Legal Assistant - Insurance Trust Administration (INTA)

Full-Time | Entry to Mid-Level Position | On-Site Ellis Law Group, P.L. is a premier South Florida private wealth law firm focused exclusively on estate planning, trust and estate administration, probate, and fiduciary matters for high-net-worth and ultra-high-net-worth individuals, families, and family offices. Since 1999, we have built a reputation for technical excellence, collaborative teamwork, and genuinely personal client service. We are seeking an experienced Legal Assistant to join our Insurance Trust Administration (INTA) department to join our growing team in Boca Raton. This position is ideal for a motivated individual who enjoys working with clients, managing details, and keeping files organized. The successful candidate will provide administrative and legal support to our Trust & Estates department while also assisting with accounting functions, including Accounts Receivable (A/R) and Accounts Payable (A/P) . Key Responsibilities Monitor Irrevocable Life Insurance Trust (ILIT) premium notices and policy deadlines. Coordinate with insurance professionals regarding policy administration. Track annual Crummey withdrawal notices and related correspondence. Prepare correspondence to clients, insurance companies, trustees, and related parties regarding policy information and premium funding requests. Assist with gathering information for IRS filings and fiduciary accountings. Maintain trust files, legal records, and document management systems. Deposit funds into trust accounts for insurance premium payments. Provide tax documentation to clients and CPAs. Conduct basic legal and insurance-related research. Coordinate document execution and schedule client meetings. Serve as a point of contact for clients by answering routine administrative questions. Perform general administrative duties, including answering phones, scanning, copying, and file management. Accounting Support In addition to legal assistant duties, this position will assist the accounting and operations team with: Assisting with Accounts Payable (A/P) , including invoice processing, vendor statements, and payment requests. Assisting with Accounts Receivable (A/R) by posting client payments, tracking outstanding balances, and following up on unpaid invoices as directed. Processing deposits and maintaining supporting documentation. Assisting with expense tracking and reconciliation. Supporting month-end accounting projects and maintaining accurate financial records. Qualifications Education: Bachelor’s degree, Associate degree or certification in Paralegal Studies, Legal Assisting or related field. Experience: 2-5 years of relevant experience in trusts and estates, wealth management, or an insurance/law firm. Strong attention to detail, confidentiality, and excellent organizational skills are essential. Familiarity with life insurance products and trust administration procedures is preferred. Proficiency with Microsoft Office and case management software (Clio experience a plus) Ability to work both independently and collaboratively in a fast-paced, high-volume practice. Excellent communication skills for interacting with clients, beneficiaries, attorneys, courts, and third-party professionals in a clear and professional manner. Familiarity with life insurance products and trust administration procedures is preferred. Experience with Accounts Payable and/or Accounts Receivable is strongly preferred. Why Join Ellis Law Group? Work with a respected boutique trust and estates practice Collaborative and professional work culture Competitive salary with full benefits package, including: Retirement Plan Health Insurance Beautiful office environment in Boca Raton Leadership committed to training and long-term professional development Opportunities for continuing legal education and career growth 401(k) Health insurance Life insurance Paid time off Vision insurance We offer a collegial, professional environment focused on complex and rewarding work with sophisticated clients. Our team values precision, integrity, and outstanding client service. To learn more about our firm, visit #J-18808-Ljbffr Ellis Law Group, P.L.