Legal Assistant - Boca 0311

Greenspoon Marder LLP; Boca Raton (FL); On-site; USD 50,000 - 68,000; Full time

Benefits offered by this job

Health insurance

HSA contributions

Dental and vision insurance

Flexible Spending Accounts

Life Insurance

Long-Term Disability

Employee Assistance Program

Holidays

Paid time off

401(k) matching

Job summary

Greenspoon Marder LLP in Boca Raton is seeking a Legal Assistant to support the Trust and Estates practice. This role emphasizes managing information, client interactions, and facilitating efficient legal service delivery in a fast-paced environment.

Candidates should have a minimum of three years as a legal assistant at a law firm, with Trust and Estates experience. Responsibilities include client intake, scheduling, document preparation, file management, and billing support.

Qualifications

• Minimum of three years of legal assistant experience at a law firm.
• Trust and Estates experience is required.
• Comfort with client intake, scheduling, and high-volume environments.

Responsibilities

• Provide legal administrative support to Trust and Estate attorneys and paralegals.
• Take client calls and screen potential clients.
• Handle client intake, file openings, engagement documents, and related tasks.
• Schedule meetings, videoconferences, and conference calls.
• Manage attorneys' contacts, schedule, and calendar.
• Maintain confidentiality of client information.
• Draft correspondence and send documents to clients.
• Attend estate planning signings when necessary.
• Sort and distribute prebills monthly.
• Assist with AR collection and follow-up reminders.

Skills

Legal assistant experience

Trust & Estates experience

Organizational skills

Attention to detail

Proactive attitude

Tools

MS Teams

Microsoft Word

Microsoft Excel

iManage

Job description

Legal Assistant needed in our Boca Raton office! The Legal Assistant plays a crucial role in supporting the Trust and Estates practice group and boosting attorney efficiency by managing information and aiding in the delivery of legal services, including client interactions. This position demands a proactive attitude to ensure tasks are completed on time, exceptional organizational skills, keen attention to detail, and the ability to excel in a high-volume, fast-paced environment. Minimum of three years of legal assistant experience having worked at a law firm. Trust and Estates experience is required.

Duties And Responsibilities

• Provide legal administrative support to Trust and Estate attorneys and paralegals.
• Take client calls, connecting all incoming calls, including initial screening for potential clients.
• Responsible for all aspects of client intake including collection of all pertinent information, file opening, engagement documents, etc.
• Schedule and coordinate meetings including videoconferences, and conference calls.
• Manage attorneys’ contacts, schedule, and calendar.
• Find and retrieve information from files.
• Assist with follow up on AR collection. Sends out reminder statements.
• Assist attorneys and paralegals in preparation for meetings.
• Maintain confidentiality of client information.
• Manage information through various firm databases, including but not limited to MS Teams, Word, Excel, iManage, and other platforms.
• Draft correspondence and send completed documents to client when necessary.
• Attend estate planning signings for clients when necessary.
• Sort and distribute prebills monthly
• Other duties as assigned

We have great benefits, most of which are effective on your first day:

• Heavily subsidized health insurance premiums
• Our health plan includes Firm paid HSA contributions ranging from $600 and $1,200 annually
• Firm pays 100% of employee only premium for dental and vision insurance and provides inexpensive options for dependents.
• Tax advantaged account options like Flexible Spending Accounts and Dependent Care Accounts
• Life Insurance, paid by the Firm
• Long-Term Disability Insurance, paid by the Firm
• Employee Assistance Program (EAP)
• 11 paid holidays (in 2026)
• Generous PTO for full-time employees
• Traditional and Roth 401(k) options from day one. Eligible for discretionary Firm matching contribution.

Greenspoon Marder is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

All inquiries will be kept confidential.