Legal Assistant

Pender & Coward, P.C.•Virginia Beach, VA

11d•Onsite

About The Position

Pender & Coward, P.C. is looking for a Legal Assistant to assist with estate planning and administration, and corporate transactional work, full-time at our office in Virginia Beach, Virginia. This position is in the office; remote work is not available. The position requires working from 8:30am until 5:30 pm Monday – Friday.

Requirements

Expert level verbal and written communication skills. Strong mathematical skills a plus!
Meticulous attention to detail and proofreading skills.
Strong internet skills to navigate websites and download statements monthly.
Exceptional organizational skills with the ability to multitask and meet tight deadlines.
Strong understanding of legal terminology or ability to learn.
Able to establish and maintain effective working relationships with clients, co-workers and other professionals.
High school diploma or equivalent.
Prior experience supporting attorneys preferred.
Microsoft Word proficiency. Basic Excel skills a plus. Ability to learn computer programs, such as document management software is required.

Nice To Haves

Strong mathematical skills a plus!
Basic Excel skills a plus

Responsibilities

Open, organize, maintain, scan and close paper and electronic client files.
Process ingoing and outgoing mail daily.
Prepare for signing and bind estate documents for clients.
Assemble copies of tax returns which are paper filed.
Draft simple legal documents, according to specifications.
Enter data to spreadsheets of client assets and track retitling.
Prepare routine correspondence, tax and accounting documents, reports and letters.
Download and save electronic copies of numerous brokerage statements monthly.
Download and save Schedules K-1, mainly during March, April and September, but some throughout the year.
Renew LLC and corporate registrations, online, for approximately 100 companies a year.
Assemble tax returns for filing for those which are to be paper filed.
Assemble tax returns, which have been electronically filed, with backup and filing verification to be saved electronically.
Maintain attorneys’ calendars; schedule and follow up on all appointments (i.e., clients, case work, and potential clients).
Support attorneys.
Handle confidential information with discretion
Edit and attend to issuance of bills.
Perform a variety of other tasks as assigned.