Legal Operations Assistant

6 days ago


Naples, Florida, United States The Phoenix Group Full time

The Phoenix Group is seeking a highly skilled Legal Operations Assistant to support their estate planning team in Naples, FL.

About the Position

  • This role involves collaborating with the estate planning team to review, modify, and finalize essential documents such as wills, trusts, and powers of attorney for client execution.
  • You will also be responsible for drafting cover letters, assembling and binding documents, and managing merge documents.

Key Responsibilities

  • Handle client correspondence, respond to inquiries, and organize meetings for clients to review, modify, or sign documents.
  • Act as a witness or notary for document signings and maintain both electronic and physical files of legal documents.
  • Ensure organized and accessible records and provide exceptional client service.

Requirements

  • At least 1–2 years of legal secretarial experience, preferably in trusts and estates.
  • Excellent technical skills, including proficiency in MS Word (especially with Styles) and Outlook.

Estimated Annual Salary: $55,000 - $75,000, based on experience.



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