JOB TITLE:  Legal Assistant - Private Client Services      

SUMMARY:  Under general supervision and according to established policies and procedures, performs a variety of secretarial and administrative duties for legal professionals in the Private Client Services practice with a focus on operational excellence and client service. Establishes and maintains positive relationships with attorneys, staff and clients and observes confidentiality of client and other firm matters.

ESSENTIAL FUNCTIONS:

• Responsible for processing original client documents including copying, scanning, creating (and updating) binders, transmitting documents to clients and preparing for vault storage; Maintains and updates ongoing client document status spreadsheet.
• Proactively implements and maintains highly effective office organizational systems.
• Provides general administrative support to legal professionals including maintaining calendars and schedules and processing incoming and outgoing mail.
• Types and proofreads engagement letters, correspondence, memoranda and other administrative documentation.
• Acts as a witness at the signing of estate planning documents if necessary, having the ability to maintain good public relations with clients, as well as observing confidentiality and attorney/client relationships.
• Coordinates and schedules meetings, including booking conference rooms, arranging catering, printing documents, and coordinating schedules.
• Manages expenses, including processing expenses for legal professionals and business development expenses.
• Coordinates the filing of gift tax returns and other administrative filings in connection with ongoing estate and trust administration.
• Performs other administrative and support duties as assigned

   

  QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):

• High School diploma (Associate’s or Bachelor’s Degree preferred) with at least 3-5 years of related administrative or legal assistant experience. Specific knowledge of estate and trust documents/terminology a plus.
• Strong organizational skills are imperative with the ability to organize and prioritize numerous tasks and complete them in a timely manner on an on-going basis, as well as under strict time constraints when necessary.
• Must possess a high level of technical competency on various job-related computer software packages and applications including MS Word, MS Outlook and MS Excel.
• Strong written communication skills with the ability to proofread material for grammatical, typographical and spelling errors required.
• Interpersonal skills necessary in order to communicate successfully either in person, by phone or through e-mail (including directly with clients). 
• Must be able to follow instructions effectively from a diverse group of legal professionals and staff and provide information with professional courtesy and tact. 
• Must be able to maintain discretion and confidentiality related to all functions.
• PA notary qualifications preferred
• Must be available to work onsite 5 days per week

BENEFITS:

• Comprehensive healthcare, dental, vision, and prescription plans.
• Commuter, HSA and FSA spending accounts
• Short-term and long-term disability and life insurance coverage
• 401k and pension plan
• 22 PTO days, 11 paid holidays
• Employee referral bonus ($3,000.00)

EEO STATEMENT: Duane Morris is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, gender identity or expression, marital status, national origin, physical or mental disability, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact us at 215-979-1000.

DATA PRIVACY STATEMENT: Duane Morris LLP is a limited liability partnership organized under the laws of Delaware. References in this privacy notice to “Duane Morris”, “we” or “us” are references to Duane Morris LLP and our affiliated entities. This privacy notice together with our Website Disclaimer and (if applicable) our relevant terms of business or other contract between us (if applicable) set out the basis on which Duane Morris processes your personal data (and any mandated controller/processor information). Reference in this privacy notice to “personal data” means any information that identifies, or could reasonably be used to identify, a living individual, either on its own or together with other information. Our “Website” means this website and any other websites of Duane Morris. Duane Morris is committed to protecting personal data and respecting your privacy. Please read this notice carefully to understand our practices with respect to personal data and how we treat it and how you can exercise your rights in connection with it. You should also read any other privacy notices that we give to you, that might apply to our use of your personal data in specific circumstances from time to time.

Disclaimer

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities or requirements. In addition, Duane Morris reserves the right to amend, suspend or terminate any benefit plan, in whole or in part, at any time. The authority to make such changes rests with the Plan Administrator