Estate Planning Legal Assistant - On-Site Growth & Benefits

Orion Placement; Jacksonville (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

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

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.

Responsibilities

• 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.

Skills

Calendar management

Client communications

Organization

Discretion & integrity

MS Office suite

Attention to detail

Independent work

Experience in law/wealth management

Education

College degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Adobe Acrobat

Job description

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