Naples - Trust & Estate Legal Assistant
Roetzel & Andress
Legal Assistant OpportunityRoetzel & Andress LPA is seeking a full-time Legal Assistant with 2-3 years of trust and estate planning experience in Naples, Florida. The Legal Assistant will be responsible for managing day-to-day administrative and clerical needs of the practice.Primary Responsibilities:Provides administrative support to the attorneys and paralegal and backup support to legal assistants in their specific practice group's needs and requirements.Transcribe/type all correspondence, produce letters, documents, legal forms, internal administrative forms as directed.Responsible for incoming, outgoing, and internal mail for assignments.Responsible for scheduling client meetings and document signings and preparation of related documents required.Maintain filing of correspondence and documents in iManage for all matters assigned to supervising attorneys.Assist assigned attorneys with client billings, as directed.Maintain updated professional schedule and calendars of assigned attorneys.Manage appropriate communications with clients and professional associates on behalf of assigned attorneys, and as directed.Complete and process miscellaneous disbursement charge records pertaining to client billings in accordance with established procedures.Open new matters and close files, as directed and in accordance with Firm procedures.Assist with legal assistant overflow and cover within practice group or other groups when requested, and as available.Perform additional legal assistant duties requested by involvement of assigned attorney in any Firm administrative duties, Firm committees and community or professional associations and organizations.Make required travel and reservations for assigned attorneys.General administrative office and reception duties, as assigned.Primary Requirements:High school graduate or equivalency, with 2-3 years legal assistant experience. Some college preferred.Must be able to maintain a high-level of confidentiality and perform the duties above in a timely and accurate manner.Strong interpersonal, written, and verbal communication skills while interacting with clients and employees.Initiative-taker with strong organizational skills and attention to detail while functioning in a demanding environment.Ability to work with all levels of staff in a team environment.Proficient with Microsoft Word, Excel, Outlook electronic document management software.Demonstrated ability to plan, organize, and prioritize work and time.Demonstrated ability to work under pressure, meet time-sensitive deadlines, and maintain flexibility is required.Maintain a service attitude, approach, and professionalism in dealing with internal and external individuals.Detail-oriented, and excellent proof-reading skills required.Ability to follow detailed instructions, take direction, prioritize assignments and manage multiple projects and deadlines simultaneously.Florida Notary PublicThe candidate must also pass a background check as a condition for employment.Competitive compensation and excellent benefits. Roetzel & Andress is an Equal Opportunity Employer.Roetzel & Andress maintains a policy of non-discrimination and inclusion with respect to all employees and applicants for employment. All decisions as to employment with the Firm are governed solely on the basis of merit, competence, and qualifications, and are not influenced or informed in any manner by the employee's or applicant's race, color, religion, sex, age, national origin, ancestry, disability, marital or parental status, sexual orientation, gender identity, military status, veteran status, or any other basis prohibited by statute.Roetzel & Andress LPA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
- ...Roetzel & Andress LPA seeks a full-time Legal Assistant in Naples, FL, with 2–3 years of trust and estate planning experience. The role involves managing daily administrative tasks, calendar maintenance, and client communications, with a hybrid-remote schedule available...SuggestedFull timeRemote work
$75k - $85k
A well‑established Naples, Florida law firm is seeking an experienced Trusts & Estates Legal Assistant to support attorneys handling estate planning, probate, and trust administration matters. This opportunity is ideal for a detail‑oriented and highly organized legal assistant...SuggestedWork at office- ...of a client for an experienced Paralegal to join their estate and trust administration team in Naples, FL. This full‑time, onsite role focuses on Florida... ...inventories, schedules, and accountings; draft probate pleadings and fiduciary documents; assist #J-18808-LjbffrSuggestedFull time
- ...LHH Naples, FL law firm seeks an experienced Trusts & Estates Legal Assistant to support attorneys handling estate planning, probate, and trust administration matters in a fast-paced environment. The role emphasizes client service, meticulous document preparation, and...Suggested
- ...experienced Paralegal to join their estate and trust administration team in Naples. This is a full-time, onsite role... ...documents for review and e-filing Assist in preparing estate, gift, and fiduciary... ...between attorneys and families Use legal and tax software platforms to...SuggestedFull timeWork at office
- ...Trusts & Estates Paralegal Cephas Consultancy Services Private Limited Naples, Florida, United States About this position (On-site... ...review and electronic filing. Assist with estate, gift, and... ...families and serve as liaison with legal teams. Use legal and tax...Full timeWork at office
$70k - $93k
ESTATE AND TRUST PARALEGAL Location: Naples, Florida (Onsite — NO REMOTE — NO HYBRID) Compensation: $70,000 - $93,000 per year About the Role: Our Client... ...and fiduciary documents for review and e-filing Assist in preparing estate, gift, and fiduciary income tax returns...Work at officeRemote work- ...Simpson Judge USA in Naples, Florida seeks a mid-to-senior Trusts & Estates Associate for a clear partnership-track position. You will advise high-net-worth individuals and families, draft sophisticated estate plans, and guide fiduciaries through trust administration...
$140k - $195k
...Build your practice across sophisticated estate planning, trust and estate administration, business... ...encouraged to grow their practices. Location: Naples, FL. This is an on-site opportunity... ...planning, and related matters. Assist with sophisticated estate planning involving...Permanent employmentWork at office- ...Trusts, Estates, and Wealth Preservation Associate AttorneyDirect Counsel is seeking a Trusts, Estates, and Wealth Preservation Associate... ...experience to join a highly regarded full-service law firm in Naples, Florida. This is an opportunity to work in a sophisticated,...
