Hybrid-Remote Trust & Estate Legal Assistant

Roetzel & Andress; Florida; Hybrid; USD 42,000 - 60,000; Full time

Job summary

Roetzel & Andress LPA in Naples, Florida, seeks a full-time Legal Assistant with 2-3 years of trust and estate planning experience to support attorneys and paralegals. The role emphasizes administrative coordination, document management, client communications, and timely handling of filings.

The successful candidate will join a firm with offices in Ohio, Florida, and Chicago, offering a hybrid-remote schedule and competitive compensation with strong benefits.

Qualifications

• Strong interpersonal, written, and verbal communication skills.
• Initiative-taker with strong organizational skills and attention to detail.
• Proficient with Microsoft Word, Excel, Outlook electronic document management software.
• Florida Notary Public is preferred.

Responsibilities

• Transcribe/type correspondence and prepare letters, documents, and forms.
• Manage incoming/outgoing 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 calendars.
• Coordinate travel arrangements for assigned attorneys.
• Provide general administrative and reception duties as assigned.

Skills

Communication skills

Organizational skills

Microsoft Word

Microsoft Excel

Attention to detail

Education

High school diploma or equivalent

Some college preferred

Tools

iManage

Microsoft Outlook

Job description

Roetzel & Andress LPA in Naples, Florida, seeks a full-time Legal Assistant with 2-3 years of trust and estate planning experience to support attorneys and paralegals. The role emphasizes administrative coordination, document management, client communications, and timely handling of filings.

The successful candidate will join a firm with offices in Ohio, Florida, and Chicago, offering a hybrid-remote schedule and competitive compensation with strong benefits.