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Legal Assistant (Entry Level)

The McIntosh Law Firm, P.C.
June 1, 2021
Davidson, North Carolina

The McIntosh Law Firm, P.C., is s seeking a full-time legal assistant in the Estate Planning Department. Job duties include:

• Handling requests for appointments in a timely and courteous manner
• Communicating and corresponding with clients in a timely and courteous manner
• Running Conflict Checks
• Opening, maintaining, inactivating, and/or closing client files
• Maintaining client confidentiality
• Adhering to all HIPAA compliance rules
• Drafting of legal documents, including: simple wills, pour-over-wills, trusts, powers of attorney, health care directives, estate administration forms, and other documents for Attorney review.
• Drafting letters for Attorney as needed
• Prepping for client appointments to execute documents including printing documents and obtaining witnesses
• Communicating and corresponding with court personnel and other third parties
• Documenting all work performed in the practice management software program
• Preparing invoices, taking payments from clients, submitting proper documentation to Attorney for review and to Office Management for payment processing
• Managing multiple deadlines
• Assisting with Attorney’s calendar
• Performing legal research as needed by Attorney
• Other projects and items as needed by Attorney
• Serving in the office rotation for front desk phone duty

Required skills and attributes:

• Strong written and verbal communication skills
• Strong attention to detail
• Excellent customer service, communication, and computer skills
• Maintains professional demeanor especially under pressure
• Positive/Can-Do Attitude
• Self-Motivated/Proactive worker
• Solution-oriented mentality
• Team Player
• Flexible and able to handle multiple deadlines
• Excellent organizational skills
• Responsible and Dependable
May 25, 2021
Please send cover letter and resume to: resume@mcintoshlawfirm.com
Shannon McIntosh
(704) 892-1699 x334