1+ months

Personal Planning / Wealth Preservation Legal Practice Assistant

Dallas, TX 75201
Perkins Coie understands your career is about choices, not trade-offs. We're dedicated to providing an atmosphere that encourages you to pursue your definition of success. Click HERE to learn more. Please click HERE for more information. Perkins Coie is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, marital status, sexual orientation, gender identity, disability or any other category prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination. Learn more HERE Read the full 2022 report HERE Learn more HERE Learn more HERE Learn more HERE Job Description: At Perkins Coie, we look for individuals that are self-motivated, dedicated to providing value and superior services and, above all, people who have a high degree of integrity and enthusiasm for their work. Weve created a company culture that is based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities. Work for one of the 100 Best Workplaces in America, get great health insurance, tuition reimbursement, your birthday off, and paid sabbaticals. GENERAL SUMMARY The Dallas office of Perkins Coie seeks an experienced Legal Practice Assistant to join our Personal Planning / Wealth Preservation Practice group. This position will provide highly varied and complex administrative support, with minimal supervision, to designated attorneys, other Legal Practice Assistants, and paralegals. ESSENTIAL FUNCTIONS These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation. Proactively maintain overview of timekeepers' workload and caseload; anticipate next steps and implement follow-up procedures to ensure each task is appropriately tracked and carried through to completion. Create, edit, revise, redline, and/or proofread documents from dictation, handwritten, typed, and/or electronic copy. Maintain timekeepers' calendars of meetings and business trips, using current software applications, and apprise them of responsibilities in advance of commitment. File paper and electronic documents with appropriate courts and agencies and ensure proper procedures are followed and deadlines are met. Coordinate with docketing specialist, including review of docketing reports for accuracy of dates, to ensure court or agency documents/actions for legal proceedings meet firm docketing requirements. Coordinate preliminary conflicts checks with Professional Standards to ensure attorney and firm ability to represent requesting party. Prepare new client/matter intake forms and engagement letter. Assist with billing processes, including daily time entry entering, proofreading, spellchecking, and releasing distribute monthly proformas, and review and edit proformas, and prepare final with cover letter (if appropriate) in accordance with firm or department procedures. Prepare accounting documents as required, including check requests, expense and travel reimbursement requests, and trust documents. Coordinate client/attorney/administrative conferences, meetings, and appointments for timekeepers and clients, including conference room scheduling, scheduling visitor offices, meals preparation of materials, and arrangement with a third party if needed (e.g., court reporter/videographer). Coordinate travel arrangements, securing air, hotel, and car plans for timekeepers. Set up and maintain administrative and client files; file electronic and/or paper documents and information promptly and accurately. Maintain file organization and updated indices (office dependent). Perform copying, scanning, and faxing tasks. Receive, screen, and transmit telephone and conference calls in a professional manner and take accurate telephone messages for timekeepers, clients, and staff as required. Process and route incoming mail, faxes, and electronic communications upon receipt. Prepare outgoing mail (including boxes/packages for shipment) for prompt delivery, arranging for messenger services as needed to meet deadlines. Prepare notebooks as required. Assume responsibility for miscellaneous tasks and special projects as required. Conduct Internet research as directed by timekeepers. Be present at work during regularly scheduled working hours and as needed in the job position consistent with the firms attendance expectations. SPECIFIC SKILLS REQUIRED Ability to accurately type 75-wpm, communicate effectively, both orally and in writing, and establish effective working relationships throughout operational groups. Strong command of the English language including excellent spelling, grammar, punctuation, form, and style. Good knowledge of personal computer and system utilities or other comparable document production software. Familiarity with basic office equipment. Excellent organizational skills for prioritizing workload. Ability to compose correspondence. Solid knowledge of library operations and records storage procedures for retrieving materials and files for case work. Knowledge of electronic records management, court rules, and legal billing duties. Thorough understanding of legal terminology and procedures pertinent to the area of assignment. EDUCATION AND EXPERIENCE Requires a high school diploma or equivalent. Previous law firm personal planning, wealth preservation, estate planning, probate, or tax and/or commercial litigation experience of seven or more years preferred. Trial preparation and trial support experience required. Notary certification is helpful.
Posted: 2022-10-02 Expires: 2022-12-28

Perkins Coie understands your career is about choices, not trade-offs. Named one of the country's "100 Best Places to Work For" by FORTUNE magazine for 13 consecutive years, we provide an exceptional foundation on which to continue or expand your practice. During the past three years, we have hired more than 200 lateral attorneys firmwide at all experience levels. Our attorneys have broad and diverse backgrounds both within and outside the practice of law. By focusing on outstanding client service, superior legal work and generous pro bono and community involvement opportunities, we're dedicated to providing an atmosphere that encourages you to pursue your definition of success--both inside and outside the office.

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Personal Planning / Wealth Preservation Legal Practice Assistant

Perkins Coie LLP
Dallas, TX 75201

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