Professional Staff

Stevens & Lee recruits positive and energetic individuals seeking to improve and expand their skills in a dynamic environment. We expect a lot from our staff and know the importance of hiring capable and talented people – men and women whose business experience, leadership skills and attitudes will contribute to our firm’s success.

We are about relationships with each other and with the clients we serve and embrace constant learning and skills development to grow individually, as team members and as a firm. Accordingly, the standards for our accounting and finance, business development and marketing, information technology, office services, paralegal and administrative personnel are as rigorous as our standards for attorney recruiting.

Those who succeed at Stevens & Lee are motivated and intelligent team players who share our core values of trust and collaboration. Many of our professionals at all levels have been with our firm for a decade or more for a variety of reasons, including our:

  • Recognition of professional staff as a vital and essential component of the overall success of our firm
  • Respect for all team members by treating them as exceptional people who perform their positions with a high degree of initiative, creativity and interpersonal skills
  • Commitment to supporting career development with opportunities for growth and advancement, including the pursuit of advanced degrees, training and seminars that focus on the expansion of skills
  • Support for and emphasis on the ability to adjust to a fast-paced work environment and steadfast service culture
  • Appreciation for team members who take the initiative to go beyond client expectations while exercising meticulous attention to detail and a high degree of accuracy
  • Competitive salaries, discretionary merit bonuses, and a competitive benefit package, including a defined contribution savings plan where the firm contributes 10% of your total compensation without any required contribution by you

If you are a self-motivated individual with enthusiasm and a strong work ethic, we would like to speak with you. Please contact us at jobs@stevenslee.com.

Available Positions

PC and Help Desk Specialist

The Stevens & Lee Companies is seeking a qualified PC and Help Desk Specialist to setup and support computers and provide technical support to platform employees and assist with projects and other IS Department tasks as needed.

Ideal candidates should have a minimum of three years of PC and technical support experience or demonstrate outstanding customer service skills.  A reliable vehicle is crucial, as the role requires regular travel to regional offices.  Candidates must also exhibit a strong willingness to learn and take responsibility for the following tasks:

Primary Responsibilities

  • Configure, deliver, and install computers and peripherals.
  • Configure and troubleshoot mobile devices, including Apple and Android
  • Answer and respond to service calls as needed for attorneys, professionals, and staff.
  • Enter all service and support work orders/tickets into IS Department tracking system.
  • Install, troubleshoot, research and correct desktop application and hardware issues.
  • Setup equipment and support presentations and meetings.
  • Participate in the after-hours on-call support rotation schedule.
  • Regular on-hour and off-hour travel to other regional offices for computer installation and support and/or projects as needed, including overtime as required.

Qualifications

A+ Certification desired, minimum high school diploma or equivalent and prior experience working in a professional services environment. Working knowledge of Microsoft Office and Teams, iManage, Litera products, copiers, printers and ShoreTel phones is a plus.

If you are a self-starter with strong interpersonal, collaboration and effective customer service skills and are looking to gain additional substantive experience, all while working in a collegial environment, we would like to talk to you.

We recognize capable and talented people. As a professionally managed business in a competitive industry, we expect a lot from our employees. In return, we provide competitive salaries and benefits package, discretionary merit bonuses, training, and educational opportunities.

Schedule

  • 8-hour shift
  • Monday to Friday
  • Rotating shift for after-hours on call
  • Overtime and some weekend availability as needed

Education

  • High school or equivalent (Preferred)

Experience

  • PC Hardware/Setup:  1 year (Preferred)
  • Help desk: 1 year (Preferred)
  • Windows: 1 year (Preferred)

Work Location: Reading, PA with regular travel to regional offices.

Interested candidates should submit a resume and cover letter to: jobs@stevenslee.com.

In compliance with federal and state equal opportunity employment laws, The Stevens & Lee Companies is an affirmative action/equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age or gender.

Research Associate

At Stevens & Lee, the Research Associate plays a vital role by assisting professionals with client-driven research activities. 

