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Trusts and Estates Associate
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Trusts and Estates Associate
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Trusts and Estates Associate
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Naples, Florida, United States Jobot Full timeUnlock Your Potential in Trusts and EstatesAre you passionate about navigating the complexities of estate planning and taxation? Do you have a knack for providing expert legal advice in trusts and estates? We are seeking a seasoned Trusts and Estates Associate to join our dynamic team at Jobot.Key Responsibilities:Drafting and reviewing estate planning...
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Trusts & Estates Associate
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Naples, United States Jobot Full timeJob DescriptionJob DescriptionJoin one of the largest trusts and estates practices in the United States!This Jobot Job is hosted by: Colleen GormleyAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $180,000 - $200,000 per yearA bit about us:Our client seeks a Trusts & Estates associate to join their Private...
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Trusts and Estates Associate
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Naples, Florida, United States Jobot Full timeAbout the Role:We are seeking a highly skilled and experienced Trusts and Estates Associate to join our dynamic team at Jobot. As a key member of our Private Clients Group, you will play a pivotal role in providing comprehensive legal services to our clients.Key Responsibilities:Provide expert legal advice in the areas of trust and estate planning,...
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Naples, Florida, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Trusts & Estates Associate to join our dynamic team at Jobot. As a key member of our Private Clients Group, you will have the opportunity to work with high net worth individuals and families, family offices, closely held businesses, and national charities and foundations.ResponsibilitiesProvide expert legal...
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Trusts and Estates Attorney
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Estate Planning and Trusts Attorney
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Trusts and Estates Attorney
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Trusts and Estates Attorney
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Trusts & Estates Attorney
4 months ago
Naples, United States Ascension Global Staffing & Executive Search Full timeJob DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...
Trusts & Estates Legal Assistant
3 months ago
- This position works with a team of estate planning lawyers and other staff to ensure documents such as wills, trusts, and powers of attorney are modified and finalized for execution by clients.
- Duties include, but are not limited to, drafting cover letters, composing and distributing documents and correspondence on a discretionary basis to respond to client inquiries or to obtain information.
- Performing client work as directed by assigned attorney(s) organizing and coordinating, on an independent basis, administrative and other resources to ensure timely project completion.
- Drafting, transcribing, typing, formatting, proofreading and/or finalizing legal documents, from dictation, handwriting or existing documents as directed by assigned attorney(s).
- Working with merge documents at the direction of the attorneys; mailing/emailing documents to clients; maintaining updated contact lists.
- Maintaining electronic and paper files of legal documents.
- Screening, taking and relaying accurate telephone messages and responding, as appropriate, when the matter does not require the attention of the assigned attorney(s).
- Maintaining calendars of assigned attorney(s) and organizing meetings, for clients to make modifications/substitutions and/or sign final documents.
- Serve as witness and/or notary when documents are signed. May include occasional signings outside of office.
- Binding documents and preparing documents for the clients.
- 1-2 years legal secretarial experience in the trust and estates field preferred.
- Ability to work in a collegial manner with a number of team members, provide extensive administrative assistance to assigned legal staff while also serving as a positive role model for others.
- Exceptional technical skills required, as well as strong organizational, communication and client service skills.
- Working knowledge of MS Word, particularly with Styles, Outlook, and electronic document management systems (experience with FileSite a plus).
- Excellent time management, prioritizing skills, and ability to adjust to a changing workflow.
- Must be detail oriented, with excellent proofreading, grammar and spelling skills, as well as the ability to multi-task and interface with clients professionally and effectively.
- Position requires high level of discretion and ability to maintain confidentiality.