Estate Planning Legal Secretary - Private Client, Florida
Clayton Legal
Clayton Legal in Florida is seeking an experienced Legal Secretary for the Private Client team. This full-time role involves comprehensive administrative support to attorneys, drafting estate planning documents, and managing client communications. The ideal candidate has previous legal secretarial experience and is proficient in Microsoft Office Suite. Joining a respected firm offers competitive salary and benefits, along with opportunities for career development and training on firm-specific systems. #J-18808-Ljbffr Clayton Legal
- ...Legal Secretary - Private Client / Estate Planning Location: Florida Job Type: Full-Time Salary: Competitive, dependent on experience A well-established and highly regarded law firm is seeking an experienced Legal Secretary to join its Private Client team. This is an...Private clientFull timeWork at office
- ...experienced Tax, Trusts & Estates Associate to join their team in the Town of Florida, New York. This role... ...working with high-net-worth clients on estate planning, tax strategy, and private client advisory work. The... ...and be skilled in drafting legal documents, advising...Private client
- ...Overview A law firm seeks a Real Estate and Estate Planning Associate in Palm Beach, FL. This... ...estate transactions for high-net-worth clients, focusing on private client and estate planning matters... .... Requirements Admission to the Florida Bar. 4‑6 years of experience in...Private client
$55k - $75k
Grimaldi Law Firm seeks an energetic Florida Paralegal/Legal Assistant to join their team in Hollywood, FL. This in-office role requires multitasking... ...certification and experience in Florida Probate and Estate Planning. The position offers a competitive salary range of $55,00...SuggestedWork at office- ...seeking an experienced Tax, Trusts & Estates Associate to join its growing team.... ...and ultra‑high‑net‑worth estate planning, tax strategy, and private client advisory work—paired with top‑of‑market... ...estate settlement matters Conduct legal research and prepare tax analyses...Private client
- ...Flexible Hours) Emora Health | Florida | 100% Remote | 1099... ...focus on what matters most: your clients. We offer a "simple-first" approach... ...sessions, and treatment planning via a unified digital dashboard... ...Optional) Transition your existing private clients to our platform for...Private clientBi-weekly payFor contractorsInternshipImmediate startRemote workFlexible hours
- Financial Recruiters International in New York is seeking a Legal Secretary/Junior Office Administrator. Responsibilities include providing administrative support for attorneys, handling client communications, and preparing various legal documents. The ideal candidate should...Work at office
- Rise Up Legal | Attorneys-at-Law specializes in guiding... ...through comprehensive estate planning, from basic Wills and... ...solutions like Private Family Foundations. The... ...provides expertise in Florida Probate and Trust Administration, assisting clients in managing and distributing...Local area
- ...boutique law firm focuses on Estate Planning, Probate, Guardianship, and Trust... ...Administration throughout Florida. We are looking for a... ...pleadings and related filings Manage client communication and maintain organized case files Conduct legal research using LexisNexis and...
- BCG Attorney Search is seeking a Real Estate and Estate Planning Associate located in Town of Florida, New York. This mid-level attorney position involves engaging with high-net-worth clients on complex real estate transactions and estate planning matters. The ideal candidate...
- ...Manager or Director in Fort Lauderdale, Florida. This role involves managing complex tax... ...individuals and firms, providing strategic planning, and ensuring compliance on federal and state... ...returns. The ideal candidate has strong client service skills, over 7 years of public...Private clientFlexible hours
- ...to identify an experienced Legal Secretary & Junior Office Administrator... ...office management, focusing on a client-centered, professional... ...in a sophisticated Trusts & Estates practice, coordinate client... ...logistics, and help prepare estate planning documents and #J-18808-...Work at office
- ...Tampa Bay area law firm providing legal counsel in Real Estate, Probate, Business and Estate Planning Services. With offices in... ...‑positioned to serve a diverse client base and a wide range of legal... ...Spanish is a bonus. Must have a Florida Notary certificate or the ability...Full timeWork from home
- ...Sarasota, Naples, and Tallahassee, Florida | Hybrid or In-Office We are... ...national firms, seeking Trusts & Estates Attorneys (2-12 years) to join their growing private wealth/ trusts & estates... ...families on sophisticated estate planning and wealth transfer strategies,...Private practiceWork at office
- Rise Up Legal | Attorneys-at-Law in Jacksonville Beach... ...seeking a Trusts and Estates Paralegal. This on-site... ...maintaining communication with clients. The ideal candidate will have proficiency in Florida Probate Law, strong... ...knowledge of estate planning. Familiarity with Clio...
