Trusts & Estates Legal Admin

3 days ago

Tampa, United States Jobot Full time
Job DescriptionJob Description1:1 support | Paid parking/401k match/20 PTO

This Jobot Job is hosted by: Natasha van der Griendt
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $65,000 - $70,000 per year

A bit about us:



For nearly a century, our law firm client has been a cornerstone of Florida's legal landscape, 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. Their team specializes in a wide range of areas including real estate, corporate law, and litigation, allowing them to provide comprehensive legal solutions tailored to their clients' diverse needs.

"Join us, and you'll be part of a forward-thinking team 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."

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 they place on your expertise.
  • Career Advancement: Clear paths for progression within a growing Private Wealth Practice Group


Job Details



Our client is seeking a highly organized and Legal Secretary/Assistant to support its Trusts & Estates practice group. The ideal candidate will play a crucial role in assisting an attorney with her 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

Qualifications:
  • 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

If interested, please feel free to reach out on LinkedIn (Natasha van der Griendt) or click Apply Now below - your resume is sent to me personally when you apply

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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