Primary Responsibilities

  • Utilize data analytical skills to obtain and present relevant data to support results.
  • Interpret communications and requests to identify information need(s), format, priority and breadth.
  • Perform client list reporting.
  • Update the Master Client list weekly.
  • Evaluate, refine and censor client lists for cross-selling opportunity assessment.
  • Build, evaluate and refine targeted lists for sales, networking, and product development.
  • Daily retrieval of articles for professionals based on their client relationship or ongoing need.
  • Monitor industry standards and news for practice groups, leadership and administrative use.
  • Design and run litigation reports and retrieve appropriate legal documents (PACER, Monitor Suite).
  • Pull financial statements and bond issuance reports (EMMA, SEC, FreeERISA).
  • Identify and retrieve industry reports (IBISWorld, D&B Hoovers, etc.).
  • Identify and retrieve Regulatory Proposal, Bill or Law text and supporting documents.
  • Identify and retrieve additional third-party reports as needed (D&B Hoovers, S&P Capital IQ.
  • Research, identify key details and compose customized company profiles, biographies and industry reports.
  • Verify government inquiries and involvement of entities and individuals (EPA, SEC, NLRB, OSHA, FDA).
  • Verify Business State of Incorporation and Legal Names for businesses and organizations.
  • Perform key professional, company and lateral candidate “red flag” background and reputation evaluations.
  • Find and validate individual or entity contact information.
  • Create and refine spreadsheets and presentations for use by professionals.
  • Identify need and construct data reporting tools to meet requested client or professional needs.
  • Complete client-billable research, presentations and reporting projects in collaboration with attorneys and professionals.
  • Maintain detailed client-project task and time logs.
  • Build law firm competitor and lateral benchmarking reports.
  • Compile lateral target presentations and refine as requested.
  • Support annual firm sales and growth review and evaluation process.
  • Compile research supporting Platform strategic development goals and progress benchmarking.
  • Compile research as requested for strategic business development and product creation.
  • Assemble and distribute weekly newsletter to professionals.
  • Maintain and report department workload and metrics.
  • Other duties as assigned.

Skills and Competencies

  • Boolean and keyword advance electronic search proficiency preferred.
  • Electronic database and browser search proficiency preferred.
  • Familiarity with common computer document file formats and software (PDF, RTF, DOC, DOCX, XL, CSV).
  • Demonstrated problem solving skills equivalent to education completed.
  • Excellent spelling and grammar skills; highly organized; detail oriented.
  • Advanced written and verbal communication skills.
  • Flexibility to adapt to individual information accessibility needs.
  • Ability to represent the firm in a professional manner.
  • Strong time management skills.
  • Work well under pressure.
  • Strong work ethics; integrity.
  • Discretion and ability to maintain client, firm and coworker confidentiality.

Qualifications

  • Bachelor's degree required; General Business, Mathematics, Economics, Business Intelligence Analysis, Library Science or Communications degree preferred.
  • Advanced knowledge of Windows 10 and Microsoft Office Suite 2016 is required.
  • Resourceful self-starter with strong interpersonal and collaboration skills.
  • Resource validity and bias assessment proficiency.
  • Ability to manage multiple tasks and balance priorities.
  • Sincere willingness to continue to learn.

Interested candidates should submit a resume and cover letter to: jobs@stevenslee.com.

In compliance with federal and state equal opportunity employment laws, The Stevens & Lee Companies is an affirmative action/equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age or gender.

Legal Assistant (Philadelphia)

At Stevens & Lee, the Legal Assistant plays a vital role as an administrative team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients.

The Legal Assistant is multi-dimensional position drawing upon a variety of skills and competencies, best suited for an organized, self-starter who enjoys assuming responsibility and learning new things.

