Experienced Legal Administrative Assistant (Estate Planning) at Monroe Moxness Berg PA

Edina, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

68000.0

Posted On

15 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Estate Planning, Probate, Trust Administration, Client Communication, Calendar Management, Document Management, Legal Drafting, Attention To Detail, Interpersonal Skills, WealthCounsel Software, Time Sheet Processing, Expense Reporting

Industry

Law Practice

Description

Description PLEASE NOTE: Must have a minimum of three (3) years of Estate Planning Experience Monroe Moxness Berg is a boutique Minneapolis (Edina) law firm nationally known for its innovative work in the areas of brand concept growth and protection, multi-unit retail/franchising and distribution, and corporate finance. Our attorneys share their clients' entrepreneurial spirit, and because many of them combine legal expertise with professional training in finance or taxation, they can provide the caliber of service that truly makes us "More Than a Law Firm." Visit our website at www.mmblawfirm.com. We have an immediate need for a full-time LAA with 3-5+ years of estate planning, probate, and trust administration experience. The successful candidate is smart, outgoing, proactive, comfortable with technology, familiar with the legal and law firm environment, and possesses strong interpersonal skills and attention to detail. WealthCounsel software experience a plus. Essential Job Duties: · Heavy client communication; · Ensure legal team is prepared with necessary materials for meetings; · Manage and maintain multiple calendars and schedules; · Review electronic and paper mail; · Maintain files both in hard-copy and in the firm’s document management system; · General administrative tasks including copying, scanning, processing time sheets and expense reports; · Client contact during document signings; · May be involved in: o Preparation of legal documents and correspondence; o Drafting wills and trusts Education and Experience: Bachelor's degree preferred; however, an associate's degree and related experience will also be considered. Additional consideration will be given for Paralegal certificate holders. Individuals with estate planning, commercial real estate, and/or corporate legal experience are strongly encouraged to apply. Teamwork and Applied Skills: Strong written and verbal communication skills. Ability to manage multiple requests, assess priorities & achieve solutions under deadlines. Apply analytical and organizational skills, with strong attention to detail. Strong team player, willing to support other team members when required. Strong client service experience and ability to provide excellent support to a variety of clients. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Occasional need for lifting heavy files. Ability to utilize standard office equipment (copier, keyboard, phone). Supervisory Responsibilities: None. Salary and Benefit Details: The base pay range for this position is: $65,000 to $68,000. The base pay is a range which is based on several factors including the candidate's experience, skills and knowledge, and includes consideration for internal equity. Additional benefits include: Annual bonus (based on individual and firm performance). Medical, dental, and vision insurance. 401k Retirement Plan. Life and Disability insurance. Paid time off including sick, vacation and paid holidays. On site work out center and massage therapy. Please note the following: Visa sponsorship is not offered for this position.

Responsibilities

The role involves heavy client communication, managing calendars, and maintaining legal files in both hard-copy and digital systems. Additionally, the assistant supports the legal team by preparing meeting materials and drafting wills and trusts.