Estate & Trust Legal Assistant — Hybrid/Remote

Roetzel-; Naples (FL); Ibrido; USD 52.000 - 66.000; Tempo pieno

Descrizione del lavoro

Roetzel & Andress LPA seeks a full-time Legal Assistant with 2-3 years of trust and estate planning experience in Naples, Florida. The role supports attorneys with administrative tasks, document preparation, and client communications in a collaborative team environment.

The position offers a hybrid-remote schedule and requires confidentiality, strong organization, and proficiency with MS Word, Excel, Outlook and iManage. A Florida Notary Public designation is preferred.

Competenze

• High school graduate or equivalent with 2-3 years of legal assistant experience.
• Some college preferred.
• Florida Notary Public designation is preferred.
• Strong interpersonal, written, and verbal communication skills.

Mansioni

• Transcribe/type all correspondence, produce letters, documents, legal forms, and internal administrative forms as directed.
• Manage incoming, outgoing, and internal mail for assignments.
• Schedule client meetings and document signings and prepare related documents.
• Maintain filing of correspondence and documents in iManage for all matters assigned to supervising attorneys.
• Assist assigned attorneys with client billings and timekeeping as directed.
• Maintain updated professional schedules and calendars for assigned attorneys.
• Communicate with clients and professional associates on behalf of assigned attorneys as directed.
• Process disbursement records related to client billings per procedures.
• Open new matters and close files per Firm procedures.
• Provide overflow support within the practice group or other groups as available.
• Travel arrangements for assigned attorneys as needed.
• General administrative and reception duties as assigned.

Conoscenze

Communication

Organizational skills

MS Word

MS Excel

MS Outlook

iManage

Notary Public

Formazione

High school diploma or equivalent

Some college

Strumenti

Westlaw/Practice management tools

Descrizione del lavoro

Roetzel & Andress LPA seeks a full-time Legal Assistant with 2-3 years of trust and estate planning experience in Naples, Florida. The role supports attorneys with administrative tasks, document preparation, and client communications in a collaborative team environment.

The position offers a hybrid-remote schedule and requires confidentiality, strong organization, and proficiency with MS Word, Excel, Outlook and iManage. A Florida Notary Public designation is preferred.