Legal Assistant (Intake & Scheduling)

Dean-Mead; Vero Beach (FL); On-site; USD 38,000 - 50,000; Full time

Job summary

Dean Mead, a full-service Florida Business law firm, seeks a full-time Legal Intake & Scheduling Assistant to support our Estate Planning practice in the Vero Beach office. The role entails coordinating attorney schedules, client intake, and preparing legal documents with meticulous attention to detail.

You will provide administrative support to attorneys, maintain client files, and handle confidential information in a fast-paced environment.

Qualifications

• Prior experience supporting multiple attorneys in a law firm environment.
• Proficiency with Microsoft Office (Word, Outlook, Excel) and PDF editing software.
• Florida Notary Public commission is a plus.
• Experience using document management or legal practice management software is advantageous.
• Strong keyboarding and document formatting skills.
• Ability to prioritize competing deadlines with minimal supervision.
• Excellent verbal and written communication skills.
• Exceptional attention to detail and organizational skills.

Responsibilities

• Provide administrative support to attorneys and legal professionals.
• Coordinate attorney schedules, consultations, meetings, and client communications.
• Conduct client intake interviews and gather information to facilitate attorney consultations.
• Prepare, format, proofread, and revise correspondence, legal documents, and other client materials.
• Assemble, organize, print, and prepare client files and closing/signing packets for meetings and document executions.
• Maintain accurate electronic and physical client files using the firm's document management systems and established procedures.
• Handle sensitive client and firm information with the highest level of professionalism and confidentiality.
• Assist with additional administrative, reception, and office support projects as assigned.

Skills

MS Office suite

PDF editing

Communication skills

Attention to detail

Organizational skills

Law firm experience

Tools

Document management software

Legal practice management software

Job description

Description

Legal Assistant (Intake & Scheduling)

Dean Mead, a full-service Florida Business law firm, is seeking a full-time Legal Intake & Scheduling Assistant to work in our Estate Planning practice. Join a collaborative legal team where professionalism, exceptional client service, and attention to detail are valued. This position provides administrative and operational support to attorneys and legal staff while helping ensure the smooth day-to-day operation of the office. The ideal candidate enjoys a fast-paced environment, takes initiative, and is committed to delivering outstanding service to both clients and colleagues. This is a full-time, on-site position based in our Vero Beach, Florida office.

Primary Responsibilities:

• Provide administrative support to attorneys and legal professionals.
• Coordinate attorney schedules, consultations, meetings, and client communications.
• Conduct client intake interviews and gather information to facilitate attorney consultations.
• Prepare, format, proofread, and revise correspondence, legal documents, and other client materials.
• Assemble, organize, print, and prepare client files and closing/signing packets for meetings and document executions.
• Maintain accurate electronic and physical client files using the firm's document management systems and established procedures.
• Handle sensitive client and firm information with the highest level of professionalism and confidentiality.
• Assist with additional administrative, reception, and office support projects as assigned.

Qualifications:

• Prior experience supporting multiple attorneys in a law firm environment strongly preferred.
• Proficiency with Microsoft Office applications, including Word, Outlook, and Excel, along with PDF editing software required.
• Florida Notary Public commission is a plus.
• Experience using document management or legal practice management software is advantageous.
• Strong keyboarding and document formatting skills.
• Ability to prioritize competing deadlines with minimal supervision.
• Excellent verbal and written communication skills.
• Exceptional attention to detail and organizational skills.