Trusts & Estates Legal Coordinator
3 days ago
We are seeking a highly organized and detail-oriented Legal Secretary/Assistant to support our Trusts & Estates practice group. The ideal candidate will play a crucial role in assisting an attorney with estate planning and administration for high-net-worth clients.
Key Responsibilities- Manage attorney calendars, including scheduling client meetings and deadlines
- Prepare estate planning documents such as wills, trusts, and powers of attorney
- Maintain and organize client files and legal documents
- Draft correspondence to clients, courts, and other parties
- Process client billing and assist with invoicing
- Coordinate with other departments for cross-practice matters
- Maintain strict confidentiality of sensitive client information
- Provide general administrative support as needed
- 3+ years of experience as a legal secretary, preferably in trusts and estates
- Bachelor's or Associates degree preferred
- Familiarity with estate planning and administration procedures
- Exceptional organizational skills and attention to detail
- Strong problem-solving abilities and analytical thinking
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Suite and legal software
- Ability to multitask and prioritize in a fast-paced environment
- Team player with a positive attitude and professional demeanor
- Experience interacting with high-net-worth clients a plus
Our law firm client has been a cornerstone of Florida's legal landscape for nearly a century, growing alongside the state while maintaining a commitment to excellence and personalized service. With over 250 attorneys and a dedicated support staff, they combine the resources of a large firm with the attentive care of a boutique practice.
Our team specializes in a wide range of areas, including real estate, corporate law, and litigation, allowing us to provide comprehensive legal solutions tailored to our clients' diverse needs. We value efficiency, innovation, and a positive work environment that promotes professional growth.
Why join us? We offer a competitive compensation package, flexible scheduling options, and a culture that respects your time outside of work. We also provide opportunities for career advancement and professional development.
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