What are the responsibilities and job description for the Legal Assistant position at Buxton & Collie?
Legal Assistant/Upstairs Receptionist
Non-Billable Tasks: Receptionist
- Answer the phone, direct callers (#2 on phones and provide coverage during Front Office Coordinator’s lunch hour)
- Greet upstairs clients/visitors – monitor firm calendar
- Process outgoing mail, faxes and packages for upstairs attorneys
- Monitor upstairs office supplies and break room supplies; notify Front Office Coordinator when items are needed
- Serve as Notary or witness as needed
- Firm errands as needed – post office, ROD, other law firms, FedEx, etc
- Enter leads into Clio Grow and assign to practice group
Non-Billable Tasks: Legal Assistant
- Follow up on leads for Estate Planning under the direction of the EP attorney – Intake forms and scheduling initial phone calls and meetings
- Send Engagement Letter to EP clients under direction of EP attorney
- Follow up on signatures and retainer from EP clients under direction of EP attorney
- Prepare EP binders and final documents under direction of EP attorney
- File management: Upload documents, track/document communications in Clio Manage for EP attorney
Billable Tasks: Legal Assistant
- Communication with EP clients (emails, phone calls) once engaged
- Proofreading or editing EP documents under supervising of EP attorney
- Online filings or Probate Court communications
Salary : $26,400 - $33,400
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