Job Description

Innovative Driven is currently seeking a Legal Assistant (Estate Planning/Elder Law) to join a dynamic and busy law practice! The ideal candidate is a self-starter with strong communication skills, capable of managing attorney calendars, handling multiple phone lines, and assisting with potential new client intakes.

The role is fulltime and onsite position with 5 days in the Roseland, NJ office.

Responsibilities:

• Conduct client intakes for potential new clients.
• Monitor and track legal files, ensuring timely follow-ups and accurate billing.
• Collaborate with attorneys to manage workflow, assignments, and client needs.
• Maintain attorney calendars, schedule meetings, and prepare agendas for team meetings.
• Assist with marketing and social media initiatives.
• Support accounts receivable, invoice processing, and collections.
• Open and organize new client files, adhering to proper procedures.
• Update and maintain client communication lists in HubSpot and Salesforce.
• Contribute to department projects, ensuring assignments are tracked and deadlines are met.

Qualifications:

• Minimum of 3 years’ experience in a legal support role, with a preference for Elder Law/Estate Planning experience.
• BA/BS degree or equivalent work experience.

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