Varnum
Grand Rapids Legal Secretary - Estate Planning
Varnum, Grand Rapids, Michigan, us, 49528
Grand Rapids Legal Secretary - Estate Planning
Varnum LLP, a Michigan-based, full-service law firm with over 180 attorneys and six offices has a
full-time opening
for a
Legal Administrative Assistant
supporting our
Estate Planning Practice Team in our Grand Rapids office.
We are seeking a candidate who is extremely organized, with keen attention to detail and a superb commitment to client service, who can work independently in this role.
Requirements: Strong verbal and written communication skills. Technical expertise in MS Office (Outlook, Word, Excel). Excellent grammar, proofreading, and organizational skills. Willingness to work in a team-oriented service environment with attorneys and staff members to provide excellent service to our clients. Willingness to work directly with clients through phone, email and in-person meetings to sign estate planning documents. Project management skills with demonstrated initiative, working with multiple attorneys. Preferred:
Experience in estate planning, trust and estate administration, and the probate process. Bachelor's degree in legal studies or 2+ years' experience as a legal assistant or experience in a law firm, preferably
estate planning
and/or
probate. Experience in drafting documents using HotDocs. Proficiency with PDF documents and iManage, or other document management systems. Responsibilities:
Prepare, edit, and proofread legal documents and correspondence. Prepare for and assist with client meetings to review and execute estate planning documents. Prepare and file probate documents for estate administration, guardianship, and conservatorship proceedings in Probate Court. Support administration of trust accounts working with trustees, beneficiaries, attorneys, and other advisors. Transcribe documents from dictation; proofread and edits all documents to ensure accuracy and professional appearance. Maintain attorney calendars and deadline reminders, including but not limited to appointments and follow-up dates. Enter and proofread time in the billing system. Open new files, perform conflict of interest checks through conflicts control system, and maintain all electronic and physical client and general files in a neat and orderly condition. Close inactive files in a timely manner and in accordance with the Record Retention & Destruction Policy and Guideline. Schedule appointments, conference calls, and prepare necessary documents and copies for meetings and closings. Request checks for filing fees, etc. and attorneys' business expense reimbursements. Working as part of a team, assist with legal assistant work overflow or absence coverage as time permits or needs dictate and as requested by other attorneys, paralegals, or Human Resources representatives. Attend staff meetings, training sessions and other required employee meetings. Copy, type, scan, fax and any other general office duties as needed. Maintain confidentiality in all firm and client matters. Assist with other firm work as directed by attorney or paralegal.
Job ID: 228
#INDHP
Varnum LLP, a Michigan-based, full-service law firm with over 180 attorneys and six offices has a
full-time opening
for a
Legal Administrative Assistant
supporting our
Estate Planning Practice Team in our Grand Rapids office.
We are seeking a candidate who is extremely organized, with keen attention to detail and a superb commitment to client service, who can work independently in this role.
Requirements: Strong verbal and written communication skills. Technical expertise in MS Office (Outlook, Word, Excel). Excellent grammar, proofreading, and organizational skills. Willingness to work in a team-oriented service environment with attorneys and staff members to provide excellent service to our clients. Willingness to work directly with clients through phone, email and in-person meetings to sign estate planning documents. Project management skills with demonstrated initiative, working with multiple attorneys. Preferred:
Experience in estate planning, trust and estate administration, and the probate process. Bachelor's degree in legal studies or 2+ years' experience as a legal assistant or experience in a law firm, preferably
estate planning
and/or
probate. Experience in drafting documents using HotDocs. Proficiency with PDF documents and iManage, or other document management systems. Responsibilities:
Prepare, edit, and proofread legal documents and correspondence. Prepare for and assist with client meetings to review and execute estate planning documents. Prepare and file probate documents for estate administration, guardianship, and conservatorship proceedings in Probate Court. Support administration of trust accounts working with trustees, beneficiaries, attorneys, and other advisors. Transcribe documents from dictation; proofread and edits all documents to ensure accuracy and professional appearance. Maintain attorney calendars and deadline reminders, including but not limited to appointments and follow-up dates. Enter and proofread time in the billing system. Open new files, perform conflict of interest checks through conflicts control system, and maintain all electronic and physical client and general files in a neat and orderly condition. Close inactive files in a timely manner and in accordance with the Record Retention & Destruction Policy and Guideline. Schedule appointments, conference calls, and prepare necessary documents and copies for meetings and closings. Request checks for filing fees, etc. and attorneys' business expense reimbursements. Working as part of a team, assist with legal assistant work overflow or absence coverage as time permits or needs dictate and as requested by other attorneys, paralegals, or Human Resources representatives. Attend staff meetings, training sessions and other required employee meetings. Copy, type, scan, fax and any other general office duties as needed. Maintain confidentiality in all firm and client matters. Assist with other firm work as directed by attorney or paralegal.
Job ID: 228
#INDHP