Legal Assistant

SUMMARY

The Law Office of Andrea M. Gray, PLLC, doing business as AM Gray Law, is a boutique estate planning and elder law firm based in Rochester, NY. Andrea M. Gray, Esq. has over 18 years of legal experience and prides her law practice on helping families achieve their goals. The firm provides trusts and estates, Medicaid planning and application completion, and estate administration services. The firm strives to create a warm environment and meticulous work product for our clients. The firm creates a family-friendly environment for staff and an inclusive environment. Working hard while enjoying the work environment is the firm’s goal.

The firm is currently recruiting for an individual to join the firm as a Legal Assistant. Full-time or Part-time is available. This position is the primary support for the attorney. The firm is looking for a motivated individual with a positive attitude who will help grow the practice. The candidate will work with clients, reply promptly to prospective clients, and perform detail-oriented administrative tasks. This individual will utilize a case management system to keep detailed records of client matters and assist the attorney in the performance of all administrative duties. This position has the potential for promotion to a paralegal position.

RESPONSIBILITIES

• Provide exceptional proactive service to existing and prospective clients

• Rapid responsiveness to clients and prospective clients

• Schedule client appointments, maintain attorney’s schedule, and coordinate events and meetings

• Handle incoming calls and other communications including greeting clients and visitors as needed

• Open and close client files

• Maintain and input data to case management systems and document drafting software

• Prepare basic estate planning documents

• Electronically file into the Surrogate’s Court system

• Organize and maintain office common areas including prepping conference rooms for client meetings

• Initiate, draft, and finalize correspondence

• Perform client billing

• Perform other assignments and errands from the attorney as needed

REQUIREMENTS

• Meticulous attention to detail

• Ability to maintain highest level of confidentiality regarding internal firm and client information

• Willingness to learn the trusts & estates practice area and new software systems

• Familiarity with Microsoft Office365

• Exemplary written and oral communication skills

• Excellent interpersonal, planning, and organization skills

• Prior legal experience not required, but preferred

• Bachelor’s degree preferred

• Notary public license preferred

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities, skills, or qualifications associated with the role.

Job Types: Full-time, Part-time

Pay: $40,000.00 - $55,000.00 per year

Expected hours: 20 – 40 per week

Benefits:

• Flexible schedule
• Free parking
• Opportunities for advancement

Schedule:

• 4 hour shift
• 8 hour shift
• Choose your own hours
• Day shift
• Monday to Friday
• No weekends

Travel requirement:

• No travel

Work Location: In person