Career Opportunities

The Oakmont office is seeking a highly motivated, experienced Legal Assistant/Paralegal to support the Estate Planning & Administration attorneys in its Oakmont location. Our ideal candidate will possess excellent communication skills, be extremely detail oriented, and be willing to learn in a fast-paced environment.

 

· Provide administrative support to three attorneys and enhance office effectiveness.

· Type from written drafts and revise documents as needed.

· Witness wills, POA's, and other legal documents as requested.

· Answer and direct incoming calls in a courteous manner.

· Maintain client files.

· Greet clients and visitors.

· Serve as a liaison between the attorney, clients, beneficiaries and other involved parties.

· Receive and sort all mail deliveries.
· Make copies of documents as requested.
· Keep accurate office supply inventory and ordering as needed.

 

· Accuracy and attention to detail are vital.

· Excellent communication skills both verbal and written.

· Self-motivated and interpersonal skills to interact with attorneys and clients.

· Maintain strong sense of confidentiality and ability to exercise sound judgement.

· Preference for work experience in estate planning and administration.
· Proficient in Microsoft Office Suite and Quickbooks.
· Lackner 6 in 1 experience helpful but not necessary.

GRB Law offers a competitive salary based on experience and excellent benefit package. Please forward resume and salary requirements to careers@grblaw.com.

· Perform conflicts checks and opening new clint matters.
· Prepare and distribute monthly prebills.
· Review and edit pre-bills in response to attorney requests.
· Generate and review invoices for accuracy and compliance with client billing guidelines and attorney instructions, alerting appropriate parties and initiating problem resolution where appropriate.
· Finalize and prepare invoices for mailing or emailing.
· Edit and generate invoices for electronic billing systems such as Bottomline Legal eXchange, LegalTracker and CounselLink: ensuring proper submission of all invoices.
· Submit appeals in accordance with applicable billing guidelines.
· Assist with e-billing set ups and maintenance through client and vendor contacts.
· Research and respond effectively to inquiries regarding billing or payment issues.
· Application of client payments in the form of checks, ACH, wires and credit cards.
· Perform regular analysis of accounts receivable aging reports to identify delinquent accounts and follow up on collections of outstanding payments.
· Review Daily Cash Report for relevant client and matter payment.
· Process write off/write downs per attorney instructions.
· Organize and maintain billing guidelines for each billing attorney and client account.
· Implement additional recordkeeping methods to increase efficiency when appropriate.
· Maintain and update client/matter information within the Time and Billing System as needed.
 

· Conduct comprehensive training for temporary and permanent employees working in the in-person contact center, and remote contact center (collectively referred to as "customer service representatives").
· Monitor all customer service representatives' productivity through personal observation and analysis of collected data and follow up on a daily basis.
· Make recommendations for assignments and promotions of customer service representatives based on personal observation of each one, as well as disciplinary measures when necessary.
· Monitor and evaluate volume trends for incoming calls, in person foot traffic, and document processing needs and develop an action plan for anticipated higher volume days/weeks.
· Identify potentially collectible accounts and/or accounts that would otherwise benefit from contact and create outbound call lists for the customer service representatives.
· Prepare and maintain accurate attendance and quality performance records for all customer service representatives.
· Track all in person foot traffic on a daily basis to determine when additional help is necessary and plan for those times accordingly.
· Create the lunch/break schedule to accommodate the most inbound and outbound calls and in person foot traffic each day - the goal is to have 90% of inbound calls answered.
· Assure that mail, including returned mail, payments and other documents are processed in a timely and efficient manner.
· Assure each day that all computer equipment and phones are in proper working order - notify the GRB IT department immediately if there is any malfunctioning equipment and make alternate arrangements for any representative affected by an equipment problem.
· Maintain up-to-date training materials.
· Review updated policies and procedures with customer service representatives.
· Maintain proper office supplies for highest efficiency - place orders as necessary with designated vendor.
 

· Prepare legal proceedings and responses.
· Maintain a calendar for scheduling items of importance and required follow-up.
· Prepare directions for service of legal documents upon Defendants.
· Work efficiently in conjunction with Clients, Courts and Local Government offices.
· Prepare and mail large quantities of legal pleadings and correspondence.
· E-file documentation with the Department of Court Records.
· Review legal dockets on the Department of Court Records website, Pacer and Lexis Nexis research.
· Database entry, including account review maintenance and updates.
· Analysis of large amounts of data to produce internal and external reports.