Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant)

Fox Rothschild • Atlanta, GA

113d

About The Position

As a member of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). The CSS works collaboratively and cooperatively with others in a team-oriented environment to deliver the highest level of service to internal and external clients. We are a well-established trusts and estates team with a deep client base. The work is varied, interesting, and meaningful. We set high standards for our work product and client service.

Requirements

• Associate's Degree preferred; Bachelor's Degree a plus; applicable work experience may be considered in lieu of a degree.
• Minimum of three (3) years related experience at a law firm or legal or corporate department required.
• Ability to effectively gather and summarize data for reports, find solutions to various administrative problems and prioritize work.
• Must exhibit a high degree of initiative in managing multiple priorities simultaneously in a fast-paced, high-pressure, deadline-driven and detail-oriented work environment utilizing excellent judgment, initiative, decision-making skills and the ability to work independently.
• Excellent verbal and written communication skills. High level of inter-personal skills required to handle sensitive and confidential situations.
• Position requires a highly professional demeanor and appearance including possessing poise, tact and diplomacy.
• Ability to maintain highest level of confidentiality and provide outstanding customer service to internal and external clients/contacts.
• Proven proficiency using legal terminology and experience working in related practice area(s).
• Experience with court/administrative related agency filings and meeting related deadlines.
• Possess a high level of proficiency using a variety of office equipment including personal computer, telephone, transcription equipment, printer, and copier.
• Keyboarding skills of 60 wpm or higher required.
• Must have intermediate-level working knowledge of the MS Office Suite including Outlook, Word, Excel and PowerPoint.

Responsibilities

• Provide superior client service by answering and screening calls in a courteous and timely manner and providing other client assistance when needed.
• Work closely with attorneys, paralegals, and clients to ensure seamless transfer of information.
• Facilitates the management of client specific data to enhance the overall approach to dedicated interactions.
• Manage workflow of assigned tasks and projects, prioritizing incoming tasks to meet deadlines and coordinate with other support services to complete work.
• Manage attorney calendars and assist in meeting deadlines, including tax-related deadlines and client calls/meetings, coordinate attorney and/or client travel arrangements and collaborate with the client regarding same.
• Prepare legal documents, memoranda, and correspondence from draft or dictated text.
• Create, edit, format, and proofread documents, spreadsheets and presentations with the highest level of accuracy and attention to detail.
• Assist multiple attorneys as primary assignment and provide additional support, back-up, and PTO coverage for the CSS assigned to the team.
• Transmit legal documents, memoranda, and correspondence to clients, witnesses and court officials by electronic filing, fax, email, mail and/or messenger.
• Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
• Calendar all critical deadlines and other dates requiring action into a calendaring database and ensure accurate calculations, including tax-related deadlines; maintain and manage these deadlines.
• Work proactively with Legal Team Assistants to accomplish tasks.
• Collaborate with resources, including Attorney Resource Center, as appropriate to complete projects and tasks.
• Adhere to all firm policies, procedures, standards and guidelines while maintaining confidentiality.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Associate degree
• Number of Employees: 1,001-5,000 employees