Legal Assistant (Estate Planning)

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A full-service Florida Business law firm is seeking a full-time Estate Planning Legal Assistant to work on-site in the Naples office. Candidates should have a strong background supporting multiple attorneys in estate planning and probate practices. The ideal candidate is organized and detail-oriented, capable of managing multiple priorities, and able to work with limited supervision. The firm offers a professional environment with a competitive compensation and benefits program.

Duties and Responsibilities

• Maintain paper and electronic files in compliance with firm policies utilizing the firm’s document management system.
• Format and proofread correspondence, memos, and other legal documents from written and/or dictated attorney drafts.
• Schedule and calendar client meetings, as well as monitor attorney calendars.
• Submit billing entries, as well as expense reports.
• Assist with the preparation of estate planning binders.
• Other administrative duties, including general reception and office services, as assigned by attorneys and administrator.

Other Skills and Abilities

• Desire to work in a fast-paced environment.
• Highly detail-oriented, with a proven ability to manage shifting priorities.
• Excellent written communication and proof-reading skills.
• Excellent verbal communication skills with clients and colleagues.

Education and Experience

• Minimum of 3+ years Legal Assistant or Executive Assistant experience (Required), in an estate planning practice (Preferred).
• Proficient in Microsoft Office Suite and PDF (Required).
• Experience with document management and legal drafting software (Required). Experience with iManage (Preferred).
• Florida Notary (Preferred).

Physical Requirements

Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 25 pounds at times.

Work Location

This position reports to work in-person at the Naples office.

Notice

The statements contained in this description are not necessarily all-inclusive. Additional duties and responsibilities may be assigned, and requirements may vary from time to time.

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