Legal Assistant - Trust & Estates

Quarles & Brady LLP; Naples (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Supportive environment

Mentoring and training

Competitive pay and benefits

Job summary

Quarles & Brady LLP is seeking a Legal Assistant to support our Trust & Estates practice in our Naples office. This is a 100% on-site position.

You will work with a team of estate planning lawyers, draft and finalize documents, manage client communications, and maintain calendars and files with a high degree of discretion and confidentiality. Strong organizational and communication skills are essential.

Qualifications

• 1-2 years legal secretarial experience in the trust and estates field preferred.
• Ability to work in a collegial manner with a number of team members, provide extensive administrative assistance to assigned legal staff while also serving as a positive role model for others.
• Exceptional technical skills required, as well as strong organizational, communication and client service skills.
• Working knowledge of MS Word, particularly with Styles, Outlook, and electronic document management systems (experience with FileSite a plus).
• Excellent time management, prioritizing skills, and ability to adjust to a changing work flow.
• Must be detail oriented, with excellent proofreading, grammar and spelling skills, as well as the ability to multi-task and interface with clients professionally and effectively.
• Position requires high level of discretion and ability to maintain confidentiality.

Responsibilities

• Works with a team of estate planning lawyers and other staff to ensure documents such as wills, trusts, and powers of attorney are modified and finalized for execution by clients.
• Drafting cover letters, composing and distributing documents and correspondence on a discretionary basis to respond to client inquiries or to obtain information.
• Performing client work as directed by assigned attorney(s) organizing and coordinating, on an independent basis, administrative and other resources to ensure timely project completion.
• Drafting, transcribing, typing, formatting, proofreading and/or finalizing legal documents, from dictation, handwriting or existing documents as directed by assigned attorney(s).
• Working with merge documents at the direction of the attorneys; mailing/emailing documents to clients; maintaining updated contact lists.
• Maintaining electronic and paper files of legal documents.
• Screening, taking and relaying accurate telephone messages and responding, as appropriate, when the matter does not require the attention of the assigned attorney(s).
• Maintaining calendars of assigned attorney(s) and organizing meetings, for clients to make modifications/substitutions and/or sign final documents.
• Serve as witness and/or notary when documents are signed. May include occasional signings outside of office.
• Binding documents and preparing documents for the clients.

Skills

Legal secretarial exp

Time management

Attention to detail

Communication skills

Client service

MS Word

Tools

Outlook

FileSite

Job description

Quarles & Brady LLP does not discriminate in hiring or employment on the basis of age, race, color, religion, creed, national origin, sex, marital status, arrest or conviction record, sexual orientation, gender identity/expression, ancestry or against qualified handicapped persons or qualified disabled veterans or veterans of the Vietnam era, or any other protected category, as required by law. No question on this application is intended to secure information to be used for such discrimination.https://www.quarles.com/

Position(s) I am Applying for

Legal Assistant - Trust & Estates

Office Locations: Naples

We are seeking a Legal Assistant to support our Trust & Estates position in our Naples office. This is a 100% on-site position.

Grow Your Career at Quarles

At Quarles, your goals matter. We foster a collaborative, inclusive culture where your voice is heard and your growth is supported. Join a team that values creativity, flexibility, and shared success.

What We Offer:

• Supportive, adaptable work environment
• Career development through mentoring and training – Professional growth opportunities
• Competitive pay and comprehensive benefits

Be part of a firm where great people achieve great things—together.

Key Responsibilities:

• This position works with a team of estate planning lawyers and other staff to ensure documents such as wills, trusts, and powers of attorney are modified and finalized for execution by clients.
• Duties include, but are not limited to, drafting cover letters, composing and distributing documents and correspondence on a discretionary basis to respond to client inquiries or to obtain information.
• Performing client work as directed by assigned attorney(s) organizing and coordinating, on an independent basis, administrative and other resources to ensure timely project completion.
• Drafting, transcribing, typing, formatting, proofreading and/or finalizing legal documents, from dictation, handwriting or existing documents as directed by assigned attorney(s).
• Working with merge documents at the direction of the attorneys; mailing/emailing documents to clients; maintaining updated contact lists.
• Maintaining electronic and paper files of legal documents.
• Screening, taking and relaying accurate telephone messages and responding, as appropriate, when the matter does not require the attention of the assigned attorney(s).
• Maintaining calendars of assigned attorney(s) and organizing meetings, for clients to make modifications/substitutions and/or sign final documents.
• Serve as witness and/or notary when documents are signed. May include occasional signings outside of office.
• Binding documents and preparing documents for the clients.

Qualifications:

• 1-2 years legal secretarial experience in the trust and estates field preferred.
• Ability to work in a collegial manner with a number of team members, provide extensive administrative assistance to assigned legal staff while also serving as a positive role model for others.
• Exceptional technical skills required, as well as strong organizational, communication and client service skills.
• Working knowledge of MS Word, particularly with Styles, Outlook, and electronic document management systems (experience with FileSite a plus).
• Excellent time management, prioritizing skills, and ability to adjust to a changing work flow.
• Must be detail oriented, with excellent proofreading, grammar and spelling skills, as well as the ability to multi-task and interface with clients professionally and effectively.
• Position requires high level of discretion and ability to maintain confidentiality.

Quarles is an equal opportunity employer.

If you have any questions or require additional information regarding this position, please contact: