Legal Assistant - Taxes, Trusts & Estates

Bradley Arant Boult Cummings • Nashville, TN

7d

About The Position

The Legal Assistant supports the Taxes, Trusts & Estates practice group by providing administrative and secretarial assistance to attorneys and helping deliver quality legal services to clients. The role involves complex and specialized secretarial work as well as general administrative activities. The assistant primarily supports a group of attorneys and provides backup assistance to others as needed, collaborating with colleagues in the local office and across other Bradley locations.

Responsibilities include preparing and proofreading correspondence and legal documents; filing court documents and following applicable local and judge-specific requirements; maintaining matter files, records, deadlines, and calendars; supporting billing and client intake; coordinating meetings and travel; and assisting with firm, practice-group, and client communications. The role also includes document management, database updates, mail and package handling, CLE and training coordination, and other administrative support as requested. A Notary Public may be required when applicable.

Candidates must have a high school diploma and prior legal assistant experience. A bachelor's degree is preferred, as is experience in Taxes, Trusts & Estates. The position requires knowledge of legal terminology, documents, and litigation processes; advanced computer skills; strong communication, organizational, client-service, and teamwork abilities; and the ability to manage concurrent tasks and deadlines in a fast-paced environment. Various physical activity may be required.

Bradley offers competitive salaries commensurate with experience, comprehensive benefits, professional development support, and a collaborative, inclusive, and supportive culture.

Requirements

• High school diploma.
• Prior experience as a legal assistant.
• Demonstrated knowledge of legal terminology, legal documents, and legal processes in litigation.
• Advanced computer skills, including Microsoft Word, Outlook, and Excel, as well as document management systems, e-Filing, and database software.
• Ability to learn and adapt to new software programs.
• Excellent oral and written communication skills.
• Accuracy, attention to detail, and good organizational skills.
• Ability to work effectively and proactively under pressure in a fast-paced environment.
• Ability to coordinate multiple tasks concurrently and meet deadlines.
• Strong client service focus and ability to work effectively in a team environment.
• Demonstrated initiative, flexibility, resiliency, and ability to adapt to change.
• Self-motivation and ability to work with minimal supervision.
• Various physical activity may be required.

Nice To Haves

• Bachelor’s degree.
• Taxes, Trusts & Estates experience.
• NetDocs experience.

Responsibilities

• Provide excellent service to internal and external customers.
• Prepare routine correspondence, memoranda, and legal documents, including pleadings notebooks, indexes, and exhibits.
• File court documents electronically and in document form, following applicable local and judge-specific requirements.
• Anticipate assigned attorneys’ needs by drafting correspondence and preparing shell pleading and discovery documents in advance.
• Proofread documents for accuracy and completeness before distribution or filing.
• Prepare and submit client intake forms.
• Establish and maintain appropriate files and records, including control files for matters in progress.
• Follow up to ensure court-ordered actions are completed.
• Use standard naming and profiling conventions when scanning, emailing, and saving documents to the document management system.
• Update contact records in Outlook and firm databases.
• Request pre-bills and statements as needed, prepare statements for signature, and send them out.
• Review and follow up on client deadlines and calendar appointments.
• Coordinate meetings such as depositions, mediations, and interviews, as well as attorney travel.
• Assist with completing and tracking CLE compliance, presentations, and training programs, and organize other non-billable activities.
• Answer telephone calls, take messages, provide information, and receive information concerning matters handled by assigned attorneys.
• Prepare and send faxes, documents, mail, certified mail, overnight mail, FedEx packages, and interoffice mail.
• Master skills specific to the assigned practice group, including preparation of correspondence, spreadsheets, minutes, reports, and other documents.
• Assist legal and non-legal personnel as requested.
• Serve as a Notary Public when applicable.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits including medical, dental, vision, life, disability, and retirement.
• Professional development support, including CLE tracking and training programs.
• Collaborative, inclusive, and supportive culture.
• Competitive salaries commensurate with experience.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED