Administrative Support Assistant - Estate Planning & Taxation

Dykema

3d

About The Position

Dykema Gossett PLLC, a leading national law firm, is recruiting for an
Administrative Support Assistant in Bloomfield Hills, Michigan. The core duties
and responsibilities of this position revolve around supporting others and
delivering exceptional customer service. Under the supervision of the Office
Administrator, the ASA is responsible for providing administrative support to
meet the daily needs of the office location. The role involves supporting the
Estate Planning and Taxation team by assisting with general estate and trust
administration, managing calendars, editing estate planning documents, preparing
confidential correspondence and assisting with complex corporate reports. The
assistant will also assist with estate planning signing binders, mailings/tax
filings, attorney time entry and billing,
opening matters/new business intake
(NBI) and making travel arrangements when needed. The ideal candidate should be
highly organized, detail-oriented, and proficient in Microsoft Office Suite and
PDF manipulation software. Strong written and verbal communication skills,
experience with document management systems, and the ability to prioritize and
manage multiple projects are essential.

Requirements

• High School diploma plus two years of post-high school education and related work experience required; Associate’s Degree or higher preferred.
• Prior experience working in Estate Planning, Taxation, Probate or related legal practice area is required.
• Detail-oriented, highly organized with a high level of professionalism.
• Excellent written and oral communication skills required, including ability to effectively draft and proofread business and legal documents.
• Exceptional customer service skills required; ensures total customer satisfaction through understanding of customer expectations, proactive problem identification/resolution, and maximizing opportunities to build relationships.
• Ability to be flexible, work flexible hours when required, and respond quickly and calmly to urgent situations.
• Ability to work independently with some level of autonomy, taking initiative to ensure performance aligns with the successful operations of the office.
• Ability to utilize basic features of Microsoft Office Suite applications with moderate guidance and support; typing requirement of 55 wpm.
• Experience operating administrative office equipment (e.g., high-speed copier, scanner, fax machine).
• Ability to execute tasks in a client-centric manner and to work effectively and efficiently in a team setting and with a diverse group of people at all levels of the organization.
• Ability to take direction, receive and apply feedback, and communicate support needs.
• Ability to effectively follow procedures and manage competing priorities; demonstrate attention to detail, accuracy and excellent organizational skills.
• Occasionally working overtime, evening or weekend hours may be required.

Responsibilities

• Provides day-to-day support to attorneys and other legal professionals in the Estate Planning and Taxation practice group including assisting with preparing, organizing, executing and filing documents.
• Creates, types, modifies and saves correspondence, memoranda, notes, outlines, legal documents, abstracts, charts, forms, etc., whether from drafts, originals or dictation.
• Copies and scans documents; and creates/updates binders.
• Assist with numerous client tax returns throughout the entire calendar year and the annual tax deadline. Includes copying, scanning, binding, etc. for mailings.
• Assist with specialized filings and mailings which include copying, scanning etc. for mailing to the IRS.
• Enters new clients and matters by preparing and submitting conflict check forms, screening forms and new matter request forms through NBI system.
• Enters attorneys’ time and expenses from logs, diary notes, correspondence, etc., which include month end reporting, scanning/sending all PGL monthly prebills to billing coordinator(s) for processing and invoicing to clients. Maintain reports and organize prebills by month for easy retrieval and review.
• Assist legal support team with service and processing of court documents, maintaining and updating pleading clips that contain probate filings; may assist with research to locate specialized/historic client documents.
• Scans, logs and uploads documents, emails and files into firm’s electronic document management system (NetDocs); provides back-up administrative support for Administrative Assistants.
• Assists attorneys with scheduling; makes travel arrangements.
• Assists document clerks with overflow filing needs, including organizing client, attorney or section files.
• May assist with training of interns or other support personnel on Estate Planning basic functions.
• Performs other administrative duties as assigned by Office Administrator.

Benefits

• Dykema offers an excellent salary and benefit package, including transportation assistance.
• Dykema provides a professional, diverse and collaborative workplace where all employees can thrive.
• Dykema has achieved, and continues to participate in, Mansfield Certification.
• Our work environment is business casual.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree