Overview

Legal Assistant Jobs in Charlotte, North Carolina, USA at CW Lachey Law, PLLC

Job Description

We are a boutique law firm specializing in probate and estate planning. Our team is dedicated to providing personalized, high-quality legal services to our clients during some of their most critical moments. We are currently seeking a detail-oriented and tech-savvy Legal Assistant to join our growing team.

Position Overview:
As a Legal Assistant, you will provide essential administrative and legal support to our attorneys, ensuring smooth operations and exceptional service for our clients. Your role will primarily focus on assisting with probate and estate planning matters, drafting documents, managing case files, and interacting with clients.

Responsibilities:

Prepare and organize probate and estate planning documents, including wills, trusts, and powers of attorney.

Draft correspondence and legal documents as directed by the attorney.

Manage and maintain client files and records in a digital format.

Coordinate appointments and meetings using Google Calendar.

Answer phone calls, schedule client meetings, and handle day-to-day administrative duties via Ring Central.

Assist with client communication, including handling email correspondence through Gmail.

Maintain the firm’s office environment and ensure the efficient flow of tasks.

Perform additional tasks as needed to support the legal team and clients.

Required Skills & Qualifications:

Proven experience as a legal assistant or in a related administrative role (experience in probate or estate planning is a plus).

Proficiency with Windows operating systems, Microsoft Office (Word, Excel, PowerPoint), and Google Suite (Gmail, Google Calendar).

Strong communication skills, both written and verbal.

Excellent attention to detail and ability to manage multiple tasks simultaneously.

Ability to work independently and as part of a team.

Familiarity with Ring Central or similar communication tools is a plus.

Strong organizational and time-management skills.

Ability to maintain confidentiality and handle sensitive information with discretion.

Preferred Qualifications:

Experience in probate or estate planning law is highly preferred but not required.

Prior experience in a law firm or legal environment is a plus.

Why Join Us?

Work with a supportive, collaborative team in a small, boutique firm.

Opportunity to gain hands-on experience in the areas of probate and estate planning law.

Generous paid leave.

Full-time position with stable work hours.

How to Apply:
If you are a dedicated and tech-savvy individual ready to contribute to a growing firm, we want to hear from you! Please submit your resume and a cover letter detailing your qualifications and interest in the position to [insert application email or instructions].

We are an equal-opportunity employer and encourage applicants from all backgrounds to apply.

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Title: Legal Assistant

Company: CW Lachey Law, PLLC

Location: Charlotte, North Carolina, USA

Category: Law/Legal (Legal Secretary), Administrative/Clerical (Legal Secretary)

 

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