growth and advancement
• Comprehensive Insurance Coverage:
• Health Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Account
• Life Insurance
• Paid Time Off
• Free onsite parking

We are an equal opportunity employer and offer competitive compensation and benefits, and opportunities for growth.

Our Firm has an immediate opening for an experienced Family Law Legal Assistant to join our Overland Park office. This role is ideal for a seasoned professional who can provide high-level support to two to three attorneys in the early stages of their practice, while helping ensure organization, efficiency, and strong client service across matters.

The ideal candidate will, among other duties assigned: draft and prepare legal correspondence, pleadings, and discovery; manage attorney calendars and deadlines; assist with case strategy and file management; and provide administrative and organizational support. This position also plays an important role in helping guide and support newer attorneys as they develop their practice.

Excellent communication and organizational skills, the ability to manage multiple priorities simultaneously, strong attention to detail, and a proactive, solutions-oriented mindset are essential. Participation in ongoing learning and development, along with a willingness to mentor and collaborate with team members, is expected.

Preferred Qualifications:

• 5+ years of family law or related legal experience strongly preferred (10+ years highly valued)
• Paralegal certification preferred, but not required
• Experience supporting multiple attorneys in a fast-paced environment
• Familiarity with Tabs3 billing and case management software is a plus
• Strong working knowledge of Microsoft Word, Excel, and Outlook
• Solid understanding of legal terminology, court filing requirements, and case workflows

Education & Experience Requirements:

• High school diploma or GED required
• Equivalent combinations of education, certification (ALS, PLS, CPS, or paralegal certificate), and experience will be considered

Compensation:

• Salary range: $50,000 – $62,000 annually, depending on experience and education
• The higher end of the range is reserved for candidates with significant experience (10+ years)
• Eligible for firm Paralegal Bonus Program with potential to earn up to an additional $10,000 annually

Benefits:

• Dental Insurance
• Health Insurance
• Pediatric Dental & Vision Insurance
• Life Insurance
• Employee Assistance Program (EAP)
• Long Term Disability Insurance
• Short Term Disability Insurance
• Flexible Benefit Spending Plan (Section 125)
• 401(k) with Firm Matching
• Free Parking
• Paid Holidays
• Paid Time Off
• Flex Time
• Limited Telecommuting Program
• Discounted Legal Services
• Pet-friendly Workplace

Job Type: Full-time

Work Location: In person (Overland Park office)

Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

Objective: The Legal Administrative Assistant / Receptionist is responsible for providing administrative support to our paralegals and reception duties, managing office supplies and additional administration as detailed below.

This position is designed for a highly motivated individual who excels in a fast paced, entrepreneurial environment that values top-quality work and positive contributions to the workplace.

Hours: Monday – Friday (8:30AM – 5:00PM); 5 days a week in office

Reports to: Director of Litigation Support Services (with dotted line to Branch Office Administrator)

Classification: Non-Exempt Position

Essential Functions:

Legal Admin Duties:

• Obtain and circulate docket sheets from the appropriate Court’s website (i.e. pre-litigation)
• Obtain and circulate legal/case-related articles and opinions
• Complete the transmittal of enclosure letters (i.e. creation of UPS/FEDEX, labels, priority mail labels)
• Print out and distribute documents as requested by paralegals
• Assist with scanning and saving documents into firm’s document management system
• Revise charts used for internal purposes (i.e. templates, list of mediators/judges)
• Update case contact lists
• Obtain and prepare exhibits for court or arbitration filings
• Maintain internal filing and file hard copy legal documents
• Provide additional support including but not limited to handling outgoing mail, saving and circulating internal mail, scanning, copying, binder creation and breakdown, and faxing
• Word processing, data input, and other legal support tasks

Reception Duties:

• Greet clients, vendors and guests upon arrival
• Answer office general telephone line during business hours
• Manage incoming/outgoing mail
• Office-related errands (Fed Ex, UPS, Wellness Shopping)
• For all meetings and events, order lunch and/or provide meal vouchers
• Provide parking vouchers for visitors

Facilities:

• Maintains daily order of:
• Conference Rooms, including:
• pre-meeting set-up and post-meeting cleanup
• set up computer and projector for virtual meetings and in-office presentations
• facilitate reservations and use of conference room
• Copy Room/Office Supply Area
• Reception Area
• Kitchen/breakroom Area, including ensuring it is kept clean and tidy; run dishwasher as needed; put clean dishes away
• Breakdown of boxes and other large items for disposal as needed
• Maintain organization of supply closets/cabinets
• Provide local support for marketing meetings and events including printing materials and preparing binders

Inventory management:

• Track Inventory on a weekly basis; proactively order supplies to ensure the firm doesn’t run out of needed items
• General Office Supplies (printer ink, pens, paper, etc.)
• Litigation supplies (exhibit tabs, red wells, etc.)
• Kitchen Supplies – Coffee, water, snacks, wellness items
• Keep printers stocked with paper and change printer cartridges, when needed

Skills Required:

• At least 1 year of experience as a legal assistant or 2+ years of administrative experience
• Understanding of office procedures, litigation processes and related requirements preferred
• Excellent grammar and proofreading skills
• Strong attention to detail
• Ability to multi-task, plan, and work in a fast-paced environment while taking direction from multiple paralegals with high expectations of performance
• Highly organized
• Excellent communication skills
• Intermediate to advanced skills in MS Word, Outlook, Excel and PowerPoint
• Must work well with a team
• Must be able to work independently, be a self-starter and take initiative

Salary Range: $60k – 65k

The Firm is providing this good-faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors, including the applicant’s skills and years of experience.

Performance and Hours-Based Bonuses: This position is also eligible for an annual discretionary performance-based bonus (percentage of salary).

Benefits: This position is eligible for many additional benefits, including paid time off, sick time, medical and dental benefits, 401K contribution (and matching).

COMPANY OVERVIEW

Jenner & Block LLP is a law firm with a fearless reputation and global reach, high-level problem solvers in litigation, government controversies, investigations, regulatory challenges, and complex corporate transactions. With offices in Century City, Chicago, London, Los Angeles, New York, San Francisco, and Washington, DC, the firm represents a wide range of clients, counseling Fortune 100 companies, large privately held corporations, major nonprofits, top universities, private equity investors, and Native American tribes. Consistently recognized as a firm that stands up for its values with its commitment to justice and community service, Jenner has been named the No. 1 pro bono firm 13 times in the United States by The American Lawyer.

Jenner & Block offers a comprehensive benefits program, which includes medical, dental, and vision insurance, 401(k), and paid time off, in addition to other offerings.

POSITION SUMMARY

The Legal Practice Assistant, working under the supervision of the Office Manager, provides a wide range of administrative, clerical, and document services to support the workflow and client service needs of attorneys and other timekeepers. Job duties require close collaboration and working with other assistants to and lawyers in the performance of a variety of administrative and practice specific duties as assigned. The Legal Practice Assistant is a non‐exempt position. The hours are 8:45 am – 5:15 pm, Monday ‐ Friday and additional hours as required.

ESSENTIAL JOB FUNCTIONS

• Collaborates with firm assistants and other teams to provide designated and "as needed" administrative services to assist in delivering exemplary service.
• Creates, edits, formats, and proofreads a wide variety of documents, including memoranda, correspondence, legal, and court documents.
• Receive assignments from attorneys and others, performing tasks as requested; update requestor regarding receipt and status of tasks/projects, and consistently meet agreed upon deadlines.
• Input attorney time into the WebTime time entry program. Stay up to date regarding client-specific billing requirements. Assist timekeepers with maintaining appropriate time entry requirements and standards through outreach and communication.
• Work with the Billing department in all aspects of the billing cycle, including but not limited to the review of client billing for accuracy, edits to content/grammar; resolution of billing problems; and efficient changes to the process.
• Accurately prepare and input attorney expense reimbursements and process client-related vendor invoices for payment.
• Sort, open, prioritize and route incoming mail. Prepare outgoing mail including U.S.P.S., U.P.S. and Federal Express. Coordinate messenger pick-ups and deliveries when necessary.
• Coordinate meeting set-ups, including but not limited to conference calls, Zoom and Teams meetings and in-person meetings.
• May assist with the organization and planning of events. Assists with collection of marketing materials.
• Coordinating with attorney talent team, may obtains approvals and coordinate attendance for outside training programs (MCLE).
• Assists with creating and maintaining client/matter and communication lists.
• Maintain calendar and contacts for attorneys. Maintain electronic filing system via Outlook.
• Perform document conversions, e.g., PDF to Word, etc.
• Handle telephone calls from internal and external sources including taking accurate messages and appropriately routing calls.
• Coordinate prints, scans and duplicating projects with Digital Document Center or Print/Mail Service Centers.
• Coordinate travel arrangements (air, hotel, rail, car rental and black car) with firm-provided travel agency.
• Coordinate the New Matter Intake process. Prepare, finalize, and distribute new client Engagement Letters, New Business Memo, etc. Including follow-up with client to ensure receipt of fully executed Engagement Letter. Initiate Conflicts Checks.
• Perform other related duties, special projects, and assignments as required.
• Provide back-up support and vacation coverage.
• Proactively follows-up with managers and colleagues for feedback on projects completed and requests for additional assignments.

