Legal Administrative Assistant - Estates and Trusts (Hybrid)

Job DescriptionJob Description

Brandywine Estate and Elder Law. located in West Chester, PA is actively recruiting an Estate Administrative Assistant working onsite
full-time in our busy and fast-paced Trust & Estate practice.

This role is hybrid, so 2-3 days onsite, 2-3 days work from home.

The ideal candidate will have a proven track record in legal administrative support, excellent customer service skills, and the
ability to work effectively with clients. This role requires someone who is self-motivated, capable of meeting high expectations
without extensive micromanagement, and thrives in a fast-paced environment.

Responsibilities include, but are not limited to:

• Serve as the first point of contact for clients and visitors delivering exceptional customer service and ensuring a positive experience
• Perform administrative tasks, including scheduling appointments, managing calendars, and processing mail
• Accurately and efficiently enter billing and client data into designated software programs
• Support Attorney and staff with various administrative needs, including drafting, formatting, and filing legal correspondence, as well as organizing client files and scanning
• Maintain high standards of work with the ability to meet established expectations and independently prioritize tasksMeet with clients and handle client requests
• Assist Estate Planning Attorney as needed.
• Maintaining case management software with working knowledge of MS Word, Outlook, Excel or similar document management systems
• Schedule in-office meetings, and telephone or zoom conference calls
• Retrieve and drop off UPS or FedEx packages and United States Postal mail
• Handle mail for distribution to attorney and paralegal
• Ordering office supplies
• Bookkeeping

Required Skills:

• Three years of legal administrative experience highly , estates and trust experience a plus
• Valid Driver’s license
• Ability to handle multiple tasks simultaneously with a high degree of professionalism and client .
• Strong customer service background, with a focus on client-facing interactions and delivering a positive experience
• Excellent organizational skills, attention to detail and ability to prioritize and work independently.
• Ability to manage time and resources effectively and independently, and balance conflicting priorities.
• Ability to work independently, manage multiple tasks, and meet established expectations without the need for extensive oversight
• Willing to pitch in and support growing legal department in a fast-paced growing environment.
• Proficiency with Microsoft Office Suite and the ability to quickly learn new software
• Knowledge of Quickbooks online and basic accounting skills
• Ability to learn e-filing systems for local county courts
• Willingness to apply for Notary license

Paid holidays + 3 weeks vacation

Company DescriptionHi! I’m Erin Monahan - Founder, Recruiter, and jane-of-all-trades at EFM Recruiting.

Through EFM Recruiting, I partner with employers, both large and small, to recruit and place high-performing event and marketing professionals. By partnering with me, companies have exclusive access to a pipeline of industry-leading experiential, event, tradeshow, fabrication, marketing, and design specialists. My services include both temporary (contract) and permanent (direct hire) placements. Having worked in talent acquisition for over a decade, I use industry best practices to seamlessly guide the entire recruitment lifecycle, from requirement gathering through onboarding.Company DescriptionHi! I’m Erin Monahan - Founder, Recruiter, and jane-of-all-trades at EFM Recruiting.\r\n\r\nThrough EFM Recruiting, I partner with employers, both large and small, to recruit and place high-performing event and marketing professionals. By partnering with me, companies have exclusive access to a pipeline of industry-leading experiential, event, tradeshow, fabrication, marketing, and design specialists. My services include both temporary (contract) and permanent (direct hire) placements. Having worked in talent acquisition for over a decade, I use industry best practices to seamlessly guide the entire recruitment lifecycle, from requirement gathering through onboarding.