Estates & Trusts Legal Assistant — In-Office Role

Dentons Cohen & Grigsby; Naples (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Dentons Cohen & Grigsby P.C. in Naples, FL seeks a meticulous Legal Assistant to support the Estates & Trusts Practice Group and its clients in an in-office role.

You will handle daily administrative tasks, coordinate meetings, manage calendars, assist with billing, and prepare a variety of documents, including wills and trusts. The ideal candidate has at least 3 years of Trusts & Estates experience, a Florida Notary Public license or willingness to obtain one, and proficiency with MS Office

Qualifications

• High School Diploma or equivalent; undergraduate degree preferred.
• Minimum of 3 years of Trusts & Estates experience in a law firm.
• Licensed Florida Notary Public or willing to become one.
• Strong proficiency in MS Office 365 and related software.
• Typing speed 60–65 wpm with high accuracy.
• Excellent admin, drafting, proofreading, and organizational skills.
• Ability to handle confidential information.

Responsibilities

• Provide administrative support to Estates & Trusts Practice Group and clients.
• Coordinate meetings, videoconferences, equipment, catering, presentation materials, visitors, and rooms/offices.
• Manage the practice groups, contact, calendars, and conference calls.
• Process and manage expenses, update time-keeping system, and prompt attorneys as necessary.
• Enter time for timekeepers and print reports as requested.
• Work with Accounting in all aspects of the billing cycle; review client billing for accuracy and edits.
• Process the intake of new clients, run conflict checks, create engagement/retainer letters, and client files.
• Prepare and ensure availability of agendas, presentations, and meeting notes.
• Revise, format, and finalize a wide variety of documents including wills and trusts.
• Proofread all documents and correspondence for accuracy.
• Monitor deadlines and schedules for the practice.
• Maintain paper and electronic files per firm policies and document management system.
• Assist in business development initiatives and committee projects as needed.
• Assist other legal assistants to meet firm and client needs.

Skills

MS Office 365

Touch typing

Time management

Attention to detail

Communication

Problem-solving

Discretion/confidentiality

Education

High School Diploma or equivalent

Undergraduate degree preferred

Florida Notary Public license

Tools

iManage

Adobe

Zoom

Videoconferencing tools

Job description

Dentons Cohen & Grigsby P.C. in Naples, FL seeks a meticulous Legal Assistant to support the Estates & Trusts Practice Group and its clients in an in-office role.

You will handle daily administrative tasks, coordinate meetings, manage calendars, assist with billing, and prepare a variety of documents, including wills and trusts. The ideal candidate has at least 3 years of Trusts & Estates experience, a Florida Notary Public license or willingness to obtain one, and proficiency with MS Office