Trusts & Estates - Legal Coordinator

Firm Overview

Levenfeld Pearlstein (LP) is a forward-thinking law firm widely recognized as an industry thought leader. Our clients include entrepreneurs, middle-market public and private companies, and high-net worth individuals. There are eight distinct legal practice areas, each with unique subsets and market needs. Our strategic advantage is The LP Way™ – a model for creating an unparalleled client experience at an exceptional value. To understand LP, is to know the 5 steps of the LP Way.

The Opportunity

We are currently seeking a Legal Coordinator to support our Trusts & Estates transactional practice. This position will have a variety of administrative and transactional management responsibilities. The ideal candidate will have excellent communication and technical skills and thrive in a team environment, while still possessing initiative and drive.

Key Responsibilities

• Prepare and edit correspondence and other legal documents from written and oral drafts and forms, draft standard correspondence, and email communications
• Read, scan, and manage incoming mail and emails
• Proofread all documents and correspondence for accuracy
• Open new matters; maintain electronic files, materials, and databases related to group and client matters
• Establish and maintain calendar and deadline reminder systems; utilize Outlook calendar system for reserving of conference rooms and scheduling
• Draft requests and responses using forms and templates
• Schedule and coordinate meetings with clients, vendors, and outside attorneys
• Make restaurant and travel reservations when needed
• Process invoices, credit card reconciliations and reimbursements
• Prepare and edit PowerPoint presentations and other materials
• Perform general office duties such as copying, scanning, and faxing
• Perform special projects and other duties as assigned
  
  

Essential Qualifications

• At least 5 years of experience in a similar role
• Superior oral and written communication skills and strong proofreading skills
• Must be detail-oriented, organized and able to multi-task, meet deadlines, and work in a fast-paced environment
• Proficiency in Adobe Acrobat and Visio is a plus
• Maintain and organize data rooms
• Ability to think independently and take ownership of projects as assigned
• Superior working knowledge of Outlook and Word, including styles and redlining
• Experience with iManage and HotDocs strongly preferred
  
  

Levenfeld Pearlstein, LLC provides equal employment opportunities to all applicants and employees in a harassment-free environment without regard to race, religion, color, national origin, gender, age, disability, sexual orientation, alienage, or veteran status.