Legal Secretary for Trusts

3 weeks ago


Tampa, Florida, United States Jobot Full time

About the Role:

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:

  • Prepare estate planning documents such as wills, trusts, and powers of attorney
  • Maintain and organize client files and legal documents
  • Process client billing and assist with invoicing
  • Provide general administrative support as needed

Requirements:

  • 3+ years of experience as a legal secretary, preferably in trusts and estates
  • Bachelor's or Associate's degree preferred
  • Familiarity with estate planning and administration procedures
  • Proficiency in Microsoft Office Suite and legal software
  • Experience interacting with high-net-worth clients a plus

About Jobot:

Jobot is a forward-thinking company that values efficiency, embraces innovation, and is always ready to take on the most challenging legal matters while fostering a positive work environment that promotes professional growth.



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