Legal Assistant - Taxes, Trusts & Estates

Bradley•Nashville, TN

About The Position

The Legal Assistant supports the Taxes, Trusts & Estates practice group by providing administrative and secretarial assistance and helping deliver quality legal services to clients. The position generally supports a group of attorneys as a primary assignment and provides backup assistance to others as needed. The Legal Assistant works collaboratively with colleagues in the local office and personnel in other Bradley locations.

Requirements

High school diploma.
Prior experience as a legal assistant.
Knowledge of legal terminology, legal documents, and litigation processes.
Advanced computer skills, including MS Word, Outlook, Excel, 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.
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 preferred.
Experience in Taxes, Trusts & Estates strongly preferred.
NetDocs experience strongly preferred.

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 to promote timekeeper efficiencies, including 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 accurately.
Establish and maintain appropriate files and records.
Maintain control files for matters in progress and 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 for billing purposes, prepare statements for signatures, and send them out.
Review and follow up on client deadlines and calendar appointments.
Coordinate arrangements for meetings, including depositions, mediations, and interviews, and arrange attorney travel.
Assist with completing and tracking CLE compliance, presentations, and training programs, and organize other non-billable activities.
Answer telephones, take messages, provide information, and receive information concerning matters related to the legal work 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 preparing 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.