Legal Assistant

The Phoenix Group; Naples (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Legal Assistant to join their prestigious law firm. This exciting role involves drafting legal documents, organizing files, and facilitating communication among clients and attorneys. The ideal candidate will have a strong background in probate and trust administration, excellent organizational skills, and proficiency in Microsoft Office. Join a team that values collaboration and attention to detail, and contribute to meaningful work in the legal field. This opportunity offers a supportive environment where your skills will be appreciated and developed.

Benefits

401(k)

Medical, Dental, Vision and Life Insurance

Flexible Spending Accounts

Employee Assistance Program

Paid Time Off

9 Paid Holidays

2 Paid Floating Holidays

Referral Bonus Program

Qualifications

• 3+ years of experience as a Legal Assistant in probate and estate matters.
• Strong proficiency in Microsoft Office and excellent communication skills.

Responsibilities

• Draft pleadings and maintain files for estate and guardianship administration.
• Facilitate communication between attorneys, clients, and beneficiaries.

Skills

Organizational Skills

Communication Skills

Legal Research

Multitasking

Attention to Detail

Education

High School Diploma or GED

Degree in Business Administration

Tools

Microsoft Office

Excel

Outlook

Job description

2 days ago Be among the first 25 applicants

This range is provided by The Phoenix Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $90,000.00/yr

Position Overview

Our client, a prestigious law firm, is seeking a Legal Assistant to join their team!

Key Responsibilities:

1. Draft pleadings to initiate estate and guardianship court proceedings.
2. Maintain and organize files for estate, trust, and guardianship administration.
3. Review estate planning documents, wills, and trusts.
4. Prepare trust administration documents, including trustee acceptances, resignations, and declinations.
5. Compile trust and estate accounting reports.
6. Draft memorandums and correspondence.
7. Facilitate communication between attorneys, clients, beneficiaries, and family members.
8. Oversee trust and estate accounts, ensuring timely payment of expenses.
9. Research asset and debt details related to trusts and estates.
10. Prepare documents for deeds, vehicle transfers, brokerage accounts, and beneficiary distributions.
11. Organize documents for estate, trust, and gift tax returns.
12. Assist in the preparation of tax returns.
13. Conduct legal research for estate and guardianship matters.
14. Identify and locate trust or estate beneficiaries as needed.

Qualifications:

1. High school diploma or GED required; a degree in Business Administration is preferred.
2. At least three (3) years of experience as a Legal Assistant.
3. Expertise in probate, trust administration, and estate settlement processes.
4. Proficiency in Microsoft Office, including Excel and Outlook.
5. Strong organizational skills with keen attention to detail.
6. Excellent verbal and written communication abilities.
7. Ability to prioritize, multitask, and manage time efficiently.
8. A collaborative team player with a positive, cooperative attitude.

Benefits:

1. 401(k)
2. Medical, Dental, Vision and Life Insurance.
3. Flexible Spending Accounts.
4. Employee Assistance Program.
5. Paid Time Off.
6. 9 Paid Holidays and 2 Paid Floating Holidays.
7. Referral Bonus Program.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Job Details:

Seniority level: Entry level

Employment type: Full-time

Job function: Legal and Administrative

Industries: Law Practice, Legal Services, and Trusts and Estates