Legal Word Processor – Trusts & Estates (Naples)

Clayton Legal; Naples (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

25 days PTO

Competitive benefits package

Office-based in Naples

Job summary

Clayton Legal seeks an experienced Word Processor to support trusts and estates matters in Naples, FL. The role involves producing and formatting wills and estate documents, organizing client binders, and assisting attorneys and secretaries in a fast-paced office.

The ideal candidate has 2+ years in a Word Processor or document production role, strong MS Office and Adobe skills, and keen attention to detail. Office-based, 40 hours/week with overtime as needed.

Qualifications

• High school diploma or GED required.
• A degree in Business Administration or a related discipline is preferred.
• 2+ years' experience in a Word Processor or document production role.
• Strong proficiency in Microsoft Word, Excel, Outlook, Visio and PowerPoint, together with Adobe.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organisational ability.
• The ability to prioritise workload, multitask and manage competing deadlines effectively.
• A professional, collaborative and team-focused approach.
• Previous experience within a legal or professional services environment is advantageous.
• Flexibility to work overtime when requested by an attorney.

Responsibilities

• Provide backup support to Legal Secretaries as required.
• Prepare, format, revise and finalise wills, trusts, estate planning documents, correspondence and other legal documents.
• Create and organise client binders containing executed trust and estate documents.
• Manage and process email attachments accurately and appropriately.
• Undertake document formatting, scanning, photocopying and electronic filing.
• Prepare correspondence and documents for mailing and courier services, including Certified Mail, UPS and FedEx.
• Maintain desk files and ensure client documentation is filed accurately and promptly.
• Assist with client signing meetings and act as a witness when required.
• Provide occasional backup support to Reception.
• Work collaboratively with attorneys, administrative staff and wider office teams.
• Undertake additional responsibilities as delegated by attorneys or the Office Administrator.

Skills

Attention to detail

Multitasking

Communication

Team collaboration

Education

High school diploma or GED

Business Administration degree preferred

Tools

Microsoft Word

Excel

Outlook

Visio

PowerPoint

Adobe

Job description

Clayton Legal seeks an experienced Word Processor to support trusts and estates matters in Naples, FL. The role involves producing and formatting wills and estate documents, organizing client binders, and assisting attorneys and secretaries in a fast-paced office.

The ideal candidate has 2+ years in a Word Processor or document production role, strong MS Office and Adobe skills, and keen attention to detail. Office-based, 40 hours/week with overtime as needed.