Legal Secretary

Ledbetter Cowan Law Group; Venice (FL); On-site; USD 40,000 - 50,000; Full time

Job summary

Ledbetter Cowan Law Group is seeking an LPMP Systems Administrator to enhance client engagement within their Lifetime Peace of Mind Program. The role involves maintaining client files, preparing legal documents, coordinating appointments, and ensuring exceptional service delivery. Candidates must be organized, proactive, and possess strong communication skills. Join a team-focused environment and contribute to a rewarding client experience.

Qualifications

• Professional, outgoing demeanor for client interaction.
• Strong organization skills.
• Proactive, team-oriented mindset.
• Willingness to learn new systems.

Responsibilities

• Organizing and maintaining digital and physical client files.
• Preparing estate planning documents and asset charts.
• Coordinating document signings and in-office appointments.
• Managing calendars and internal checklists.
• Updating client records and maintaining case progress.

Skills

Organization

Communication

Team-oriented mindset

Tech-savvy

Tools

PracticePanther

Job description

Are you a detail-oriented professional who thrives in a fast-paced, people-first environment? Ledbetter Cowan Law Group is hiring an LPMP Systems Administrator to join our Lifetime Peace of Mind Program (LPMP) team. This is not a back-office role — you’ll have regular interaction with clients, attorneys, and team members, playing a key part in delivering an exceptional client experience. If you're confident, dependable, and take pride in clear communication, smooth coordination, and staying organized while working directly with others — this could be the perfect opportunity for you. Send us your resume today to become part of the team! Responsibilities: What You’ll Be Doing: In this role, you’ll support both clients and our internal team by ensuring every detail of the LPMP process runs smoothly. You'll help prepare legal documents, coordinate appointments, follow up on client needs, and support the LPMP Client Care Coordinator in delivering timely, high-quality service. This is a hands-on position that requires initiative, follow-through, and regular client-facing communication. Key responsibilities include: • Organizing and maintaining digital and physical client files, including filing, scanning, and document management • Preparing estate planning documents, asset charts, and mailings with a high level of accuracy • Coordinating document signings and in-office appointments, including greeting and interacting with clients • Managing calendars and internal checklists to keep workflows moving • Updating client records and maintaining case progress in PracticePanther (training provided) • Assisting with quarterly update letters, client communications, and follow-up tasks Qualifications: • A professional, outgoing demeanor and the confidence to interact with clients in person and over the phone • Strong organization skills and a love for keeping things on track • A proactive, team-oriented mindset — you don’t wait to be told what to do • Tech-savvy or willing to learn (we’ll train you on our systems) • Prior experience in legal, administrative, or office coordination roles is a plus Compensation: $40,000 - $50,000 yearly

• What You’ll Be Doing:In this role, you’ll support both clients and our internal team by ensuring every detail of the LPMP process runs smoothly. You'll help prepare legal documents, coordinate appointments, follow up on client needs, and support the LPMP Client Care Coordinator in delivering timely, high-quality service. This is a hands-on position that requires initiative, follow-through, and regular client-facing communication.Key responsibilities include: • Organizing and maintaining digital and physical client files, including filing, scanning, and document management • Preparing estate planning documents, asset charts, and mailings with a high level of accuracy • Coordinating document signings and in-office appointments, including greeting and interacting with clients • Managing calendars and internal checklists to keep workflows moving • Updating client records and maintaining case progress in PracticePanther (training provided) • Assisting with quarterly update letters, client communications, and follow-up tasks

Compensation:
$40,000-$50,000 per year