Estate & Trust Legal Assistant — Hybrid (Naples)

Roetzel & Andress; Naples (FL); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Excellent benefits

Job summary

Roetzel & Andress LPA seeks a full-time Legal Assistant in Naples, FL, with 2–3 years of trust and estate planning experience. The role involves managing daily administrative tasks, calendar maintenance, and client communications, with a hybrid-remote schedule available.

Strong organizational, communication, and computer skills are essential. The successful candidate will support supervising attorneys, coordinate client meetings, and assist with billing and document management in a law firm with

Qualifications

• High school diploma or equivalent; 2-3 years legal assistant experience preferred.
• Proficient with Microsoft Word, Excel, Outlook and document management software.
• Demonstrated ability to plan, organize, and prioritize work; high level of confidentiality.

Responsibilities

• Transcribe/type correspondence, letters, documents, and forms as directed.
• Manage incoming/outgoing and internal mail for assignments.
• Schedule client meetings and document signings; prepare related documents.
• Maintain filing of correspondence and documents in iManage.
• Assist attorneys with client billings and calendar management.
• Communicate with clients and professional associates on behalf of attorneys.
• Open new matters and close files per firm procedures.
• Provide overflow coverage within practice groups as needed.
• Arrange travel and reservations for attorneys.
• Perform general administrative and reception duties.

Skills

Interpersonal skills

Written communication

Verbal communication

Organizational skills

Attention to detail

Teamwork

Education

High school diploma or equivalent

Some college preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Electronic document management software

Job description

Roetzel & Andress LPA seeks a full-time Legal Assistant in Naples, FL, with 2–3 years of trust and estate planning experience. The role involves managing daily administrative tasks, calendar maintenance, and client communications, with a hybrid-remote schedule available.

Strong organizational, communication, and computer skills are essential. The successful candidate will support supervising attorneys, coordinate client meetings, and assist with billing and document management in a law firm with