Professional Staff

We are seeking a dedicated Corporate Paralegal to join our dynamic team. As a Corporate Paralegal, you will play a pivotal role in supporting our legal team with corporate transactions, document drafting, and compliance matters. This position offers a unique opportunity to work closely with experienced attorneys and contribute to the success of our firm.

Our ideal candidate is highly organized, detail-oriented, and possesses a strong understanding of corporate legal principles. If you thrive in a fast-paced environment and are eager to grow your career in corporate law, we invite you to apply. This is a Monday to Friday, full-time role located at our Bergen County office, offering a collaborative and encouraging workplace atmosphere. Join us in delivering exceptional legal services and shaping the future of corporate law.

Primary Responsibilities
Corporate Formation and Maintenance:

• Form corporations, limited liability companies, and other types of entities, along with related amendments, withdrawals, mergers, and dissolutions of such entities.
• Corporate compliance consisting of filing annual reports with state and local governmental offices.
• Preparation of corporate documents such as consent resolutions, operating agreements, shareholder agreements, bylaws, and obtaining EINs.
• Maintain and update corporate records and minute books, including ownership certificates and ledger.

Legal Document Drafting and Review:

• Draft and review real estate purchase and sale agreements (primarily commercial), asset purchase agreements, stock/unit transfer agreements, lease agreements, and closing documents related to real estate, asset and stock transactions, including closing statements.
• Draft term sheets/commitment letters on behalf of lender clients, as well as loan/modification documents (e.g., notes, mortgages, guaranties, and security agreements).
• Preparation and filing of UCC financing statement, amendments, and terminations.
• Filing of recordable documents in various State and County recording offices.

Transaction Assistance and Due Diligence:

• Conduct and analyze legal and factual research related to real estate, asset and stock transactions.
• Title commitment and title policy review (including exception documents and endorsements), survey review, and general due diligence review (e.g., UCC and other search results) including summarizing issues and concerns for attorney consideration.
• Resolve title and survey issues as required.
• Secure UCC, judgment, lien, and pending litigation searches.
• File Bulk Sale Notices in connection with asset and commercial real estate transactions and secure tax clearance certificates.
• Download, organize, and inventory due diligence documentation from client-provided data sites.
• Maintain checklists for loan, real estate, asset, and stock transactions.
• Manage preparation, assembly, and compilation of documents in advance of closing and coordinate signature page gathering directly with client, opposing counsel and other third parties.
• Coordinate with opposing counsel, title companies, local counsel, and client representatives in all aspects of transactions.
• Preparation of closing binders related to transactions.

Skills & 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.

Job Overview

Stevens & Lee welcomes exceptional people who demonstrate an exemplary work ethic, strong interpersonal skills, and a high degree of initiative and creativity.

Key responsibilities of this position include:

• Preparation of business development materials, including pitches and proposals, and responses to Request for Proposals (RFPs)
• Assist in the development, execution and administration of business development programs and projects in support of group plans and the company strategic plan
• Work closely with the research team to develop key client, prospect and industry reporting protocols to support business development
• Work closely with marketing communications and event management colleagues to execute targeted collateral and outreach to support BD efforts
• Update and maintain department databases and client/contact data in the context of marketing and business development efforts (Reporting/Tracking ROI)

Qualifications:

• B.A/B.S. in Marketing or related field as determined by management; M.A./M.S./MBA preferred.
• 3+ years of business development experience; professional services marketing experience is very strongly preferred.

Skills and Abilities:

• Strong communication skills and the ability to establish credibility quickly are required
• Previous experience writing proposals and other professional materials
• Must be self-motivated, resourceful and reliable with a strong work ethic and positive attitude
• Outstanding project management and organizational skills
• Ability to prioritize deadlines, remain poised under pressure and multi-task with a high volume of work
• Demonstrated ability to analyze problems and suggest appropriate solutions
• Demonstrated ability to work with individuals at all levels across the Firm
• Ability to work independently and as part of a team environment
• Proficiency in Microsoft Word, PowerPoint and Excel, as well as CRM systems

Physical Requirements:

Will require travel to other offices as needed

*This is a hybrid position and can be located in any of the Stevens & Lee’s Mid-Atlantic office locations: Princeton, NJ, Philadelphia, PA, King of Prussia, PA, Harrisburg, PA or Reading, PA.*

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.

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

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.

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.

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.