Jeffer Mangels & Mitchell LLP

Legal Assistant

• Provide administrative support to tax, trusts and estate planning attorneys
• Prepare correspondence and legal documents
• Maintain client contact by phone and correspondence about estate plans
• Prepare, revise, proofread and redline transactional documents
• Create and transmit correspondence to clients and various government agencies
• Organize and prepare estate planning binders
• Manage attorney calendars
• Schedule meetings and arrange travel
• Track certified mailings and overnight deliveries
• Prepare new client/matter intake packages
• Transcribe voice recordings
• Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports
• Assist with overflow work and miscellaneous other tasks as needed

Tax, Trusts & Estates Legal Assistant

• Prepare and proofread transactional documents and correspondence
• Manage attorney calendars
• Schedule meetings and conference calls
• Coordinate transaction-related activities
• Arrange travel
• Communicate with clients and other parties by phone or email
• Prepare, revise, format, proofread, and redline corporate and transactional documents
• Organize and maintain client and matter files in the firm's document management system
• Support corporate transactions by coordinating documents, signatures, filings, deliveries, and other administrative aspects of transactions and closings
• Collaborate with attorneys and Finance to review and process vendor payments, client-related expenses, and attorney expense reports
• Assist with overflow work and miscellaneous tasks as needed

Tax, Trusts & Estates Legal Assistant

Corporate Legal Assistant