Legal Practice Assistant - Private Client

Morgan, Lewis & Bockius LLP, one of the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking a Legal Practice Assistant to support the Private Client practice group. This position will report to the Manager of Legal Practice Support. The position will be responsible for providing a broad range of administrative and substantive legal support to the Private Client team in an environment where collaboration and exceptional client service is emphasized. 

Legal Practice Assistants are part of ML LawPath®, a comprehensive program that combines substantive law firm experience with practical, hands-on training and professional development opportunities. It is designed to provide the experience, connections, and continuous learning to fast track your career, with an opportunity to form client relationships, routinely engage with Practice Group attorneys and legal professionals, and gain significant analytical and project management skills. ML LawPath® endeavors to help Legal Practice Assistants develop a well-rounded skill set and best practices that will foster their success as legal professionals and beyond.

Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position will reside in the Boston office, with a hybrid in-office/remote working schedule. Flexibility with overtime is required. A commitment of two to three years is expected, and candidates must start no later than June 30, 2025.

Key responsibilities of this position:

• Establishes, organizes and maintains case and client files.

• Manages case and client information manually and digitally via electronic databases.

• Supports the development and management of case and practice group timelines.

• Researches basic tax and real estate matters.

• Assists attorneys with the preparation and review of various estate planning documents and beneficiary designation forms.

• Provides draft documents to attorneys and clients.

• Provides administrative support, including, but not limited to, document production, conflicts checks for new matters, business intake materials, and expense forms/paperwork.

• Interfaces with clients and may serve as a point of contact for clients.

• Drafts and assists in the preparation of probate documents.

• Obtains employer identification numbers from the IRS.

• Coordinates the payment of tax payments to the IRS and other taxing authorities.

• Coordinates and participates in day-to-day client management.

• Participates in supervised client communications to exchange information.

• Performs other duties as assigned to support the Private Client Practice Group.

Experience/Qualifications:

• Bachelor’s Degree required.

• One (1) year of internship or professional experience preferred; professional services industry experience a plus.

• Independent, self-starting, and self-motivated.

• Superior written/verbal communication skills, strong interpersonal skills, and the ability to work independently and within a team environment are a must.

• Exceptional organizational skills

• Proven ability to meet stringent deadlines, adapt to changing priorities, and balance multiple tasks while operating in a fast-paced and dynamic environment.

• Strong leadership skills and the ability to excel in a team  environment

• Proficiency across Microsoft 365 suite, with strong Excel experience preferred.

• Ability to manage confidential information with discretion.

**A cover letter describing how your values, goals and experience align with the position at Morgan Lewis is expected.

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Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

California Applicants: Purs