Legal Assistant

About Us: McRoberts Law, PLLC is a family law practice with a strong commitment to helping clients who wish to get through their family law case amicably—whether it be through a peaceful resolution process, or dignified litigation. Our law office values compassion, kindness, understanding, and excellence in our services. As we grow, we are looking to include a legal assistant who embodies these principles and possesses strong technical competencies.
Legal Assistant Job Description: We are seeking a legal assistant to be the backbone of our daily operations, ensuring the smooth functioning of our practice. The successful candidate will be adept at technology, particularly Microsoft Office Suite, Teams, Adobe Professional, and QuickBooks, and have strong document and file management skills. Above all, the individual will understand the sensitive nature of family law and exhibit the utmost discretion with client matters, showcase sound judgment, and serve our clients with compassion and kindness.
Key Responsibilities:

• Case Manager Duties
  • Answer inbound calls professionally, manage client inquiries, and direct calls as appropriate.
  • Conduct virtual meetings with clients, maintaining a warm and professional demeanor.
  • Welcome walk-in clients, providing an empathetic and supportive environment.
  • Maintain strict confidentiality of all client matters and contribute to a secure and organized office environment.
  • Employ excellent judgment and quick decision-making in response to office and client needs. Must be able to effectively screen clients to avoid conflicts of interest, while ensuring a kind demeanor and refraining from giving any legal advice.
  • Use Practice Panther client management software to track time, manage workflow, communicate with clients, manage client data, and send and receive documents.
  • Manage client files—work directly with clients to collect all necessary documents. Follow document management procedure.
  • Utilize Microsoft Office Suite, Teams Phone, Adobe Professional, and other technology tools to create, manage, and organize documents and correspondence.
  • Manage attorney’s schedule.
  • Prepare and maintain digital files for attorney—ensuring attorney has appropriate files in advance of client meetings and court dates.
  • Other duties as needed/assigned.
• Accounting responsibilities:
  • Accounts payable: process payroll, process invoices, and pay invoices.
  • Accounts receivable: process billing and receive payments from clients, manage IOLTA, operating, and savings accounts.
  • Reporting: categorize QuickBooks transactions and produce monthly and annual reports.
  • Other accounting duties as needed/assigned.
• Manage vendors/accounts:
  • Close/open/manage McRoberts Law vendors.
  • Ensure there is a digital folder in McRoberts Law OneDrive for each account. Update journal when changes are made to accounts. Save relevant emails into digital folder and email folders.
  • Track usernames/passwords and other account features.
  • Work with vendors to resolve technical issues with accounts.
  • Manage email inbox.

• High school diploma or equivalent is essential. Associate degree at minimum is preferred, but experience can balance out this requirement.
• Proven experience in an administrative support role, preferably in a legal setting.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), Teams, and Adobe Professional.
• Demonstrated ability with document management and file organization systems.
• Exceptional discretion with the ability to keep client matters confidential.
• Outstanding communication skills, both written and verbal, and the ability to connect with people in stressful situations.
• A proactive work ethic, excellent judgment, and the ability to work effectively both independently and as part of a team.