$75k - $100k
Estate Planning Paralegal - Boutique Trusts & Estates Law Firm - Collaborative... ...who enjoys meaningful client interaction, high‑quality estate... ...documents, correspondence, and other legal documentation as needed.... ...multiple matters at once. Florida trusts and estates experience...Local area$55k - $75k
...looking for an energetic and experienced Florida Paralegal/Legal Assistant to join our team. Our main... ...entrepreneurial paperless Probate, Estate Planning, and Real Estate Law firm on track... ...multitasking human to support our team and help clients. We want to be known for holding...Work at office- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate... ...returns, and provide strategic tax planning and advisory services. This is an... ...tax returns for individuals, trusts, estates, and closely held businesses....Private clientFull timeWork at officeLocal area
- ...let you focus on what matters most: your clients. We offer a "simple-first" approach to... ...intakes, therapy sessions, and treatment planning via a unified digital dashboard. Manage... ...disorders. (Optional) Transition your existing private clients to our platform for an improved...Private clientBi-weekly payFor contractorsInternshipRemote workFlexible hours
- JPMorganChase is seeking a Private Client Advisor in Town of Florida to provide comprehensive financial planning and advice to clients. You will champion client success and deliver personalized investment solutions while fostering a culture of diversity. The ideal candidate...Private client
- A leading financial services firm seeks a Private Client Advisor in the Town of Florida, New York. This role involves offering financial planning and investment solutions to a diverse range of clients. Candidates should have at least 2 years of relevant experience and must...Private client
- First Horizon Bank is seeking a Private Client Relationship Manager to provide depository, treasury management, and lending solutions to... ...various business lines, and ensuring comprehensive financial planning. The ideal candidate will have at least ten years of experience...Private client
- Overview Mid-Level Real Estate Associate | South Florida (In-Office) Location: South Florida (Boca Raton... ...Highlights Represent regional and national clients across a range of commercial real... ...estate, corporate, healthcare, and private client services Ideal Candidate JD...Private clientWork at office
- ...Hollywood, FL, with four in-office days per week. Who We Are: Teach Florida supports Jewish day schools across Florida through advocacy,... ..., and informational resources. Event Support Assist with planning and execution of meetings, events, and community programs. Coordinate...Full timeWork at officeFlexible hours
- Director of Estate Management & Renovations | Jupiter, Florida Company Overview Tongue & Groove Property Services is a... ...preventative property care, and seamless client experiences for high-net-worth... ..., and subcontractor coordination plans, alongside a Project Coordinator....For subcontractorWork at office
$130k - $200k
...Puzo Law is a boutique South Florida firm focused primarily on family law, with a growing estate planning practice. We are seeking a seasoned... ...professional standards, warm client service, and the opportunity... ...maintaining high-quality legal work, compassionate client experience...Work at officeLocal areaRemote work3 days per week- ...an enthusiasm for helping our clients, taking care of our employees... ...their financial needs. As a Private Client Advisor in Chase... ...offer comprehensive financial planning and advice to individuals and... ...Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase...Private client
$220k
...The hire will be responsible for tax compliance, consulting, planning, advisory, and high-level review. Looking for a proven leader,... ...good manager, exceptional communicator, and someone who provides clients with a high level of client service. Seniority Level Executive...Full time- ...and consulting solutions to public and private sector clients in the infrastructure, energy,... ...preparation of open space/habitat management plans, environmental resource assessments, listed... ...(WMD) US Fish and Wildlife (USFWS) Florida Fish and Wildlife Conservation...Private clientLocal areaNight shiftWeekend work
- ...position based out of our South Florida (Miami) office. The ideal... ...or environmental sciences or planning (or similar field) Botanical... ...diversified technical base. Our clients include local, county, and... ..., as well as a wide array of private clients. EOE Statement We are...Private clientFull timeLocal areaRemote workNight shift
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