Legal Assistant- Wealth Planning - Connect Staffing Inc.

We are seeking a bright, tech-savvy, and professional Legal Assistant to support a Private Wealth group at a top-tier AmLaw 200 law firm in Atlanta. This position offers the opportunity for a junior-level candidate with relevant law firm experience to grow and develop in a collaborative and fast-paced environment. The Legal Assistant will provide critical legal administrative support to a group of attorneys specializing in wills, trusts, estates, and other aspects of private wealth management.

Key Responsibilities:

• Provide comprehensive administrative support, including managing attorneys' calendars, scheduling meetings, and organizing travel arrangements.
• Prepare, edit, and review legal documents, correspondence, and reports.
• Assist with the preparation and filing of estate planning documents, trust agreements, and related legal paperwork.
• Manage attorney expense reports and handle billing activities.
• Maintain organized and confidential files, both electronic and paper-based.
• Act as the point of contact for client communications, ensuring prompt and professional responses.
• Collaborate with other departments, such as accounting and document services, to ensure smooth workflow.
• Conduct legal research as needed, using the firm's software and databases.
• Stay up to date with the latest technology and software used within the firm, ensuring proficiency in legal tech tools.

Qualifications:

• 2-5 years of experience working in a law firm, preferably in a private wealth or trusts and estates practice group.
• Proficiency with legal software and technology platforms, including Microsoft Office Suite.
• Strong organizational skills with an ability to prioritize tasks and manage multiple projects.
• Excellent written and verbal communication skills, with a polished and professional demeanor.
• High attention to detail and ability to work independently as well as part of a team.
• Ability to maintain confidentiality and handle sensitive client information.
• Eagerness to learn, grow, and develop in the legal field.

Preferred Qualifications:

• Experience with wills, trusts, and estates legal documentation.
• Familiarity with document management systems (DMS) and billing software.

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