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Leagl Assistant Trusts Estates

4 months ago

Tampa, Florida, United States Zerega Consulting Services, LLC Full time

Our client, a highly regarded Tampa firm, is looking for a Trusts & Estates Legal Assistant. The role comes with a great salary package with additional perks such as paid health care, gym reimbursement and parking. The culture is compassionate, and the atmosphere is top notch.

Education and Experience

Minimum of three to five year's experience as a legal assistant in the trusts and estates area
Experience supporting multiple attorneys with calendaring, scheduling, document preparation and other responsibilities
Strong written and verbal communication skills
Client-oriented focus, professional demeanor
Must have initiative, analytical thinking, attention to detail and organizational skills.
Candidates must also have solid computer skills, including Word, Excel, PowerPoint and Outlook

Knowledge Requirements
Experience working in a mid to large-size firm and collaborating with various firm-wide departments in handling multiple responsibilities, including case opening, conflicts checks, billing, training, records, etc.
Effective oral and written communication skills needed to draft and proofread correspondence, pleadings, and other legal documents.
Experience tracking firm, attorney, and client expenses and using application software to process reimbursements and payments.
Knowledge and ability to participate in the client billing process, including assisting attorneys in entering narratives, tracking billable tasks, making edits, calendaring billing due dates, and delivering bills to clients in electronic and paper forms.
Schedule State Court hearings by Court requirements.
Using various Court filing systems, must have experience filing pleadings in the state by the related court requirements.
Understand Court requirements to calculate deadlines and ensure the attorney and team meet them.
Schedule client appointments in coordination with the attorney.
Managing electronic and paper case files.
Handling incoming and outgoing mail and other correspondence. Answering, screening, directing, and placing telephone calls and emails.
Ability to work efficiently and effectively under pressure and time constraints.
Strong attention to detail, initiative and follow-through required.
Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information.
Work in collaboration within a group and individually to ensure that clients are satisfied, including the desire to understand client concerns and build trust.
Aderant and iManage proficiency preferred.

Great benefits package includes paid holidays, PTO, 401(k), health benefits, etc.
About Zerega Consulting:

Zerega Consulting is a woman-owned and managed legal recruiting and consulting company. Founded in 2003, their boutique search firm caters to attorneys at all levels from managing partners to associates throughout the United States.

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Job Type: Full-time

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Schedule:
Monday to Friday

Work Location: In person