Naples - Trust & Estate Legal Assistant

Roetzel-; Naples (FL); Hybrid; USD 52,000 - 66,000; Full time

Job summary

Roetzel & Andress LPA seeks a full-time Legal Assistant with 2-3 years of trust and estate planning experience in Naples, Florida. The role supports attorneys with administrative tasks, document preparation, and client communications in a collaborative team environment.

The position offers a hybrid-remote schedule and requires confidentiality, strong organization, and proficiency with MS Word, Excel, Outlook and iManage. A Florida Notary Public designation is preferred.

Qualifications

• High school graduate or equivalent with 2-3 years of legal assistant experience.
• Some college preferred.
• Florida Notary Public designation is preferred.
• Strong interpersonal, written, and verbal communication skills.

Responsibilities

• Transcribe/type all correspondence, produce letters, documents, legal forms, and internal administrative forms as directed.
• Manage incoming, outgoing, and internal mail for assignments.
• Schedule client meetings and document signings and prepare related documents.
• Maintain filing of correspondence and documents in iManage for all matters assigned to supervising attorneys.
• Assist assigned attorneys with client billings and timekeeping as directed.
• Maintain updated professional schedules and calendars for assigned attorneys.
• Communicate with clients and professional associates on behalf of assigned attorneys as directed.
• Process disbursement records related to client billings per procedures.
• Open new matters and close files per Firm procedures.
• Provide overflow support within the practice group or other groups as available.
• Travel arrangements for assigned attorneys as needed.
• General administrative and reception duties as assigned.

Skills

Communication

Organizational skills

MS Word

MS Excel

MS Outlook

iManage

Notary Public

Education

High school diploma or equivalent

Some college

Tools

Westlaw/Practice management tools

Job description

Roetzel & Andress LPA is seeking a full-time Legal Assistant with 2-3 years of trust and estate planning experience in Naples, Florida. Roetzel is a full-service law firm with offices located throughout Ohio, Florida, and Chicago. The firm provides comprehensive legal services to national and international corporations, closely held and family-run businesses, institutions, organizations, and individuals.

The Legal Assistant will be responsible for managing day-to-day administrative and clerical needs of the practice.The ideal candidate is an initiative-taker, highly motivated, with strong communication, organizational and computer skills. This is an excellent opportunity with a hybrid-remote schedule available in a team environment.

Primary Responsibilities

• Transcribe/type all correspondence, produce letters, documents, legal forms, internal administrative forms as directed.
• Responsible for incoming, outgoing, and internal mail for assignments.
• Responsible for scheduling client meetings and document signings and preparation of related documents required.
• Maintain filing of correspondence and documents in iManage for all matters assigned to supervising attorneys.
• Assist assigned attorneys with client billings, as directed.
• Maintain updated professional schedule and calendars of assigned attorneys.
• Manage appropriate communications with clients and professional associates on behalf of assigned attorneys, and as directed.
• Complete and process miscellaneous disbursement charge records pertaining to client billings in accordance with established procedures.
• Open new matters and close files, as directed and in accordance with Firm procedures.
• Assist with legal assistant overflow and cover within practice group or other groups when requested, and as available.
• Perform additional legal assistant duties requested by involvement of assigned attorney in any Firm administrative duties, Firm committees and community or professional associations and organizations.
• Make required travel and reservations for assigned attorneys.
• General administrative office and reception duties, as assigned.

Primary Requirements

• High school graduate or equivalency, with 2-3 years legal assistant experience. Some college preferred.
• Must be able to maintain a high-levelof confidentiality and perform the duties above in a timely and accurate manner.
• Strong interpersonal, written, and verbal communication skills while interacting with clients and employees.
• Initiative-taker with strong organizational skills and attention to detail to while functioning in a demanding environment.
• Ability to work with all levels of staff in a team environment.
• Proficient with Microsoft Word, Excel, Outlook electronic document management software.
• Demonstrated ability to plan, organize, and prioritize work and time.
• Demonstrated ability to work under pressure,meet time-sensitive deadlines, and maintain flexibility, is required.
• Maintain a service attitude, approach, and professionalism in dealing with internal and external individuals.
• Detail-oriented, and excellent proof-reading skills required.
• Ability to follow detailed instructions, take direction, prioritize assignments and manage multiple projects and deadlines simultaneously.
• Florida Notary Public

The candidate must also pass a background check as a condition for employment.

Competitive compensation and excellent benefits.

Roetzel & Andress is an Equal Opportunity Employer.

Roetzel & Andress maintains a policy of non-discrimination and inclusion with respect to all employees and applicants for employment. All decisions as to employment with the Firm are governed solely on the basis of merit, competence, and qualifications, and are not influenced or informed in any manner by the employee’s or applicant’s race, color, religion, sex, age, national origin, ancestry, disability, marital or parental status, sexual orientation, gender identity, military status, veteran status or any other basis prohibited by statute.

Roetzel & Andress LPA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

https://www.ralaw.com/careers#e-verify