Estate & Tax Legal Assistant - Detail-Oriented & Tech-Savvy

Porzio, Bromberg & Newman, P.C.; Naples (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) retirement plan with employer {

Life Insurance

Disability insurance

Paid Time Off

Paid Holidays

Employee Assistance Programs

Job summary

Porzio, Bromberg & Newman, P.C. in Naples, FL seeks a detail-oriented Legal Assistant to support three attorneys specializing in estate planning, tax law, and business planning, with focus on efficiency and client service.

The role offers opportunities to work in a client-centric environment, leverages technology, and professional growth within a collaborative team. Minimum two years of experience required, with strong organizational skills.

Qualifications

• Minimum experience of two years as a legal assistant or equivalent.
• Time management and scheduling of complex calendars.
• Document and file management proficiency.
• Knowledge of legal processes including intake, conflict checks, and court/agency rules.
• Billing and invoicing experience.
• Problem-solving abilities for administrative challenges.
• Software proficiency: Microsoft Office, Outlook, CRM tools, and AI tools.
• Adaptability to workflow tools.
• Notary certification is helpful but not required.

Responsibilities

• Manage attorney schedules and coordinate client meetings.
• Oversee the client intake process, including communications, conflict checks, and internal file setup.
• Handle incoming and outgoing correspondence with professionalism.
• Maintain and organize client files and documents, ensuring efficient record management.
• Assist with billing and invoicing processes.
• Provide general administrative support to the legal team.
• Handle client inquiries and provide excellent customer service.
• Utilize and maintain efficient office systems and processes.

Skills

Detail-oriented

Proactive problem solver

Tech-savvy

Strong communicator

Organized and efficient

Adaptable and flexible

Client-focused

Team-oriented

Tools

Microsoft Office Suite

Outlook

CRM tools

AI tools

Job description

Porzio, Bromberg & Newman, P.C. in Naples, FL seeks a detail-oriented Legal Assistant to support three attorneys specializing in estate planning, tax law, and business planning, with focus on efficiency and client service.

The role offers opportunities to work in a client-centric environment, leverages technology, and professional growth within a collaborative team. Minimum two years of experience required, with strong organizational skills.