Legal Assistant (Estate Planning)

A full-service Florida Business law firm is seeking a full-time Estate Planning Legal Assistant to work on-site in the Naples office. Candidates should have a strong background supporting multiple attorneys in estate planning and probate practices. The ideal candidate is organized and detail-oriented, capable of managing multiple priorities, and able to work with limited supervision. The firm offers a professional environment with a competitive compensation and benefits program. Compensation commensurate with experience and market.

Duties and Responsibilities - Legal Assistant

Maintain paper and electronic files in compliance with firm policies utilizing the firm’s document management system.

Format and proofread correspondence, memos, and other legal documents from written and/or dictated attorney drafts.

Schedule and calendar client meetings, as well as monitor attorney calendars.

Submit billing entries, as well as expense reports.

Assist with the preparation of estate planning binders.

Other administrative duties, including general reception and office services, as assigned by attorneys and administrator.

Other Skills and Abilities:

Desire to work in a fast-paced environment.

Highly detail-oriented, with a proven ability to manage shifting priorities.

Excellent written communication and proof-reading skills.

Excellent verbal communication skills with clients and colleagues.

Education and Experience - Legal Assistant

Minimum of 3+ years Legal Assistant or Executive Assistant experience (Required), in an estate planning practice (Preferred).

Proficient in Microsoft Office Suite and PDF (Required).

Experience with document management and legal drafting software.

Florida Notary (Preferred).

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 25 pounds at times.

Work Location - Legal Assistant:

This position reports to work in-person at the Naples office.