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Job ID#: 43180
Jr Legal Assistant (Trusts & Estates) – Houston, TX (Hybrid)
A Houston-based legal team is hiring a junior legal assistant to support attorneys and legal assistants in a busy Trusts & Estates practice. This role is heavy on document/file organization and new client intake coordination (both physical and electronic records).
What you’ll do
- Manage new client intake from start to finish (conflicts checks coordination, opening new matters, setting up files/folders)
- Organize, scan, index, and maintain client files (physical + electronic)
- Assist with estate planning document handling (copy/scan, compile execution notebooks, track originals, prepare draft transmittal letters)
- Maintain secure storage inventory for original documents (vault tracking)
- Manage document storage/sharing platforms (ShareFile and NetDocs)
- Schedule appointments and coordinate meeting logistics (conference rooms, materials, confirmations, directions/parking info)
- Support e-signature workflows (prepare signature packets, monitor completion, save final documents/certificates)
- Assist with formatting and document prep (PDF prep, pagination, redlines, headers/footers)
- Provide general administrative support (mailings, courier tracking, scanning confirmations, follow-up lists/status reports)
What we’re looking for
- About 1 year of experience in a file clerk or similar role in a professional office (legal preferred)
- Strong organization and attention to detail; comfortable with high-volume filing
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Strong communication skills and follow-through
Work setup / requirements
- Location: Houston, TX 77056 area
- Hybrid schedule (no fully-remote option)
- Must be able to lift/move file boxes up to 20 lbs and reach shelving up to 8 feet (with appropriate equipment)
