Description We are offering an exciting opportunity for an Estate Planning Legal Assistant based in MINNEAPOLIS, Minnesota. The role involves providing comprehensive support to a busy estates and trusts practice group. You will play a critical part in managing and scheduling estate planning meetings, assisting with client communication, and maintaining accurate tracking of clients' estate planning documents.Responsibilities: Schedule and coordinate estate planning meetings with clients, ensuring efficient use of attorney's time. Assist during meetings where clients sign estate planning documents, ensuring all procedures are followed accurately. Maintain regular contact with clients via telephone and email, providing exceptional customer service at all times. Keep track of off-site storage of clients’ estate planning documents, ensuring secure and organized record keeping. Collaborate effectively within the firm's team, contributing to a positive and supportive working environment. Provide concierge services to our clients, delivering high-quality legal service with sensitivity. Utilize Microsoft Office Suites to manage and organize work effectively. Handle a variety of administrative and scheduling tasks, ensuring timely completion. Develop a general familiarity with estates and trusts including wills, trusts, powers of attorney health care directives, and health care powers of attorney. Maintain effective oral and written communication skills with clients, attorneys, and other professionals.Requirements Proficiency in Microsoft Office Suites is required. Familiarity or experience with wills is highly preferred. Excellent customer service skills are essential. No minimum years of experience required, entry-level candidates are welcome. Ability to communicate effectively and professionally, both verbally and in writing. Strong organizational skills and attention to detail. Ability to work independently and as part of a team. Strong problem-solving skills and ability to handle multiple tasks simultaneously. Demonstrated ability to maintain confidentiality and handle sensitive information. Interest in estate planning or related legal fields is beneficial. Bachelor's degree in a related field or equivalent experience is preferred. Paralegal certification is a plus, but not mandatory. Some knowledge of legal terminology is beneficial.Firm Offers: Competitive compensation Medical, Dental, Vision Insurance 401k with matching contribution PTO Discounted on-site parking/bus passRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
