Legal Assistant (Trusts & Estates)

LHH

Tampa (FL)

On-site

USD 40,000 - 52,000

Full time

14 days+

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Job summary

A legal services company is seeking a highly motivated Legal Assistant to support attorneys in the Trusts & Estates team. This full-time position requires a minimum of 3 years' experience in Trusts & Estates or as an Executive Assistant. Key responsibilities include managing schedules, proofreading documents, and assisting with billing. Candidates should have strong communication skills, proficiency in Microsoft Office tools, and a professional demeanor, with attention to detail being crucial for success in this fast-paced environment.

Qualifications

  • Minimum 3 years of Trusts & Estates experience or 3 years as an Executive Assistant.
  • Experience with document management and time entry systems is a plus.
  • Billing experience preferred, including electronic billing.
  • Strong grammar, spelling, and communication skills.
  • Excellent attention to detail, organization, and adaptability.
  • Professional appearance and client-focused demeanor.

Responsibilities

  • Manage attorneys’ schedules and anticipate needs.
  • Create, edit, and proofread documents.
  • Maintain calendars for appointments and meetings.
  • Process reimbursements and expense reports.
  • Assist with monthly client billing.
  • Open new matters and conduct conflict checks.
  • Maintain confidentiality of firm and client information.

Skills

Proficiency in Microsoft Word
Proficiency in Excel
Proficiency in Outlook
Proficiency in PowerPoint
Strong grammar and communication skills
Organizational ability
Attention to detail
Multitasking ability
Professional demeanor

Education

BA/BS degree

Tools

Document management systems
Time entry systems

Job description

LHH is seeking a highly motivated Legal Assistant to join our clients Trusts & Estates team. This position involves working with high‑end clientele, so professionalism and polish—both in person and over the phone—are essential. You will provide critical support to attorneys in all aspects of estate planning and administration, ensuring accuracy and efficiency in a fast‑paced environment.

Key Responsibilities
  • Proactively manage attorneys’ day‑to‑day schedules and anticipate needs.
  • Create, edit, and proofread documents for accuracy.
  • Maintain calendars for appointments, meetings, and travel.
  • Process reimbursements, expense reports, and check requests.
  • Input, review, and edit time entries; assist with monthly client billing.
  • Open new matters, conduct conflict checks, and maintain work files.
  • Prepare files for off‑site storage and maintain confidentiality of all firm and client information.
Qualifications
  • Preferred: Minimum 3 years of Trusts & Estates experience OR 3 years as an Executive Assistant/Secretary in a professional setting.
  • Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
  • Experience with document management and time entry systems a plus.
  • Strong grammar, spelling, and communication skills.
  • Exceptional attention to detail, organizational ability, and flexibility.
  • Ability to multitask and adapt to changing priorities.
  • Professional appearance and client‑focused demeanor.
  • Billing experience preferred (including electronic billing).
  • BA/BS degree preferred but not required.
Seniority level

Not Applicable

Employment type

Full‑time

Job function

Legal

Industries

Legal Services

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