QUALIFICATIONS AND REQUIREMENTS

• Proficient in basic computer applications including Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Flexibility to adjust hours and work the hours necessary to meet business needs. Ability to work overtime as needed.
• College degree preferred or equivalent work experience.
• Lifelong learner and understanding of the need for continuous improvement.
• Demonstrated willingness to take initiative and ability to work both independently and in a team environment with a customer service focus.
• Skilled in collaborating with staff/team members in a complex matrix management environment and managing associate, attorney, and paralegal expectations.
• Discernment to appropriately handle confidential and sensitive information.
• Demonstrated ability to communicate effectively and professionally in a fast-paced and deadline driven environment.
• Effective interpersonal and communication skills, both verbal and in writing.
• Excellent client service skills, including being comfortable interacting with firm clients.
• Excellent organizational skills, ability to effectively prioritize workload, and strong attention to detail.
• Must be able to follow directions.
• Sound business judgment.
• Proven ability to multi‐task.
• Demonstrated foresight to anticipate lawyers' needs.

Disclaimer

Additional Duties

This job description is intended to provide a general overview of the primary duties and responsibilities for the position. It is not an exhaustive list of all tasks or responsibilities that may be assigned. The role may include additional duties, specialized projects, and other tasks as required. The firm reserves the right to modify or adjust the responsibilities to meet business needs.

Physical Requirements

Candidates must be able to meet the physical demands of the position, including the ability to commute to the office as required on designated in-office days based on the position. The firm is committed to providing reasonable accommodations in accordance with the Americans with Disabilities Act (ADA) for qualified individuals with disabilities.

EEO Statement

Jenner & Block LLP is an equal opportunity employer. Recruitment and employment decisions are not made on the basis of an individual's race, color, creed, religion, national origin, ancestry, citizenship status, age, non-disqualifying physical or mental disability or medical condition, genetic information, sexual orientation, sex, gender identity and/or expression, pregnancy, childbirth, breastfeeding or related medical conditions, arrest record, matriculation, personal appearance, political affiliation, marital, parental, veteran, military, or order of protection status, or any other protected status or that of their relatives, friends, or associates.

Jenner & Block is proud to offer a competitive total rewards package, including comprehensive health & well-being benefits and 401k profit sharing. The anticipated pay range for this role in San Francisco is as follows:

• 2-5 Years of relevant experience: $85,000 - $100,000
• 6-10 years of relevant experience: $95,000 - $110,000
• 11-20 years of relevant experience: $105,000 - $120,000

The actual offered rate for this position will be determined based on several factors, including qualifications and experience, geographic location, education, external market data, and consideration of internal equity.

• Draft, review, and prepare legal documents including motions, pleadings, affidavits, discovery responses, subpoenas, and correspondence.
• Assist with criminal law cases by reviewing evidence, organizing discovery, preparing case summaries, and supporting trial preparation.
• Support family law cases involving divorce, custody, parenting time, child support, and protective orders.
• Conduct legal research using platforms such as Westlaw or LexisNexis and prepare written summaries.
• Manage case files, maintain accurate records, and track deadlines, hearings, and court dates.
• Perform state and federal court e-filing and ensure adherence to procedural rules.
• Communicate professionally with clients, opposing counsel, court staff, and law enforcement agencies.
• Assist attorneys with trial preparation, including organizing exhibits, witness lists, and trial binders.
• Handle sensitive and confidential information with a high level of discretion.
  
  

• 2–3 years of legal administrative experience, ideally in criminal defense and/or family law.
• Strong understanding of state court procedures and filing requirements.
• Excellent writing, editing, and communication skills.
• Ability to multitask, prioritize work, and operate independently under deadlines.
• High degree of professionalism, discretion, and client-service orientation.
  
