Multi-Practice Legal Assistant

Multi-Practice Legal Assistant
Litigation, Corporate & M&A, and Wills, Estates, Trusts & Probate · Oberman Law Firm · Cumming, GA

ABOUT OBERMAN LAW FIRM
Oberman Law Firm serves businesses, professionals, and families across a broad practice that includes business and corporate law, litigation, and wills, estates, trusts, and probate.

Our mission: We are committed to delivering extraordinary service, personal attention and exceptional guidance to every client to make a meaningful and lasting positive difference in their lives.

Our core values: Inspirational, Disciplined, Accountable, Transparent, Aligned, and Results-oriented. We hire people who live these values every day.

JOB SUMMARY
Oberman Law Firm is seeking an experienced, detail-oriented, organized, and proactive Legal Assistant to support our attorneys across three core practice areas: civil litigation, corporate and M&A transactions, and wills, estates, trusts, and probate. You will prepare legal documents, manage high-volume administrative work, track strict court and closing deadlines, and keep files moving from intake to close. This role works closely with our attorneys, maintains direct, confidential communication with clients, and is their main point of contact between meetings.

KEY RESPONSIBILITIES

General & Administrative
• Manage attorney calendars, deadlines, and reminders in the firm's case management software; schedule client meetings, depositions, closings, and court appearances
• Answer, screen, and direct phone calls and emails, greeting clients with tact, empathy, and professional discretion
• Coordinate conflict-of-interest checks, and open, organize, and close physical and electronic case files
• Keep status updates current in the firm's case management software
• Assist with client billing, expense tracking, and time-entry maintenance in the firm's software
• Cover for other firm members as needed

Litigation Support
• Assist with the preparation, formatting, filing, and service of court pleadings, motions, and briefs
• Manage discovery, including organizing document production, indexing evidence, and tracking interrogatories
• Help prepare for trials and hearings by assembling trial binders, exhibit lists, and witness folders
• Summarize deposition transcripts, witness statements, and court exhibits

Corporate & M&A Support
• Form and maintain entities (LLCs, corporations); file formation and amendment documents with the Georgia Secretary of State and other states as needed
• Draft operating agreements, bylaws, resolutions, consents, and annual registrations
• Assist with virtual data room (VDR) setup, document collection, and due diligence tracking
• Proofread and format transaction documents, purchase agreements, disclosure schedules, and closing certificates
• Coordinate closing checklists, signature packets (DocuSign, AdobeSign), and post-closing binder distribution
• Maintain minute books and compliance calendars for business clients

Wills, Estates, Trusts & Probate Support
• Prepare first drafts of wills, revocable trusts, powers of attorney, healthcare directives, and related documents under attorney supervision
• Collect and organize client intake information
• Coordinate and attend document signing meetings; serve as a witness and notarize documents (where commissioned)
• Prepare and file probate petitions, inventories, returns, and formal notices to beneficiaries and creditors in Georgia probate courts
• Track court deadlines and creditor notice periods; prepare accountings
• Communicate with executors, beneficiaries, financial institutions, and courts

QUALIFICATIONS & SKILLS

Required
• 5–10 years of experience as a legal assistant or paralegal in a law firm, with experience in estate planning and probate,
corporate/transactional, and/or litigation work
• Bachelor's degree
• Georgia probate court filing experience
• Strong drafting, proofreading, and organization skills
• Experience with MyCase, Clio, or similar practice management software, and with court e-filing portals
• Experience with electronic signature platforms (DocuSign, AdobeSign)
• Proficient in Microsoft Outlook, Word, and Excel
• Able to work in the Cumming office full time

Preferred
• Legal Assistant/Paralegal certificate
• Georgia notary public, or willing to become one

Core Competencies
• Strong written and verbal communication skills
• A high level of discretion and ethical handling of sensitive financial and personal information
• Exceptional time management to juggle competing deadlines across multiple practice areas