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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in estate planning document drafting and client relationship management, with strong organizational skills for maintaining accurate digital client files and documentation. Proficient in managing communications and supporting legal teams in a remote environment.
Highest-signal resume keywords
Estate Planning Document DraftingWealthCounsel ExperienceClient Relationship ManagementProbate And Trust Administration KnowledgeAdvanced English Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Estate Planning Document DraftingEmail ManagementDocument ManagementFile MaintenanceClient CommunicationLead Follow-UpLegal SupportAdministrative AssistanceAttention To DetailTime Management
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationCritical ThinkingProblem-SolvingAdaptability
Tools & Technologies
WealthCounsel
Industry Keywords
Legal AssistantLegal Support RoleConfidentialityClient InteractionOperational Efficiency
About the role
Key responsibilities & impact- Maintain confidentiality of client and firm information
- Contact clients regarding documentation, updates, and requests
- Support phone communications and client interactions
- Assist with case-related administrative activities
- Manage and organize incoming and outgoing email communications
- Save, maintain, and organize client files and legal documentation
- Draft estate planning documents accurately
- Provide general administrative assistance
- Assist attorneys and team members with administrative and legal support tasks
- Follow up with prospective clients and leads
- Keep legal records and client information organized and updated
- Collaborate with team members to support operational efficiency and firm growth
Requirements
What you’ll need- Minimum of 1 year of experience as a legal assistant, or in a legal support role and/or related Bachelor's degree in legal studies
- Advanced/native-level English skills (both written and spoken)
- Estate planning drafting experience is strongly preferred
- Experience using WealthCounsel is highly preferred
- Experience with client communication and lead follow-up
- Ability to maintain accurate digital client files and documentation
- Estate planning document drafting
- Probate and trust administration knowledge
- Strong written and verbal communication skills
- Client relationship management
- Email management and organization
- Document management and file maintenance
- Ability to follow instructions and implement feedback effectively
- Strong attention to detail
- Excellent time management skills
- Efficient and productive work habits
- Professional and friendly communication style
- Critical thinking and problem-solving skills
- Ability to work independently in a remote environment
- Adaptability and willingness to learn
- Dedicated and dependable work ethic
- High level of accountability
- Must be available Monday through Friday, 9:00 AM to 6:00 PM EST/EDT
- English and Spanish languages stated
Benefits
Comp & perks- Remote work opportunity
- Great Place to Work Certification company environment