LEGAL ASSISTANT WITH TRUST AND ESTATES EXPERIENCE, STELLAR
Overview
Providing support to attorneys and paralgals
The work is complex and so requires knowledge and experience of trusts and estates
Knowledge of procedures and filing requirements of the courts and government agencies,
A successful Legal Assistant will perform administrative and client-specific work in a manner that supports the Firm's objective of distinguishing itself through exceptional service.
Responsibilities:
- Independently perform full range of administrative support for attorneys and other support staff
- Responsible for managing client communication, including phone calls and emails to schedule appointments bhe avay tilability of all parties involved. and coordinating with the attorney and staff.
- Schedule and arrange client document execution meetings including service as a witness and/or Notary Public, ensure appropriate attendee availability, prepare documents, and confirm original documents properly executed and documents are handled in accordance with department protocols
- Remind attorneys and staff of deadlines for each case,
- Type, edit, format and proofread a variety of moderate to complex documents and assist with assembly of documents in preparation of client documents for execution or electronic filing with courts and agencies.
- File management and organization (both digital and paper).
- Basic Lexis and internet research, as needed.
- Work with other timekeepers and legal assistants when required to complete assignments and meet deadlines
- Work collaboratively with internal departments, as needed.
Qualifications/Requirements:
- Minimum two to four years of Trusts and Estates legal administrative experience strongly preferred
- Experience in handling a wide range of administrative tasks
- Experience making travel arrangements
- Ability to effectively manage conflicting priorities
- Excellent verbal, written, organization, analytical and interpersonal skills
- Ability to produce accurate draft documents from a variety of rough sources that are handwritten or 'pieced' together or from oral instructions
- Experience with procedures of courts and regulatory agencies for Florida Courts.
- Ability to work independently, with minimum supervision while also contributing to a team
- Demonstrate a high degree of professionalism, confidentiality, discretion, and decorum
- Good understanding of basic business relationships and client confidentiality principles
- Proficient in the use of Microsoft Office (Word, Outlook, Excel and PowerPoint), FileSite/iManage (or similar virtual workspace software), InTapp, CMS, PDF scanning, HotDocs, Kofax PDF, Change-Pro, Metadact, Innova, Chrome River, Preview Biller, Internet searches, Rendezvous, Electronic Court Filing Systems, and ability to learn and use advanced software applications
- Become familiar with firm information resources
- Notary Public in state of residence (or willingness and ability to become notary in short order)
Please forward your resume along with your salary requirments to Sherry Z at SherryZ@TopLawJobs.com