Trusts & Estates Legal Secretary

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:

  • 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

Requirements:

  • 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

About Us:

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.

Why Join Us:

  • Work-Life Balance: Enjoy flexible scheduling options and a culture that respects your time outside of work.
  • Collaborative Environment: Work alongside top-tier attorneys and fellow paralegals in a supportive team atmosphere.
  • Competitive Compensation: Receive a salary package and benefits that reflect the value we place on your expertise.
  • Career Advancement: Clear paths for progression within a growing Private Wealth Practice Group


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