Trust and Estate Legal Administrative Assistant

Nelson Mullins Riley & Scarborough; Orlando (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Nelson Mullins Riley & Scarborough is seeking a Legal Administrative Assistant for their Orlando office to support the Estate Planning & Trusts team. The role requires 3 to 5 years of Trust and Estates legal experience and exceptional administrative support skills.

This position involves scheduling client meetings, running conflict checks, opening new client/matter engagements, and preparing documents. Strong knowledge of the probate process and experience with Microsoft Office Suite are essential.

The candidate will work closely with attorneys and participate actively within a team.

Qualifications

• 3 to 5 years Trust and Estates legal experience.
• Experience working with Trust and Estate legal professionals.
• Stellar administrative support skills.

Responsibilities

• Support the Estate Planning & Trusts team.
• Schedule meetings with clients and run conflict checks.
• Prepare enclosure letters and documents for signature.

Skills

Legal administrative support

Document management system

Microsoft Office Suite

Billing software

Knowledge of probate process

Job description

Nelson Mullins, an AmLaw 60 firm, is seeking a Legal Administrative Assistant to support the Estate Planning & Trusts team in our Orlando office. The Legal Administrative Assistant will have experience working with a team of Trust and Estate legal professionals by supplying exceptional legal and administrative support by anticipating needs and being an active team player.

The ideal candidate will have experience in a legal environment and stellar administrative support skills. You will be working directly with attorneys on a variety of tasks, including scheduling meetings with clients, running conflict checks, and opening new client/matter engagements. In addition, you will be preparing enclosure letters, preparing packages to the Internal Revenue Service, recording deeds, preparing documents for signature, filing pleadings using the Florida e-filing system and conforming original estate plan documents.

This role will handle running conflict checks, opening new client/matter engagements, and setting up billing requirements for clients. Prior work in document editing, formatting, engaging regulatory agencies and aiding with transactional services is preferred.

The ideal candidate will have at least 3 to 5 years Trust and Estates legal experience. Microsoft Office Suite (Outlook, Excel, and Word), the ability to learn and utilize technology, experience in a document management system, billing software system and strong diligence when reviewing documents is a must. Your knowledge base includes familiarity with all the following scheduling, probate process and rules, use of probate forms, etc.; federal estate tax returns and gift tax returns; local court rules and procedures; and Wealth Transfer Planning Software.

With more than 1,000 attorneys, policy advisors, e-discovery professionals, and other business professionals across offices in California, Colorado, the District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New York, Pennsylvania, Tennessee, Texas, West Virginia, and throughout North Carolina and South Carolina, Nelson Mullins has strong roots in the business community and an appreciation for new directions in the business world.