Legal Assistant

Profit Sharing | 401K | Health Benefits

This Jobot Job is hosted by: Jake VogelAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $50,000 - $55,000 per year

A bit about us:

We have grown from two forward-thinking partners to become the largest locally based, full-service regional firm serving the needs of our clients throughout Florida.

Our office provides a wide variety of services including Real Estate, Litigation and Estate Planning to our clients.

We believe it is very important to understand the tenets that we follow in our relationships with our clients.

These tenets are how we want to be judged, and what we want used as criteria in selecting us for legal representation.

We hold ourselves to the highest standards of our profession.

Our goal is to continually demonstrate the Firm’s capabilities and experience, and to build and maintain trust between our clients and us.

The only result that we will accept is the one that our clients expect us to deliver.

Why join us?

Profit Sharing Plan401KExcellent Health BenefitsMentorship & GrowthFree ParkingEmployee Assistance ProgramAnd Much More!

Job Details

We are seeking a detail-oriented and highly organized Estate Planning Legal Assistant to support our estate planning and trusts & estates attorneys.

This position plays a key role in assisting attorneys with the preparation, administration, and execution of estate planning documents while providing exceptional service to clients.

The ideal candidate will have experience in Florida estate planning matters and a strong commitment to accuracy, confidentiality, and client service.

Key Responsibilities

Assist estate planning attorneys with all stages of estate planning mattersDraft, edit, and format estate planning documents, including wills, trusts, powers of attorney, advance directives, and related correspondencePrepare asset summaries, beneficiary designations, and estate planning questionnairesCoordinate document execution meetings, including scheduling witnesses and notariesManage client files, both electronic and physical, ensuring accuracy and organizationCommunicate professionally with clients regarding document intake, execution, and follow-upAssist with trust funding, including preparation of deeds, affidavits, and related documentationFile and track probate and trust administration-related documents as neededMaintain calendars, deadlines, and reminders for attorneysOpen and close matters in accordance with firm proceduresHandle confidential and sensitive information with discretion and professionalismProvide general administrative and clerical support to the trusts and estates team as needed

Qualifications & Experience

Minimum of 2–4 years of experience as a legal assistant or administrative assistant in estate planning, trusts and estates, or a related practice area preferredFamiliarity with Florida estate planning and probate concepts strongly preferredStrong proficiency in Microsoft Office and legal document management systemsExcellent written and verbal communication skillsHighly organized with strong attention to detail and time-management skillsAbility to manage multiple tasks, prioritize deadlines, and work effectively in a team environmentProfessional demeanor and strong client-service orientation

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

_{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.}

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