Estate Planning Legal Assistant

We are offering an exciting opportunity for an Estate Planning Legal Assistant based in MINNEAPOLIS, Minnesota. The role involves providing comprehensive support to a busy estates and trusts practice group. You will play a critical part in managing and scheduling estate planning meetings, assisting with client communication, and maintaining accurate tracking of clients' estate planning documents.

Responsibilities:

• Schedule and coordinate estate planning meetings with clients, ensuring efficient use of attorney's time.
• Assist during meetings where clients sign estate planning documents, ensuring all procedures are followed accurately.
• Maintain regular contact with clients via telephone and email, providing exceptional customer service at all times.
• Keep track of off-site storage of clients’ estate planning documents, ensuring secure and organized record keeping.
• Collaborate effectively within the firm's team, contributing to a positive and supportive working environment.
• Provide concierge services to our clients, delivering high-quality legal service with sensitivity.
• Utilize Microsoft Office Suites to manage and organize work effectively.
• Handle a variety of administrative and scheduling tasks, ensuring timely completion.
• Develop a general familiarity with estates and trusts including wills, trusts, powers of attorney health care directives, and health care powers of attorney.
• Maintain effective oral and written communication skills with clients, attorneys, and other professionals.
• Proficiency in Microsoft Office Suites is required.
• Familiarity or experience with wills is highly preferred.
• Excellent customer service skills are essential.
• No minimum years of experience required, entry-level candidates are welcome.
• Ability to communicate effectively and professionally, both verbally and in writing.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and ability to handle multiple tasks simultaneously.
• Demonstrated ability to maintain confidentiality and handle sensitive information.
• Interest in estate planning or related legal fields is beneficial.
• Bachelor's degree in a related field or equivalent experience is preferred.
• Paralegal certification is a plus, but not mandatory.
• Some knowledge of legal terminology is beneficial.

Firm Offers:

• Competitive compensation
• Medical, Dental, Vision Insurance
• 401k with matching contribution
• PTO
• Discounted on-site parking/bus pass