Experienced Legal Administrative Assistant (Estate Planning)
Monroe Moxness Berg PA
Job Description
Description: PLEASE NOTE: Must have a minimum of three (3) years of Estate Planning Experience Monroe Moxness Berg is a boutique Minneapolis (Edina) law firm nationally known for its innovative work in the areas of brand concept growth and protection, multi-unit retail/franchising and distribution, and corporate finance. Our attorneys share their clients' entrepreneurial spirit, and because many of them combine legal expertise with professional training in finance or taxation, they can provide the caliber of service that truly makes us "More Than a Law Firm." Visit our website at www.mmblawfirm.com . We have an immediate need for a full-time LAA with 3-5+ years of estate planning, probate, and trust administration experience.
The successful candidate is smart, outgoing, proactive, comfortable with technology, familiar with the legal and law firm environment, and possesses strong interpersonal skills and attention to detail. WealthCounsel software experience a plus. Essential Job Duties: Heavy client communication; Ensure legal team is prepared with necessary materials for meetings; Manage and maintain multiple calendars and schedules; Review electronic and paper mail; Maintain files both in hard-copy and in the firms document management system; General administrative tasks including copying, scanning, processing time sheets and expense reports; Client contact during document signings; May be involved in: o Preparation of legal documents and correspondence; o Drafting wills and trusts Education and Experience: Bachelor's degree preferred; however, an associate's degree and related experience will also be considered.
Additional consideration will be given for Paralegal certificate holders. Individuals with estate planning, commercial real estate, and/or corporate legal experience are strongly encouraged to apply. Teamwork and Applied Skills: Strong written and verbal communication skills.
Ability to manage multiple requests, assess priorities