CAREERS | Lansky Law Firm

Job Title: Legal Assistant

Company Overview: At Lansky Law Firm, we are a small firm dedicated to giving our clients peace of mind. It is our goal to give clients complete control over their assets and affairs while they are alive and after they pass away, in order to preserve their legacy and receive the care they deserve. We specialize in comprehensively managing Estate Planning, Probate, and Medicaid matters.

Job Description: As a full-time Legal Assistant, you will be responsible for working closely with our Attorney and Client Services Coordinator in order to facilitate the completion of Estate Plans, Probate, and Medicaid matters. A successful candidate will be trained to accomplish the following daily activities:

Ensuring quality customer service to clients, potential clients, and their families
Draft estate plans, including Trusts, Wills, Advance Care Directives, and Power of Attorney documents
Draft Probate documents
Monitor and analyze the calendar to ensure weekly and monthly goals are completed in a timely manner
Assist with signing meetings as needed
Perform various administrative tasks as needed
Communicate with all team members effectively
Coordinate firm presentations

Qualifications:

Bachelor’s Degree
Task management skills are critical
Administrative/clerical/technical skills, and the ability to learn to operate necessary office equipment and software
Technology know-how is a plus
Ability to learn law firm client management system – previous CRM system experience is a plus
Ability to manage multiple casefiles at once
Demonstrate aptitude for working in sensitive environments that require a high degree of confidentiality
Skilled writer
Ability to shadow another and apply newly learned skills
Excellent communication skills

Salary: Salary commensurate with experience

Location: In office 5 days a week, full time

To apply, please send a resume and cover letter to: sshoenfeld@lanskylawfirm.com

Please include in your cover letter: how your qualities align with our mission and why you desire to work with us.

Job Title: Legal Operations Specialist/Client Services

Job Description: As a full-time Legal Operations Specialist/Client Services, you will be responsible for working closely with our Attorney and Legal Assistant in order to facilitate the completion of Estate Plans, Probate, and Medicaid matters. A successful candidate will be trained to accomplish the following daily activities:

Maintain important spreadsheets in office database (i.e. master file, monthly dashboard, 6 month review etc.)
Enter and maintain client information into database
Set-up matter billing
Prepare monthly billing; print and send invoices to clients
Enter general ledger entries quarterly
Prepare and file UCC forms in multiple states
Prepare various documents for filing, i.e. quit claim deeds, affidavits of heirship
Prepare estate planning notebooks prior to client signings
Preliminary and follow-up calls to Prospects and Clients
Call and schedule client appointments
Check and return voicemails and e-mails
Attend training events and other events as needed