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Experienced Legal Assistant for Private Client Services

2 months ago

Lakeland, Florida, United States GrayRobinson, P.A. Full time

Position Overview:
GrayRobinson, P.A., a comprehensive legal and governmental consulting firm, is seeking a qualified Private Client Services Paralegal or Legal Assistant with extensive experience in wealth transfer, estate planning, trust administration, and probate.

Key Responsibilities:
The selected candidate will be responsible for:

  • Preparation of estate, gift, and fiduciary income tax returns.
  • Electronic filing of probate court documents.
  • Assisting in the administration of trusts and estates.

Qualifications:
The ideal candidate should possess:

  • A minimum of 5 years of relevant experience.
  • Exceptional attention to detail and strong proofreading and drafting skills.
  • Excellent organizational and multi-tasking abilities.
  • Effective verbal and written communication skills.

Technical Skills:
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, etc.) is required. Familiarity with GEMS and/or Prosystems, or other estate tax return software, is preferred.

Compensation:
We offer a competitive salary along with a comprehensive benefits package in a professional work environment.

Equal Opportunity Employer:
GrayRobinson is committed to providing equal employment opportunities to all qualified individuals.