Legal Assistant

Legal Assistant I

** Either Full-Time or Part-Time. Please indicate when applying. **

• New graduates or those with under five years of experience
• Will assist with providing administrative and organizational support to the team on all aspects of trust and estate administration as well as the implementation of estate plans.

Key Responsibilities

• Collaborate with attorneys on estate and trust administration matters.
• Track matter deadlines and follow up as needed.
• Draft and file documents pertaining to estate planning, as well as estate and trust administration
• Maintain various charts, financial ledgers, and compile asset lists using different financial sources
• Compile information in preparation of Federal Estate Tax Returns (Form 706), Federal Gift Tax Returns (Form 709), and Federal Estate & Trust Income Tax Returns (Form 1041)
• Assist with answering phones and communicating with clients or other professionals.

Additional Responsibilities

• Review and organize client correspondence. Prepare summaries of matter status.
• Assist in the scheduling of appointment and managing multiple calendars. Draft accurate meeting notes.
• Assist in organization and management of electronic and paper files
• Assist with preparing professionally designed presentations, including flowcharts
• Proofreading and formatting documents

Basic Qualifications

• Bachelor’s degree
• Strong computer skills and comfort with Microsoft Windows and Office (especially Word and Excel)
• Highly organized and capable of managing multiple projects simultaneously, often with competing deadlines
• Exceptional attention to detail
• Excellent oral and written communication skills
• Careful proofreader and editor of documents and correspondence
• Team player with a positive attitude and work ethic
• Ability to work independently
• Excellent interpersonal and communication skills, comfortable interacting with clients and professionals in other businesses at all levels of an organization
• Highest degree of integrity, professionalism, diplomacy and discretion, ability to exercise discretion with respect to highly confidential and sensitive information

Preferred Qualifications

• Sophisticated knowledge of Microsoft Office
• Excellent knowledge of word processing, particularly proofreading and formatting
• Financial literacy and experience dealing with basic financial concepts.

Note: This is not a remote position. Our office is located in Hunt Valley, Maryland.

Please submit resume and optionally a cover letter outlining your interest and experience either via Handshake or email to Careers@HermanLLC.com.

Herman LLC is a boutique estates and trusts law firm with decades of experience in the Baltimore-Washington area.

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