Overview
Legal Practice Assistant – Investment Management Jobs in Washington, DC at Morgan Lewis
Toscani, Stathes & Zoeller, LLC, is a boutique Berwyn, Pennsylvania based law firm specializing in Trust and Estate Planning/Administration, Business and Transactional counseling and Non-Profit advising.
Our Firm is seeking a detail-oriented and experienced Estate Administration Paralegal/Legal Assistant to join our team. The ideal candidate will have experience in Estate Administration, be able to manage the administration of an Estate from inception to conclusion, have the ability to serve as a point of contact for clients, have strong attention to detail, maintain a basic understanding of the taxes relevant to Estate Administration, and be proficient in legal and accounting software, and Microsoft office applications.
This is a full-time, in-person position.
Responsibilities:
Support attorneys with all facets of Estate and Trust Administration
Assist in preparing legal documents with Attorneys and correspondence with all parties (client, beneficiaries, creditors, etc.)
Conduct basic legal research and draft legal memoranda
Maintain detailed records and organize Estate and Trust Administration files
Schedule, participate in and manage appointments, meetings, and court dates
Manage phone calls and directly respond to client inquiries
Willingness to attend relevant CLE courses
Job Type: Full-time
Schedule:
Monday to Friday
Work Location: In person
Title: Legal Practice Assistant – Investment Management
Company: Morgan Lewis
Location: Washington, DC
