Planning Legal Assistant

Steinbacher Goodall & Yurchak•Wilkes-Barre, PA

1d•$20 - $22•Onsite

About The Position

Steinbacher, Goodall & Yurchak is seeking a Planning Legal Assistant who is organized, compassionate, detail‑oriented, and motivated by meaningful client work. This role is essential to supporting our estate planning and long‑term care planning clients and ensuring that each matter is handled with care, accuracy, and professionalism. The ideal candidate thrives in a collaborative legal environment, values integrity and excellence, and takes pride in providing exceptional service to both clients and teammates.

Requirements

Strong organizational and time‑management skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
High attention to detail and commitment to accuracy
Proficiency with Microsoft Office and standard office technology
Ability to work independently while contributing positively to a team environment
Professional demeanor with a strong customer‑service mindset
Active Notary Public license in Pennsylvania OR willingness to obtain notary licensure upon hire (firm support provided)

Responsibilities

Assist clients with estate planning and long‑term care planning matters by gathering, organizing, and compiling asset and client information
Prepare and maintain client information summaries, asset listings, and funded asset lists following trust funding
Perform trust funding tasks in accordance with firm policies, including updating ownership and beneficiary designations and verifying accuracy
Attend client appointments and support attorneys during signing meetings
Serve as a notary during document signing appointments
Conduct records research online and at courthouses, including tax assessments, deeds, and gas leases
Record legal documents at county courthouses as required
Prepare, proofread, and manage correspondence and legal documents
Maintain and organize hard‑copy and electronic files
Schedule client appointments and consultations while delivering outstanding customer service
Manage calendars for attorneys and staff to ensure accuracy and timeliness
Answer phones, route calls appropriately, and assist walk‑in clients
Perform general office tasks including scanning, mailing, filing, and data management
Maintain strict confidentiality of all client and firm information
Follow firm procedures to ensure work is completed accurately and thoroughly
Support team members and attorneys with additional tasks as assigned