Trusts & Estates Legal Assistant – Detail-Oriented Admin

Greenspoon Marder LLP; Boca Raton (FL); On-site; USD 50,000 - 68,000; Full time

Benefits offered by this job

Health insurance

HSA contributions

Dental and vision insurance

Flexible Spending Accounts

Life Insurance

Long-Term Disability

Employee Assistance Program

Holidays

Paid time off

401(k) matching

Job summary

Greenspoon Marder LLP in Boca Raton is seeking a Legal Assistant to support the Trust and Estates practice. This role emphasizes managing information, client interactions, and facilitating efficient legal service delivery in a fast-paced environment.

Candidates should have a minimum of three years as a legal assistant at a law firm, with Trust and Estates experience. Responsibilities include client intake, scheduling, document preparation, file management, and billing support.

Qualifications

• Minimum of three years of legal assistant experience at a law firm.
• Trust and Estates experience is required.
• Comfort with client intake, scheduling, and high-volume environments.

Responsibilities

• Provide legal administrative support to Trust and Estate attorneys and paralegals.
• Take client calls and screen potential clients.
• Handle client intake, file openings, engagement documents, and related tasks.
• Schedule meetings, videoconferences, and conference calls.
• Manage attorneys' contacts, schedule, and calendar.
• Maintain confidentiality of client information.
• Draft correspondence and send documents to clients.
• Attend estate planning signings when necessary.
• Sort and distribute prebills monthly.
• Assist with AR collection and follow-up reminders.

Skills

Legal assistant experience

Trust & Estates experience

Organizational skills

Attention to detail

Proactive attitude

Tools

MS Teams

Microsoft Word

Microsoft Excel

iManage

Job description

Greenspoon Marder LLP in Boca Raton is seeking a Legal Assistant to support the Trust and Estates practice. This role emphasizes managing information, client interactions, and facilitating efficient legal service delivery in a fast-paced environment.

Candidates should have a minimum of three years as a legal assistant at a law firm, with Trust and Estates experience. Responsibilities include client intake, scheduling, document preparation, file management, and billing support.