Legal Practice Assistant - Trust and Estates/Transactional
Phoenix, AZ
Lewis Roca is a top ranked Am Law 200 commercial law firm and one of the largest in the Western United States. We are seeking a Legal Practice Assistant to join our team!
Summary:
The ideal candidate will be a motivated individual with a client service mindset who is eager to use business development and project management skills in a fast-paced, collaborative and team-oriented environment.
As of January 1, 2025, Lewis Roca will combine with Womble Bond Dickinson (US). Bringing together two large, multi-practice law firms creates a powerhouse firm with more than 1,300 attorneys in 37 offices in the United States and the United Kingdom. To learn more about this combination, please click here.
Duties and Responsibilities:
- Providing administrative support to the co-chairs of the firm's Trusts and Estates practice and, as necessary, other attorneys in the firm's transactional practice;
- Drafting and proofreading correspondence and legal documents (MS Word);
- Communicating with firm clients and their advisors (e.g., financial advisors, accountants, etc.) and attending client meetings to witness / notarize legal documents;
- Maintaining and tracking schedules and calendars for attorneys;
- Managing client billing by preparing, revising, finalizing, and sending invoices;
- Preparing and submitting expense reports (Chrome River);
- Reviewing conflict checks and preparing new client / new matter forms;
- Arranging logistics for travel, meetings, events, and conference calls;
- Scheduling and organizing events (e.g., meetings, business luncheons, and client dinners);
- Managing, organizing, and maintaining documents in paper and electronic filing systems;
- Preparing closing and estate planning notebooks and sending the same to clients and their advisors (e.g., financial advisors, accounts, etc.); and
- Maintaining strict confidentiality of client matters through demonstrated diplomacy and discretion.
Required Skills and Qualifications
- Above-average typing speed with a strong emphasis on accuracy;
- Associate's degree (equivalent related experience will be considered);
- Ability to draft formal correspondence and provide miscellaneous document support with intermediate or higher MS Word expertise;
- Ability to edit and organize documents in .pdf format (advanced proficiency using Adobe Acrobat Pro preferred);
- Experience with electronic and paper file maintenance and organization (experience using iManage preferred but not required);
- Willingness to take direction from others, and ability to work independently on assignments with demonstrated judgment in when to seek assistance;
- Ability to effectively present information and respond to questions from individuals or groups of managers, clients, and timekeepers in a professional and timely manner;
- Able to work assigned schedule with flexibility for overtime as required to meet business needs;
- Solid time management skills;
- Strong organizational skills, including the ability to work with large data sets and reports;
- Demonstrated ability to comprehend details and work at a fast pace with a high degree of accuracy;
- Diplomacy and calmness under pressure or changing priorities; and
- Professional demeanor and experience communicating through different channels and with different personalities/audiences.
- Some duties may require in-office presence.
This position is not a stepping stone into other positions within the firm. Only applicants who are serious in an extended commitment to this position will be considered. This position is non-exempt, and reports to the Director of Administration, but receives daily direction from the assigned attorneys or other timekeepers.
How to Apply
Thank you for your interest in Lewis Roca. To complete an application and submit your resume, please click "Apply for this Position." No phone calls, please. We will contact you if your resume indicates that you are a strong candidate for this position. #LI-LH1 #LI-HYBRID
We are not accepting resumes from search firms for this position.
Lewis Roca is an Equal Opportunity Employer. We do not discriminate on the basis of race, sex, sexual orientation, gender identity, religion, national origin, color, age, physical or mental disability, spousal affiliation, marital status, a serious medical condition, genetic information, veteran status, or any other basis prohibited by federal, state, or local law.
For more information about equal employment opportunity,
please click here for the "Know Your Rights" poster
. To request a disability accommodation in the application process,
please click here
. Lewis Roca participates in E-Verify, please click
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