Naples - Trust & Estate Legal Assistant

Roetzel & Andress; Naples (FL); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Excellent benefits

Job summary

Roetzel & Andress LPA seeks a full-time Legal Assistant in Naples, FL, with 2–3 years of trust and estate planning experience. The role involves managing daily administrative tasks, calendar maintenance, and client communications, with a hybrid-remote schedule available.

Strong organizational, communication, and computer skills are essential. The successful candidate will support supervising attorneys, coordinate client meetings, and assist with billing and document management in a law firm with

Qualifications

• High school diploma or equivalent; 2-3 years legal assistant experience preferred.
• Proficient with Microsoft Word, Excel, Outlook and document management software.
• Demonstrated ability to plan, organize, and prioritize work; high level of confidentiality.

Responsibilities

• Transcribe/type correspondence, letters, documents, and forms as directed.
• Manage incoming/outgoing and internal mail for assignments.
• Schedule client meetings and document signings; prepare related documents.
• Maintain filing of correspondence and documents in iManage.
• Assist attorneys with client billings and calendar management.
• Communicate with clients and professional associates on behalf of attorneys.
• Open new matters and close files per firm procedures.
• Provide overflow coverage within practice groups as needed.
• Arrange travel and reservations for attorneys.
• Perform general administrative and reception duties.

Skills

Interpersonal skills

Written communication

Verbal communication

Organizational skills

Attention to detail

Teamwork

Education

High school diploma or equivalent

Some college preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Electronic document management software

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