- ...nationally recognized Private Client practice in Naples, Florida is seeking a talented mid-to-senior Trusts & Estates Associate for a clear partnership-trackposition.... ...fiduciary accountants. Specialized Planning: Assist with business succession strategies, corporate restructuring...Private practiceWork at officeLocal area
$70k - $85k
...experienced Paralegal to join its estate and trust administration team in Naples, Florida. This full-time, onsite opportunity... ...for review and e-filing - Assist with Form 706, Form 709 and Form 10... ...attorneys and families - Use legal and tax software to streamline filings...Full timeWork at officeRemote work- ...Job Description Job Description High experience attorney, over 3 years experience. Probate pleadings, federal estate tax returns, trust and/or estate accountings and funding calculations. Competitive salaries, bonus and great benefits to employees including paid...
- ...LHH Recruitment Solutions is partnering with a well-established Naples law firm to hire a Legal Administrative Assistant for Corporate and Trusts & Estates practice. The role emphasizes managing calendars, documents, and client communications in a fast-paced environment...
- ...Goede, DeBoest & Cross, PLLC in Naples, FL seeks a Banking & Finance Paralegal/Legal Assistant to support our attorneys in a collaborative, growth-minded firm. The role focuses on document preparation and clear client communication to keep matters moving smoothly. You...
$150k - $200k
Overview Trust & Estates Associate needed for a well known firm with over 100 years in business... ...Associate to join our client's robust legal team. The ideal candidate will be a seasoned... ...Flexible Spending Account Employee Assistance Program Parental Leave Paid Time Off...Flexible hours- ...partnering with an established law firm in Naples, FL that is looking to add an experienced Legal Administrative Assistant to its team. This position will support attorneys... ...legal professionals within Corporate and Trusts & Estates and is ideal for someone who enjoys being...Work at officeMonday to Friday
$58k - $70k
...Real Estate Broker – Downtown Naples & Marco Island Naples & Marco Island, FL | Full-Time | Monday–Friday... ...(2 days), becoming a familiar, trusted resource to associates in both locations... ...or qualifying broker, and higher-risk legal, regulatory, disciplinary, and brokerage...Full timeContract workWork at officeLocal areaWork from homeMonday to Friday2 days per week3 days per weekWeekday work- ...About the Firm Our growing Naples-based civil litigation practice is seeking a motivated Litigation Associate to join our dynamic team... ...practice, mediations, and trial preparation. Conduct exhaustive legal research and draft persuasive memoranda, motions, and briefs. Represent...Local areaRemote work
- ...NACBA in Naples, FL seeks a motivated Litigation Associate to join our civil litigation team in Collier County. The attorney will manage active caseloads across pleadings, discovery, depositions, motions, mediations, and trial preparation, with emphasis on rigorous analysis...Local areaRemote work
- ...Gunster seeks a full-time Legal Administrative Assistant in its Naples office to support attorneys in both litigation and real estate matters. The ideal candidate will have experience managing complex civil litigation cases in state and federal courts, as well as familiarity...Full timeWork at office
- ...family law, juvenile law, and estate planning, consistently achieving top-tier rankings in the legal industry. We pride ourselves on... ...support attorney strategy and assist in preparing for trials,... ...planning documents, such as wills, trusts, and health care directives, tailored...
- ...efficient workflowCollect, examine, and organize evidence and other legal documents for attorney review and case preparationDraft and... ...and contractsResearch regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal adviceManage...Full timeLocal area
- ...Morgan & Morgan, P.A. seeks a detail-oriented Administrative Assistant to support an Attorney and Litigation Paralegal in Naples, FL. This on-site role offers exposure to a busy personal injury practice and opportunities to contribute to case management processes. Responsibilities...
- ...your words and actions.You are open to feedback and always strive to learn and grow. You see the value in radical candor and gain the trust and support of others by being direct and truthful.Why us you ask!Health benefits401(K) Plan with company matchIncentives...Part timeSeasonal workNight shift
- ...Prime Group in Naples, FL is seeking a friendly Leasing Consultant to welcome prospects, conduct property tours, and close leases for our multifamily community. The role focuses on delivering outstanding customer service, marketing the community, handling leases, and...Part timeWeekend workDay shift
$20 per hour
...Job Details Job Location: Naples, FL 34119 Position Type: Part Time Education Level... ...Job Shift: Day Job Category: Real Estate Love real estate, people, and the thrill... ...Leasing Consultant is responsible for assisting prospective and current residents with leasing...Hourly payPart timeLocal areaShift workWeekend work- ...Wicker Smith is seeking an experienced Attorney to join their Naples Office focusing on Construction litigation. This role offers opportunities to handle complex cases in a collaborative environment, with responsibilities including managing litigation aspects, conducting...Work at office
- ...focused individual with a passion for real estate and providing exceptional service? If so,... ...as a Leasing Consultant at our Legacy Naples location in Naples, FL. GCI Residential,... ...via phone, email, and in-person visits. Assist prospective residents with completing applications...Flexible hoursWeekend workAfternoon shift
- ...The Dolben Company is seeking a Leasing Consultant to join our Naples, FL team. You will respond to inquiries, interview prospective residents, conduct site tours, and prepare lease paperwork while maintaining a high-energy, customer-focused environment. Ideal candidates...Weekend work
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