Overview
Job Description
At Mason Law & Planning Group, we don’t just draft estate plans - we build lasting partnerships. We provide comprehensive estate planning, wealth management, and strategic business services, guiding our clients through life’s transitions with clarity and confidence. Our team is fueled by commitment, collaboration, and a shared drive to achieve excellence every day.
SummaryWe’re looking for a driven, proactive Legal Assistant to join our high-performing team in Monument, Colorado. This isn’t just a desk job - it’s a chance to build a meaningful career while being part of a tight-knit, motivated group that thrives on teamwork, accountability, and results.
In this role, you’ll play a pivotal part in supporting our attorneys and paralegals by managing legal documents, streamlining processes, and building positive client relationships.
If you’re the type of person who takes ownership, pushes to exceed expectations, and thrives when surrounded by equally dedicated professionals, we want you on our team!
Key Responsibilities
- Support attorneys and legal staff in client meetings, such as taking notes, merging documents, creating online client portals, etc.
- Review and assembly of legal documents
- Provide administrative and general office support, including managing incoming and outgoing mail, emails, and phone calls, as well as handling filing, scanning, data entry, and related tasks
- Conduct legal research
- Organize, scan, and maintain client files in both physical and electronic formats
- Maintain client confidentiality and demonstrate professionalism in all interactions
- Demonstrate dedication as a collaborative team member, providing support wherever needed to ensure the office operates efficiently
Requirements
- High school diploma or equivalent
- Associate’s or Bachelor’s degree preferred, or an equivalent combination of education and relevant work experience
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office, Google Suite, and basic computer skills
- Ability to manage multiple tasks in a fast-paced environment
- Professional, reliable, and client-service oriented
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
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