Practice Assistant - Private Wealth Services (Hybrid)

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position is based in our Miami office.

General Description:

We are seeking a Practice Assistant to join our team. The Practice Assistant will be responsible for providing high quality administrative support to a group of lawyers and professionals in a team environment, effectively and efficiently meeting Firm/client needs. The practice assistant position is currently a hybrid role with designated days required to be in the office, which may change depending on future needs of the firm or industry standards.

Key Responsibilities and Essential Job Functions:

• Communicate effectively and professionally with clients, lawyers, and co-workers via email, by telephone and in person; answer telephone providing responses to routine questions from clients and staff members and/or route calls to appropriate lawyer or staff member; arrange conference calls and greet clients.
• Create, draft, format, edit, proofread, and manage Word documents, Excel spreadsheets, PowerPoint presentations; draft routine business correspondence, forms, and documents under the supervision of an appropriate lawyer/professional.
• Schedule domestic and foreign travel through firm travel system, including flights, hotels and/or car rentals.
• Prepare, organize, and process reimbursements, invoices, and check requests in a timely manner.
• Collect and prepare information to run conflict checks, open new client matters, and draft engagement letters, scope letters, and other required documents; provide guidance to lawyers to ensure completed forms are prepared and submitted properly.
• Learn client-specific billing guidelines or restrictions and consistently apply them to client invoices to ensure compliance and cost-effective practices.
• Open, prioritize and distribute mail (both paper and electronic); coordinate mailings, deliveries, and copying, scanning, and printing, when appropriate.
• Enter and manage work requests from lawyers in the firm’s workflow tool and complete according to provided deadline(s).
• Perform routine electronic and paper filing in an organized manner for easy access; photocopy, scan, compile, and distribute documents; identify and coordinate available services provided by administrative departments such as office services, the IT Help Desk, document services, accounting, billing, and records.
• Perform all file maintenance, including saving documents to the document management system.
• Assist lawyers with time entry, billing, and collection, as needed.
• Operate independently to ensure completion of assignments, which may be complex in nature or require high-level production, in an accurate and timely manner. Produce a high volume of work assignments in an accurate and timely manner.
• Perform clerical duties for non-legal departments, as needed.
• Special projects and duties as assigned.

PWS Experience:

• Knowledge of administrative or client-related tasks in trusts, estates, and probate litigation.
• Knowledge of estate planning document signing process, procedures and preparing documents for execution.
• Understanding of estate planning terminology.
• Knowledge of state court civil, probate and family filing procedures.
• Experience with docketing/calendaring of case events/filing deadlines using a centralized docketing system or software.
• Collaborate with team to conduct research and analyze documents to prepare for proper filing of documents with regulatory authorities (CSC).
• Ability to attend execute estate planning documents.
• Experience being a Notary is helpful.

Required Skills:

• Advanced knowledge of Microsoft Office Suite and Adobe.
• Experience with document management systems.
• Experience with electronic signature software programs.
• Proficiency in core legal administrative assistant functions and advanced technical and communications skills.
• Ability to thrive in a fast-paced environment with demonstrated ability to coordinate multiple competing tasks and demands.
• Superb attention to detail, grammar, and punctuation, and the ability to articulate thoughts and effectively present innovative ideas and findings.
• Ability to take direction and work independently with little supervision.
• Ability to effectively work well with others.
• Effective and professional interpersonal and communication skills.
• Ability to write clearly and professionally, with excellent proofing skills.
• Strong work ethic with ability and commitment to maintain confidentiality.
• Knowledge of administrative or client-related tasks in trusts