Amlaw ranked Large National Law Firm is seeking a Private Client Services/Estate Planning Legal Assistant in the Naples, Florida Office.
We are seeking a legal assistant with 2+ years of legal and/or office experience to provide administrative support to our team in the Naples office. All employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.
Duties and Responsibilities:
- Provides skilled, proactive administrative support to assigned attorneys and others, as needed.
- Maintains and processes case information, assisting with the preparation of legal documents, and managing the progression of cases to final disposition.
- Exhibits outstanding client service in greeting guests, scheduling meetings, and conducting telephone conferences.
- Works on cases with heavy client interaction.
- Assists attorneys with drafting and reviewing estate planning documents, including wills, trusts, powers of attorney, and advance directives.
- Assists with reviewing daily dockets and coordinating with attorneys and appropriate parties on upcoming dates and deadlines for calendar filings.
- Processes new client intake, maintains files within the firm’s electronic records management system.
- Prepares and assists with closing binders.
- Maintains calendar of events and setting reminders for deadlines for assigned attorney(s), scheduling appointments and coordinating travel.
- Prepares and reviews documents, letters and memoranda according to Firm standards using word processing software and document management systems.
- Processes requests for payment and reimbursements.
- Enters attorney billable hours into the firm billing program, prepares and organizes attorney expense claims, coordinates billing reports, and prepares and sends bills
- Creates, maintains and retires files in accordance with the firm’s Information Governance Policy.
- Attends virtual and in-person signings to witness and notarize documents.
- Responds to requests with a sense of urgency and effectively prioritizes work; ability to work independently and as part of a team.
- Proactively monitors deadlines.
- Processes requests for payment and reimbursements as well as time entries/billing.
- Assists in managing client contacts, emails, and printing documents as well as processing mail.
- Clearly communicates in a concise, professional manner.
Requirements:
- 2+ years’ experience with legal or office administrative work (experience with Trusts/Estates preferred).
- Some education beyond high school or other coursework related to the legal industry preferred.
- Strong attention to detail.
- Proficient command of the English language and standard grammar rules.
- Proficiency with Kofax/Nuance, InTapp, LMS+, iManage, or those software programs’ counterparts strongly preferred.
- Demonstrated proficiency with Microsoft Office programs and DocuSign.
Please email resume in Word format and salary requirements to Jaci Tarlowe, Jaci@TopLawJobs.com. Thank you!