Employment Opportunities at Duvall Law Firm, LLC

Legal Assistant

Overall Description

Transactional law firm (Business and Estates & Trusts), looking for a dedicated and committed individual to help us accomplish our goal to provide the highest quality planning and asset protection services to our clients.   Will assist attorney & clients in estate planning and administration, trust administration, business law and client maintenance services.

Key Responsibilities

In this role, you will be responsible for a range of duties including, but not limited to, the following:

• Estate administration including document preparation and accountings in the areas of probate, conservatorship, long-term care  planning and trust administration. 
• Estate planning including assisting in the preparation of trusts, wills, powers of attorneys, advance health care directives and  related documents.
• Trust funding duties including coordinating with clients and fiduciaries to transfer assets from individual to trust ownership. Business law duties including preparation of business agreements with significant formatting requirements, and dictation. Client maintenance plans requiring client contact, attention to detail, record-keeping, analysis of client, fiduciary, and public records in determining required actions.

Interactions

Position requires a high level of professional service with routine interaction with clients, their family members and advisors, along with law firm referral sources and other persons with whom the law firm maintains relationships. 

Key Competencies

Successful candidates will have a positive outlook and possess qualities of integrity, honesty and loyalty, in addition to being well-organized and an eager learner. Strong interpersonal skills, an ethic of personal service, and initiative as a self-starter are required.

Qualifications 

• Must have 3-5 years experience as a legal assistant in the area of business, estates and trusts.
• A college education or equivalent experience is required.
• Experience with Microsoft Office Suite, including Word, Excel, Outlook and Power Point is required. 
• The law firm uses the following programs and experience with these (or similar programs) is desirable:  PCLaw, WealthDocx, HotDocs, and Adobe Acrobat. 
• Excellent written and oral communication skills are required, including proficiency in preparing reports, record-keeping and basic correspondence.
• An accounting and/or financial services background is a plus. 

Compensation

Salary commensurate with experience.

TO APPLY:

Send Resume, Cover Letter & References to:  LDuvall@TheDuvallFirm.com