Private Wealth Legal Assistant

Company Details

Arnall Golden Gregory

Arnall Golden Gregory LLP (“AGG”), an Atlanta-based law firm with approximately 190 attorneys, is seeking an organized, critical-thinking person with strong attention to detail. This position supports the Atlanta Office through the performance of administrative duties for the Private Wealth Practice Group. The ideal candidate should have a minimum of three (3) years’ experience as a Legal Assistant preferably with experience in a legal environment, specifically in Wills, Trusts, and Estate Planning. Must have strong organizational skills, attention to detail, requiring excellent clerical skills and knowledge of grammar, spelling and punctuation. Shall be proficient in the use of word processing and other automated equipment, Microsoft Office Suite and other software packages. The specific requirements for this position include, but are not limited to those outlined below.


Position Reports to:
Private Wealth Practice Group Co-Chairs and Legal Support Manager


Overall Responsibilities:

Primary duties will include, but are not limited, to the following:

  • Provide excellent client service in communications with clients and executives from diverse backgrounds, in writing and by telephone
  • Possess strong attention to detail, perform self-review and ask questions as needed in preparation of legal documents, letters and other written materials
  • Assist with performance of complex administrative, billing and calendaring management
  • Proficient with MS Word and Outlook
  • Maintain personal correspondence, reading files, billing letters, expense reports, and other client related documents in accordance with Firm standard filing procedures
  • Maintain daily calendars, manage attorney schedules, keeping them apprised of project deadlines
  • Preparation of monthly client billing according to Firm guidelines (including review for edits/corrections)
  • Prepare reimbursement and expense requests, tracking reimbursements for receipt of payment
  • Manage hard copy and electronic file; document organization and maintenance, including uploading to and downloading from third-party sites, creation of new files and maintenance of existing files utilizing an automated records management
    system
  • Enter timesheets into Aderant database for attorneys
  • Open new client/matter files per Firm procedures
  • Ability to work independently and with Private Wealth team to ensure superior quality in work product
  • Overtime and flexibility will be required on occasion
  • Other duties/tasks as assigned


Required skills:

  • Strong office organizational skills and attention to detail
  • Excellent interpersonal, written and oral communications skills, as well as tact and diplomacy sufficient to gain the respect of attorneys and employees
  • Professional demeanor and customer service orientated
  • Maintains positive, productive working relationships with attorneys, colleagues and clients
  • Proficiency in navigating through entire Microsoft Office Suite/Nuance/Outlook
  • Ability to work independently and as a team
  • Must demonstrate good problem-solving skills
  • Experience in wills, trusts probate, advance directives, power of attorney and estate planning highly desirable, but not required


Education and Experience Requirements:

  • A Bachelor’s Degree is preferred
  • At least three (3) years’ experience in above skill areas
  • Demonstrated proficiency in MS Office Suite and Adobe software programs


Mental/Physical/Environmental Requirements:

  • Indoor offices with controlled temperatures with limited exposure to noise, dust, chemicals
  • Mobility within the office
  • May sit for long periods of time
  • Crouching, kneeling standing, walking, pushing pulling and lifting occasionally
  • Operating a personal computer, telephone, voicemail and other office equipment on a regular basis
  • Must have the ability to convey detailed information in a clear and concise manner through spoken word
  • Must demonstrate good problem-solving skills


FLSA Status

Non-Exempt

Hours – Full Time:
Full-time; 9:00-5:30 p.m., Monday-Friday (1-hour lunch); Overtime may be required

ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

The requirements for this position include, but are not limited to those outlined above. It is the employer’s discretion to add to or change the duties or requirements of this position at any time.

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