Legal Administrative Assistant – Trusts & Estates

Fennemore CraigPhoenix, AZ
$80,000 - $90,000Hybrid

About The Position

Fennemore has an exciting opportunity in its Phoenix office for an experienced, polished, and highly proactive Legal Administrative Assistant to support attorneys in its Trusts, Estates & Wealth Preservation practice. This role is primarily in-office, requiring four days per week onsite, with the option to work remotely on Fridays after an initial training period. The ideal candidate brings a strong blend of executive-level support experience, exceptional organizational skills, and a polished client-service mindset. While legal experience is valuable, this role is best suited for someone who operates more like a highly skilled Executive Assistant within a legal environment—someone who takes initiative, anticipates needs, manages priorities independently, and keeps both attorneys and clients exceptionally supported. This position supports two attorneys and serves as a key point of contact for clients. The role includes managing communications, coordinating schedules and workflows, preparing and organizing documents, handling billing follow-up and proformas, and ensuring day-to-day operations run smoothly and efficiently. Success in this role requires someone who is detail-oriented, highly organized, tech-savvy, and comfortable taking ownership with minimal oversight. The attorneys value responsiveness, professionalism, and someone who naturally steps in to solve problems and move things forward.

Requirements

  • 5+ years of experience in an Executive Assistant, Legal Administrative Assistant, or comparable high-level administrative support role
  • Proven ability to work independently, take initiative, and proactively manage workflows with minimal direction
  • Exceptional organizational skills and attention to detail
  • Strong interpersonal and communication skills with the ability to interact confidently and professionally with clients and attorneys
  • Advanced technical proficiency, including strong Microsoft Office skills (Word, Outlook, Excel, PowerPoint), DocuSign, Adobe/Kofax, and document formatting tools
  • Experience with document editing, redlining, and track changes
  • Ability to manage sensitive information with professionalism and discretion
  • Active Arizona Notary Public commission
  • High school diploma or equivalent required

Nice To Haves

  • Experience supporting attorneys or senior executives in a law firm or professional services environment
  • Experience with billing support, proformas, and client follow-up regarding outstanding balances
  • Experience with iManage and Intapp
  • Estate Planning, Trusts & Estates, or Wealth Preservation experience is a plus, but not required
  • Experience working in a client-facing role supporting senior-level professionals

Responsibilities

  • Provide high-level administrative and legal support to attorneys in a fast-paced practice
  • Serve as a primary client contact, delivering polished, professional communication in person, by phone, email, and Zoom
  • Anticipate attorney and client needs proactively and independently manage competing priorities
  • Coordinate calendars, meetings, conference calls, client appointments, conference rooms, and related materials
  • Prepare, revise, format, and organize legal and client documents with strong attention to detail
  • Assist with document redlining, track changes, editing, and overall document management
  • Manage proformas, billing follow-up, and past-due client communications in coordination with attorneys
  • Maintain physical and electronic filing systems and ensure accurate organization of client records
  • Track attorney CLE requirements and maintain related records as needed
  • Support office operations and additional administrative responsibilities as assigned

Benefits

  • Competitive Base Salary + Annual Merit Increases
  • On-the-Spot Monthly Bonus Program
  • Workplace Flexibility Options
  • 401(k) Retirement Plan with Employer Match & Profit-Sharing Component
  • Health, Dental and Vision Coverage + Employer Premium Contribution
  • Employer-Paid Group Term Life Insurance
  • Paid Time Off and Paid Holidays
  • Employee Wellness Program
  • Employee Assistance Program
  • Opportunities for professional development
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