Legal Assistant

Talis GroupLexington, KY

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Overview

Remote

On-site

Job Description

Talis Group’s company client, a Lexington, KY law firm is hiring a Legal Assistant to support their business, finance, trust and estate practice group. This is a full time position Monday through Friday 8:30am-5pm. This position will support two partners and one associate. Full benefits package available including paid parking, health insurance, and more. Discretionary bonus available.

Highlighted Duties:

Maintain calendars and closing schedules.
Coordinate due diligence; collecting files, tracking deadlines, and organizing reports. Prepare & draft legal documents specific to the service group.
Maintain accurate indexing, filing, and organization of legal documents in both physical and electronic formats
Assist attorneys with monthly billing, invoicing, expense reports and reimbursements each month.
Prepare and file UCC financing statements, entity formation, governance documents, and Secretary of State filings as needed
Obtain asset and personal information necessary for estate and trust administration.
Assist with the transfer of assets to beneficiaries in accordance with testamentary documents and applicable court orders.
Maintain financial records and account activities of estates and trusts.
Assist in drafting basic documents including wills, power of attorneys, living will directives and HIPAA authorizations.
Coordinate meetings/activities, receipt and transmittal of correspondence with clients, co-fiduciaries, attorneys, and other intermediaries.

Highlighted Requirements:

Bachelor's degree preferred. Associate degree in business administration, paralegal studies, accounting, finance, or related field considered.
3+ years of experience supporting business, estate planning, trust services, finance, corporate, or commercial transactions in a law firm or similar environment.
Ability to maintain confidentiality.
Strong organizational, analytical, communication, and client service skills.
Advanced proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and AdobeAcrobat.
Experience with i-Manage, SharePoint, OneDrive, LexisNexis, Westlaw, and trust/estate accounting or tax preparation software desired.

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FAQs About Legal Assistant Jobs at Talis Group

What is the work location for this position at Talis Group?

This job at Talis Group is located in Lexington, KY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Talis Group?

Employer has not shared pay details for this role.

What employment applies to this position at Talis Group?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Talis Group?

You can apply for this role at Talis Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.