  

• Paralegal certificate or degree in Paralegal Studies.
• Experience preparing trial materials and supporting attorneys in trial settings.
• Familiarity with local court rules and e-filing systems.
  
  

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position supports senior bank and department management to be compliant with bank and investor guidelines with portfolio and investor mortgage loans, by conducting legal servicing (foreclosure and bankruptcy) functions.

Essential Responsibilities:

• Supports CRES management in conducting legal servicing functions, in order to effectively protect bank and investor collateral by, but not limited to:
  • Foreclosure, from referral to sale/auction
  • Bankruptcy, from filing/proof of claim to discharge/dismissal
  • Administrative, from investor to protective advance workflows
  • Insurance claims, from mortgage guarantee to total loss claims
  • Legal servicing requests
• Develops, maintains, and administers policies and procedures established and guided by the bank, investor, and/or regulatory agencies, to remain in compliance
• Collaborates with:
  • All CRES staff to ensure borrowers are properly addressed regarding:
    • Remedying foreclosure actions
    • Handling bankruptcy accounts
  • Home retention (collections and loss mitigation) staff for:
    • Deed-in-lieu of foreclosures
    • Short sales
  • Other departments and branches to improve or develop effective practices, address needs, and expand on opportunities
  • Investors as applicable for secondary market accounts
• Performs all collection and servicing staff duties as needed
• Other duties as assigned

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the CRES Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• Bachelor's Degree or equivalent specialized training and work experience required
• All applicants must be 18 years of age or older

Skills:

• Proficient reading, writing, and grammar skills
• Excellent mathematical skills
• Proficient communicative skills.
• Must be able to demonstrate ability to analyze data from reports/workbooks and have thorough knowledge of Excel
• Ability to create, implement, and maintain workflows bases on regulatory guidelines
• Highly organized; results driven with competency to meet demands of proficiency, effectiveness, and efficiency.
• Must be collaborative, have the ability to adapt and reprioritize, and have an independently objective mindset
• Must be able to consistently demonstrate the Company's core values; integrity, excellence, and teamwork

Experience:

• Minimum of two (2) years with collections, foreclosure, bankruptcy, loss mitigation, finance, accounting, legal, or real estate fields strongly preferred.

Hours: 40 hours/week (some OT including night, weekends & holidays)

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Looking for a rewarding career in Dallas, TX. A busy law firm is seeking a skilled Estate Planning and Probate Legal Assistant to join their team. This is a direct hire opportunity to become a vital member of a growing practice and support attorneys in estate planning and probate matters.

Company Profile

A top multi-service law firm in Texas known for professionalism, client service, and collaborative team culture. The firm offers a fast-paced, dynamic work environment with opportunities to grow and expand your estate planning expertise.

Estate Planning and Probate Legal Assistant Role

Prepare and revise legal documents, including wills, trusts, tax forms (706s, 709s), and asset lists.

Draft, edit, and proofread correspondence, legal memoranda, and other communications.

Transcribe dictation from voicemails and other sources accurately.

Manage incoming and outgoing mail and electronic correspondence.

Answer and direct incoming phone calls, respond to general inquiries.

Schedule and coordinate conference calls, client meetings, and appointments.

Maintain attorney calendars, track deadlines, and manage multiple schedules.

Open, organize, and maintain client files, ensuring proper filing procedures.

Review and process monthly billing memos and enter attorney time records.

Arrange travel and business itineraries as needed.

Communicate professionally with clients and internal staff at all levels.

E-file documents in federal and state courts as required.

Strong filing, typing, and discernment is needed.

Estate Planning and Probate Legal Assistant Background Profile

Minimum of five years of legal assistant experience, preferably in estate planning and probate

Strong knowledge and experience drafting wills, trusts, and related estate planning documents

Proven ability to manage multiple calendars, deadlines, and priorities

Solid working knowledge of Microsoft Office (Word, Outlook, Excel, PowerPoint)

Proficiency in electronic court filing systems (Federal and State)

Typing speed of at least 80 words per minute

706/709, NetDocs, & Orion experience is not required, but would be a huge plus

Excellent verbal and written communication skills, with strong grammar, spelling, and proofreading abilities

Strong organizational skills and attention to detail

Strong filing, typing, and discernment is needed

Ability to work both independently and collaboratively within a team

Dependable, professional, and able to maintain confidentiality

Features and Benefits

Multiple healthcare and dental plans

Life insurance

Vision insurance

401k retirement plan

Paid parking