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About the job

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)

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