Trust Officer jobs in Allentown, PA

Job Description

Essential Functions:

• Manage attorney calendars and assist in meeting deadlines.
• Screen attorney incoming calls.
• Manage all incoming mail; prepare outgoing correspondence.
• Draft, edit, and finalize estate planning documents.
• Open new files, prepare conflicts checks and draft engagement letters.
• Process monthly client billing, attorney time entry, and general office responsibilities.
• Prepare client binder of completed Estate planning documents.
• Maintain attorneys’ client files.
• On site attendance as required for this position

Other Duties/Responsibilities:

• Understand functionality of all office equipment and systems.
• Perform other administrative duties as assigned in support of attorneys.

Required Skills/Abilities: 

• Self-starter able to work independently as well as part of a team.
• Excellent prioritization and time management skills to meet strict deadlines.
• Outstanding interpersonal and communication skills, both written and oral.
• Proficient with MS Office Suite, including advanced use of MS Word.
• Proficient in the use of document management systems (iManage preferred).
• Excellent organizational skills; very detail- oriented.
• Strong client-first work ethic.
• Strong attention to detail.
• Valid driver’s license

Education and Experience:

• Legal assistant experience, preferably working in an estate planning practice group.
• Associate degree or equivalent of business experience a plus
• Microsoft Office Suite

The job description as described above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

At Norris McLaughlin, we cultivate a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture, ethnicity, race, sex, sexual orientation, gender identity or expression, national origin, age, religion, disability, and beliefs enable us to be a better team.

The Firm does not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, age, marital status, civil union status, domestic partnership status, affectional or sexual orientation, genetic information, pregnancy or breastfeeding, sex, gender identity or expression, disability or atypical hereditary cellular or blood trait of any individual, or because of the liability for service in the Armed Forces of the United States or the nationality of any individual or any other characteristic protected by law, in accordance with applicable federal, state, and local laws governing nondiscrimination in employment.  This policy applies to all terms and conditions of employment including, but not limited to, hiring, placement, promotion, demotion, discipline, termination, lay-off, recall, transfers, leaves of absence, compensation, benefits, and training.