drjobs Trusts & Estates Legal Administrative Assistant

Trusts & Estates Legal Administrative Assistant

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1 Vacancy
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Job Location drjobs

Milwaukee, WI - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

We have an immediate opening in our Trusts & Estates department in our Milwaukee office. Our Trusts and Estates Practice helps clients build and preserve their wealth both for themselves and for their heirs. Besides providing comprehensive trust and estate services our attorneys often collaborate with financial institutions and trust companies to promote the clients best interests and ensure the clients needs are met.


You will join a team whose services include a comprehensive and continuous analysis of the clients assets and incomes in relation to their financial and personal goals.


As part of our Trusts & Estates legal team some of the essential duties and responsibilities will include:

  • Type from rough draft handwritten materials and/or dictation into proper format.
  • Compose basic or routine letters/transmittal e-mails.
  • Enter timekeepers time entries.
  • Proofread for spelling punctuation and grammar.
  • Schedule and calendar appointments and meetings; make travel arrangements and complete expense reports.
  • Process mail; route documents via U.S. Mail e-mail delivery service fax etc.
  • Obtain/maintain contact information.
  • Serve as back-up to other assistants.
  • Perform general research for timekeepers.
  • Monitor e-mail regular mail and voice mail.
  • Open files and organize and maintain filings (including electronic filing) and files; assist timekeepers with tracking deadlines and organizing projects.
  • Answer phones and resolve questions or concerns from clients other attorneys and co-workers.
  • When requested monitor timekeepers e-mail regular mail and/or voicemail. Arrange for responses whenever possible. Report responses/status of items to timekeepers.
Requirements

This position requires superior administrative skills. You must be a professional with 3-5 years of administrative assistant experience; legal or experience in a professional services organization preferred. A Bachelors Degree is a plus.

Other required qualifications include:

  • Excellent written oral and e-mail communication skills.
  • Excellent listening skills.
  • The ability to work comfortably in a team environment.
  • Prioritize and handle/complete multiple tasks with competing deadlines.
  • Outstanding customer service/interpersonal skills.
  • Strong technology skills. Demonstrated proficiency and experience with Microsoft Word/Excel/Outlook/PowerPoint; and willingness to learn new tools.
  • Typing speed of 65 wpm or more.
  • Exceptional organizational skills.
  • Strong attention to detail with a commitment to accuracy.
  • Superior grammar spelling vocabulary and language skills.
  • Efficient flexible and patient.
  • Ability to display complete discretion and tactfulness with confidential information.

While performing the duties of this job the employee must be able to frequently use a keyboard calculator and telephone. Frequent sitting walking talking hearing and occasionally stand stoop bend kneel crouch crawl lift (20 lbs.) and an ability to adjust vision for close vision work. Reasonable accommodations will be made for qualified individuals with disabilities consistent with applicable law.


Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and/or certain state or local laws. Please contact Human Resources at if you need a reasonable accommodation or other assistance to participate in any aspect of the application process.

Employment Type

Full Time

Company Industry

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