Estate Planning Legal Assistant

Orionplacement; Jacksonville (FL); Presencial; USD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Paid time off

Retirement plan

Vision insurance

Descripción de la vacante

Confidential Employer in Jacksonville, FL seeks an experienced Estate Planning Legal Assistant to manage attorney calendars, handle client communications, and organize estate planning documents. This full-time, on-site role requires 4+ years in admin support within a professional services setting and the ability to work 8:30 AM–5:00 PM with overtime as needed.

You will interact with clients and professionals, prepare wills/trusts/documents, and maintain secure files while protecting sensitive

Formación

• 4+ years of administrative assistant experience required.
• 2+ years supporting professionals in a law firm, CPA firm, wealth management firm, or similar environment strongly preferred.
• Proven experience managing complex calendars, scheduling appointments, and handling changing priorities.
• Strong written and verbal communication skills and a professional, client-focused approach.
• Excellent organizational skills, attention to detail, and the ability to work independently.
• Comfortable handling confidential client information with discretion and integrity.
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe Acrobat.
• Estate planning or trusts and estates experience is a plus, but not required.
• College degree preferred, not required.
• Ability to work fully on-site in Jacksonville from 8:30 AM to 5:00 PM, with overtime as needed.

Responsabilidades

• Manage busy attorney calendars, including client appointments, document signings, deadlines, and frequently changing schedules.
• Serve as a professional, responsive point of contact for estate planning clients and their families.
• Prepare, format, proofread, and organize wills, trusts, powers of attorney, correspondence, and other estate planning documents.
• Coordinate document execution, including scheduling witnesses, arranging notarizations, and handling post-signing administrative tasks.
• Maintain organized electronic and physical client files while protecting sensitive personal and financial information.
• Communicate and coordinate with attorneys, paralegals, clients, financial advisors, and other professionals.
• Support attorneys with day-to-day administrative needs, client communications, and document management.
• Anticipate priorities, manage competing deadlines, and help keep the estate planning practice running smoothly.

Conocimientos

Calendar management

Client communications

Organization

Discretion & integrity

MS Office suite

Attention to detail

Independent work

Experience in law/wealth management

Educación

College degree preferred

Herramientas

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Adobe Acrobat

Descripción del empleo

Pay: $60,000.00 - $80,000.00 per year

Why This Is a Great Opportunity

• Join an established, respected law firm where your organization, professionalism, and initiative truly make a difference.
• Work closely with experienced estate planning attorneys serving individuals, families, and high-net-worth clients.
• Enjoy meaningful client interaction and an important role in helping families plan for their futures.
• Receive competitive compensation, excellent benefits, a 401(k), and generous paid time off.
• Be part of a collaborative, supportive team that values your contributions and invests in professional growth.
• Build a rewarding long-term career in a welcoming, professional environment.

Location

Jacksonville, FL | Downtown/Riverside Area | Fully On-Site

Our team works together in a professional, collaborative office environment. This is a full-time, in-office position, Monday through Friday, 8:30 AM to 5:00 PM, with overtime as needed. No remote or hybrid option is available.

Note

We are seeking candidates with 4+ years of administrative assistant experience, particularly those comfortable managing complex calendars, supporting busy professionals, and communicating directly with clients. Experience in a law firm, accounting firm, or wealth management environment is strongly preferred but not required.

About Us

Confidential Employer.

We are an established, full-service law firm dedicated to providing thoughtful, personalized legal services to individuals, families, and businesses.

Our team combines sophisticated legal work with a welcoming, supportive culture. We value teamwork, professionalism, initiative, and excellent client service, and we believe in giving our people the tools and trust they need to succeed.

We're excited to welcome a dependable, detail-oriented Estate Planning Legal Assistant who enjoys making a difference behind the scenes and working closely with clients.

Job Description

• Manage busy attorney calendars, including client appointments, document signings, deadlines, and frequently changing schedules.
• Serve as a professional, responsive point of contact for estate planning clients and their families.
• Prepare, format, proofread, and organize wills, trusts, powers of attorney, correspondence, and other estate planning documents.
• Coordinate document execution, including scheduling witnesses, arranging notarizations, and handling post-signing administrative tasks.
• Maintain organized electronic and physical client files while protecting sensitive personal and financial information.
• Communicate and coordinate with attorneys, paralegals, clients, financial advisors, and other professionals.
• Support attorneys with day-to-day administrative needs, client communications, and document management.
• Anticipate priorities, manage competing deadlines, and help keep the estate planning practice running smoothly.

Qualifications

• 4+ years of administrative assistant experience required.
• 2+ years supporting professionals in a law firm, CPA firm, wealth management firm, or similar environment strongly preferred.
• Proven experience managing complex calendars, scheduling appointments, and handling changing priorities.
• Strong written and verbal communication skills and a professional, client-focused approach.
• Excellent organizational skills, attention to detail, and the ability to work independently.
• Comfortable handling confidential client information with discretion and integrity.
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe Acrobat.
• Estate planning or trusts and estates experience is a plus, but not required.
• College degree preferred, not required.
• Ability to work fully on-site in Jacksonville from 8:30 AM to 5:00 PM, with overtime as needed.

Why You Will Love Working Here

We believe excellent legal service starts with a team that feels supported, valued, and trusted.

You'll work alongside experienced professionals in an environment where your attention to detail, initiative, and client service skills are appreciated every day. We offer comprehensive benefits, generous paid time off, a 401(k), and compensation starting at $60,000, with increases based on experience.

JPC-2843

Benefits

• Health insurance
• Paid time off
• Retirement plan
• Vision insurance