Estate Planning Assistant
6 days ago
Estate Planning Assistant - Miami, FL
About the JobWe are seeking a highly organized and detail-oriented Trust and Estate Legal Assistant to support our client's firm in Miami, FL. The ideal candidate will have exceptional organizational skills, keen attention to detail, and the ability to excel in a high-volume, fast-paced environment.
Key Responsibilities- Provide administrative support to Trust and Estate attorneys and paralegals, ensuring timely completion of tasks and maintaining accurate records.
- Maintain open communication with paralegals and attorneys on all matters, including client interactions and file management.
- Assist with department billing and invoicing, handling general client correspondence, and filing physical and electronic documents.
- Screen incoming calls, connecting clients with relevant team members, and responsible for all aspects of client intake, including collection of information and engagement documents.
- Maintain Master lists to ensure case status is up-to-date and prepare corporate binders for clients.
- Support the closing of files and maintain confidentiality of client information.
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- Minimum 1-2 years of experience as a legal assistant in a similar role.
- Exceptional organizational skills, attention to detail, and ability to work in a fast-paced environment.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Proficiency in MS Office, iManage, and other relevant software applications.
$45,000 - $60,000 per year, depending on experience.
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