Legal Assistant
2 weeks ago
LEGAL ASSISTANT IN ESTATE PLANNING AND PROBATE
Our Client, a Jupiter law firm, has garnered a reputation for honesty, warmth and humor – which remain the foundation of their culture today. These traits, which are shared by their team, enable us to explain and demystify “legalese” in easy- to-understand language when speaking to clients. As a result, their clients receive solid legal advice and support with a personal touch which makes them confident in choosing them as their lawyers for life. They serve their clients in the areas of Estate Planning (Wills & Trusts), Probate and Trust Administration, Guardianship, Family Law and Real Estate. This busy firm has realized explosive growth in the past year and is seeking an experienced and unflappable Legal Assistant to assist in
Estate Planning, Probate & Trust Administration and Guardianship.
They value their staff and offer:
- Competitive salary
- Bonus
- PTO
- Holidays
- Continuing Education opportunities
- Growth potential
- Weekly team meetings
- Team training sessions
- Free parking
They have a collegial, non-lawyerly environment that you’ll experience the moment you step into the office.
They work hard, so familiarity with a fast-paced office environment is a must, but believe in a work/life balance and offer flexibility in your schedule when you need it. There are times when they will close early and share cocktails and appetizers together, and the weeks’ end at 2 P.M. on Friday. TGIF
Hours are Monday – Thursdays from 8:30 A.M. to 5:30 P.M. and Friday from 8:30 A.M. to 2:00 P.M.
In this important position, you will oversee and help draft and execute Estate Planning documents and open and close Probate, Trust and Guardianship matters, working with the attorneys, legal assistants and administrative assistants as the “air traffic controller” utilizing a legal software program to manage the flow of work.
The ideal candidate has 3 - 5 years’ experience in a law firm, preferably in one or more of the above areas, has exceptional organizational skills, a calm demeanor, an optimistic “can do” attitude, an eye for detail, the ability to work well independently and with a team, flexibility, the ability to be discreet and a warm and empathetic personality which will contribute to establishing and maintaining a positive client experience.
Responsibilities include but are not limited to:
- Initial client intake;
- Working in the firm database program inputting client information;
- Coordinating scheduling and process flow;
- Coordinating drafting assignments (with the ability to jump in and draft or edit when necessary) and managing timeliness of document production/output;
- Calling and/or emailing clients to schedule follow-up meetings or to obtain information;
- Working with staff to print and collate Estate Planning documents for execution;
- Acting as a Witness or Notary during document signings;
- Providing accurate non-attorney information in-person and via phone/email;
- Updating calendars and scheduling meetings;
- Performing other clerical duties such as filing, photocopying, scanning and faxing.
Requirements:
- Proven work experience as a legal assistant
- Proficiency in Microsoft Office Suite
- Experience in a law database management or billing management program
- Hands-on experience with office equipment (e.g. scanners, printers and fax machines)
- Professional and upbeat attitude and appearance
- Solid written and verbal communication skills
- Ability to be resourceful and proactive when issues arise
- Excellent organizational skills and an eye for detail
- Ability to maintain confidentiality
- Common Sense
- Multitasking and time-management skills, with the ability to prioritize tasks
- Flexibility to change direction when client priorities require it
- Calm and poised demeanor and the ability to work well independently and with a team
- Fluency in Spanish a plus
- High School degree
- College, additional relevant certifications or trainings a plus
If you read the above description and said to yourself, “This is me”, we would love to hear from you
To apply for this position, please submit a detailed Resume as well as a cover letter telling us why you are searching for a new position, why you are the best person for the position, and your salary expectations.
$22.00-$25.00 per hour, depending upon experience, with opportunities for advancement
Job: Full-time
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