Practice Assistant - Private Wealth Services
Core
Provide high-quality administrative support to lawyers and professionals in Private Wealth Services, managing client communications, document preparation, and billing compliance.
Role type
Senior administrative assistant (Private Wealth Services)
Builds
Client engagement letters, billing invoices, and estate planning documents
Domain
Legal services / Private Wealth / Estate Planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advanced Microsoft Office Suite, Document management systems, Electronic signature software, Legal administrative functions, Docketing/calendaring, Estate planning terminology, State court filing procedures
Preferred skills
Notary public experience, Trusts and estates knowledge, Probate litigation knowledge
Technologies
Microsoft Office Suite, Adobe, Document management systems, Electronic signature software, Centralized docketing system
Responsibilities
Communicate with clients and staff via phone and email; Draft and proofread legal documents and correspondence; Schedule travel and manage reimbursements; Process invoices and check requests; Manage conflict checks and open new client matters; Coordinate mail and document filing; Assist with time entry and billing collection.
Seniority
Mid-level, hands-on IC