Legal Assistant - Business and Private Client/Estate Planning (Chicago)

At Taft, we work as one team, driven and committed to helping our clients succeed. A full-service law firm with more than 875 attorneys and approximately 1,500 on our team, we have the collaborative approach, advanced technological resources, and depth of services that make us a preeminent law firm in the Midwest.

Taft is seeking a legal assistant to serve our Business and Private Client Services/Estate Planning teams in Taft’s Chicago office.

We are seeking a legal assistant with 2+ years of legal and/or office experience to provide administrative support to our team in the Chicago office. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.

Duties and Responsibilities:

  • Provides skilled, proactive administrative support to assigned attorneys and others, as needed.
  • Maintains and processes case information, assisting with the preparation of legal documents, and managing the progression of cases to final disposition.
  • Exhibits outstanding client service in greeting guests, scheduling meetings, and conducting telephone conferences.
  • Works on cases with heavy client interaction.
  • Assists attorneys with drafting and reviewing estate planning documents, including wills, trusts, powers of attorney, and advance directives.
  • Assists with reviewing daily dockets and coordinating with attorneys and appropriate parties on upcoming dates and deadlines for calendar filings.
  • Processes new client intake, maintains files within the firm’s electronic records management system.
  • Prepares and assists with closing binders.
  • Maintains calendar of events and setting reminders for deadlines for assigned attorney(s), scheduling appointments and coordinating travel.
  • Prepares and reviews documents, letters and memoranda according to Firm standards using word processing software and document management systems.
  • Processes requests for payment and reimbursements.
  • Enters attorney billable hours into the firm billing program, prepares and organizes attorney expense claims, coordinates billing reports, and prepares and sends bills
  • Creates, maintains and retires files in accordance with Taft’s Information Governance Policy.
  • Attends virtual and in-person signings to witness and notarize documents.
  • Responds to requests with a sense of urgency and effectively prioritizes work; ability to work independently and as part of a team.
  • Proactively monitors deadlines.
  • Processes requests for payment and reimbursements as well as time entries/billing.
  • Assists in managing client contacts, emails, and printing documents as well as processing mail.
  • Clearly communicates in a concise, professional manner.

Requirements:

  • 2+ years’ experience with legal or office administrative work (experience with Trusts/Estates preferred).
  • Some education beyond high school or other coursework related to the legal industry preferred.
  • Strong attention to detail.
  • Proficient command of the English language and standard grammar rules.
  • Proficiency with Kofax/Nuance, InTapp, LMS+, iManage, or those software programs’ counterparts strongly preferred.
  • Demonstrated proficiency with Microsoft Office programs and DocuSign.

Interested candidates should apply here.


Taft is a State of Minnesota and City of St. Paul Affirmative Action Employer as required in those jurisdictions. Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.