Legal SecretaryLaw Offices of Mark E Lewis & Associates

Job Summary

We are seeking a warm and friendly person as a full-time, on-site Legal Secretary/Clerk. The position includes administrative duties, client communication and a support role assisting our

Attorneys and back-office team. The right person for this position will be organized and detail

oriented with good follow-through, patient and sensitive with clients and staff, and someone

who likes to keep learning in a fast-paced environment.

Our attorneys and staff are wonderful and work well together to provide our clients with a

quality experience we can be proud of. If you are someone who takes initiative and wants to

contribute to our team without being micromanaged, this might be your happy place.

Responsibilities
  • Document Preparation. Creating Word documents associated with Estate Plans, Estate Administration, Probate matters and Deeds.

  • Answering phones, scheduling appointments, fielding questions, and responding to client inquiries

  • Assisting with administrative tasks such as, client intake, client follow up, insurance benefit confirmation, mail, printing services etc.

  • Excellent research skills

  • Adhering to client confidential matters and properly managing client information.

Qualifications
  • Excellent and friendly verbal and written communication skills

  • Organizational skills to keep accurate records and find important information quickly

  • Time management skills to prioritize and complete a variety of tasks throughout the day

  • Patience and interpersonal skills to respond appropriately and interact positively with clients and staff

  • Strong attention to detail and documentation

  • Proficiency and confidence with technology, specifically Microsoft Word. Can create, edit and format complex documents. Experience with CRMs or AbacusLaw a plus.

  • Professional experience in an office environment. Legal office experience a plus.

Requirements
  • Answer phones1 - 2 years
  • Business casual attire1 - 2 years
  • Greet clients1 - 2 years
  • Occasional Excel spreadsheets1 - 2 years
Nice to Have
  • Prepare court documents1 - 2 years
  • Professional image1 - 2 years
  • Proficient using MS-Word1 - 2 years
  • Use E-filing1 - 2 years
About Us
Join the Law Offices of Mark E Lewis & Associates, where we focus on planning, protecting, and preserving your future. Our team specializes in estate planning, ensuring that families of all ages and stages are well-prepared. Whether you're a young family looking to secure your children's future, middle-aged with growing assets, or nearing retirement and planning for end-of-life decisions, our expertise will guide you through the complexities of trusts, wills, and probate. We value proactive planning and clear communication, making us a trusted partner for your legal needs.
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