Trusts & Estates Legal Assistant


Legal Assistant

Reports To

Office Manager

Job Overview

The Legal Assistant will be responsible for carrying out administrative services and providing support to firm attorneys. The Legal Assistant will have a definite attention to detail, a strong work ethic, exceptional problem-solving skills, and comfort working in a fast-paced and dynamic workplace.

Primary Responsibilities and Duties

  • Type from rough draft, handwritten materials, and/​or dictation into proper format.
  • Compose basic or routine letters/​transmittal e‑mails.
  • Enter timekeepers’ time entries.
  • Proofread for spelling, punctuation, and grammar.
  • Schedule and calendar appointments and meetings; make travel arrangements and complete expense reports.
  • Process mail; route documents via U.S. Mail, e‑mail, delivery service, fax, etc.
  • Obtain/​maintain contact information.
  • Serve as back-up to other assistants.
  • Perform general research for timekeepers.
  • Monitor e‑mail, regular mail, and voice mail.
  • Open files and organize and maintain filings (including electronic filing) and files; assist timekeepers with tracking deadlines and organizing projects.
  • Answer phones and resolve questions or concerns from clients, other attorneys, and co-workers.
  • When requested, monitor timekeepers’ e‑mail, regular mail, and/​or voicemail. Arrange for responses whenever possible. Report responses/​status of items to timekeepers.


  • Proven working experience as a legal assistant or legal secretary
  • Familiarity with law, legal procedures, and protocols
  • Satisfactory knowledge of day-to-day operations of a legal office
  • Computer literacy
  • Proficiency in English
  • Working knowledge of legal billing and document management software
  • Excellent organizational skills


  • Education: High School Diploma is required. Associates or Bachelor’s Degree preferred
  • Skills: Organization, Communication, Critical Listening, Problem Solving, Prioritization
  • Personal characteristics: Trustworthy, Consistent, Detail-oriented, Dependable, Self-starter, Unflappable

Could you be the person that Boardman & Clark is looking for? If so, please send cover letter and resume to: Office Manager, Boardman & Clark LLP, P.O. Box 927, Madison, WI 53701 – 0927 or email lstatz@​boardmanclark.​com. Equal Employment Opportunity/​Affirmative Action Employer”.

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