Primary Responsibilities

  • Submit Conflict Checks, open new client matters and create New Business Memos as directed by attorneys.
  • Work with various court systems processing paperwork and e-filings, running docket reports, and maintaining docket search charts.
  • Partner with the firm’s Finance Department to produce monthly attorney billing; process and submit check requests and complete attorney expense reports.
  • Draft legal documents, prepare letters, correspondence, reports, and presentations as needed; proofread and ensure accuracy of all materials.
  • Make redactions, conduct bates numbering and compile document productions.
  • Assist with litigation by preparing for court hearings, scheduling depositions, assembling binders and exhibits.
  • Coordinate attorney calendars, set-up meetings, conference calls and make travel arrangements.
  • Manage all incoming and outgoing U.S., certified and FedEx mail per attorney request.
  • Welcome clients and greet visitors with a helpful, positive, and professional attitude.
  • Answer direct-line phone calls in a professional manner and route as necessary.
  • Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

Skills and Competencies

  • Ability to communicate professionally and interact effectively with all levels of personnel.
  • Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner and under minimal supervision.
  • Flexibility and ability to respond quickly and positively to shifting demands.
  • Ability to work under pressure to meet strict deadlines.

Qualifications

  • Bachelor's degree or equivalent relevant work experience
  • Minimum of three years of experience as a legal assistant at a law firm, professional services firm, or corporation
  • Proficiency in Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel and Outlook
  • Exceptional computer skills with the ability to learn new software applications quickly.

Interested candidates should submit a resume and cover letter to: jobs@stevenslee.com.

In compliance with federal and state equal opportunity employment laws, The Stevens & Lee Companies is an affirmative action/equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age or gender.

Trusts and Estates Paralegal

We are seeking a highly motivated and detail-oriented Trusts and Estates Paralegal to join our team. The ideal candidate will have experience in, estate and trust administration, preparation of state and federal death tax returns and fiduciary income tax returns, and probate procedures. As a Trusts and Estates Paralegal, you will work closely with attorneys and clients to support all aspects of Estate and Trust administration.

At Stevens & Lee, the Trusts & Estates Paralegal plays a vital role as a team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients. The Trusts & Estates Paralegal is a multi-dimensional position drawing upon a variety of skills and competencies, best suited for a highly organized, detail-oriented individual who has a deep understanding of the law.

This position is full-time, in office Monday to Friday. The location for this role can be any of our New Jersey or Pennsylvania offices, though we have a preference for Valley Forge, PA.

Primary Responsibilities

  • Estate Planning Support: Assist with estate planning processes, including asset valuation, beneficiary designations, and tax planning strategies.
  • Probate Administration: Facilitate the probate process by preparing and filing court documents, communicating with beneficiaries and heirs, maintaining accurate records, preparing estate accountings, and coordinating asset distribution.
  • Trust Administration: Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings.
  • Legal Research: Conduct legal research on trust and estate matters, staying current on relevant laws, regulations, and case law to support attorneys in case preparation and strategy.
  • Meet with attorneys and other professionals to discuss assigned cases or projects.
  • Serve as liaison between firm, clients, advisors, and beneficiaries.
  • Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns. 
  • Develop and maintain records regarding billable hours spent on specific matters.
  • Maintain and organize matter files, documents, and correspondence.
  • Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
  • Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

Skills and Competencies

  • Flexibility and ability to respond quickly and positively to shifting demands.
  • Ability to work under pressure to meet strict deadlines.
  • Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner and under minimal supervision.
  • Ability to communicate professionally and interact effectively with all levels of personnel.

Qualifications

  • Bachelor's degree or equivalent relevant work experience; Paralegal certificate a plus.
  • 5-8 years of experience in trusts & estates with a law firm, accounting firm, or bank trust departments.
  • Previous experience in PA and NJ trust & estates administration.
  • Previous experience in probate process and preparing state, and federal fiduciary income and death tax returns.
  • Proficiency with Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
  • Proficiency with document management systems, preferably iManage.
  • Outstanding proficiency in mathematics and deep comprehension of mathematical principles.
  • Experience with Lackner is a plus.
  • Experience Notary Public is a plus.

Interested candidates should submit a resume and cover letter to: jobs@stevenslee.com.

In compliance with federal and state equal opportunity employment laws, The Stevens & Lee Companies is an affirmative action/equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age, or gender.

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