Legal Assistant - Trusts and Estates

Job Description

Job Description

Position: Legal Assistant – Trust and Estates

Location: Fort Lauderdale, FL (Hybrid)

Salary: $80K – $85K + Paid OT

Prestigious Fort Lauderdale Law Firm seeks a Trust and Estates Legal Assistant to join their Team!

Responsibilities

• Experience handling all aspects of administrative support needed to assist attorneys in estate planning matters and the administration of estates and trusts.
• Working knowledge of the rules of procedure governing estate and trust administrations as they relate to this role.
• Using various court filing systems, must have experience filing pleadings in the state in accordance with the related court requirements.
• Experience working in a mid to large-sized firm and collaborating with various firm-wide departments in the handling of multiple responsibilities, including case opening, conflicts check, billing, training, records, etc.
• Experience tracking firm, attorney, and client expenses and using an application software to process reimbursements and payments.
• Knowledge and ability to participate in the client billing process, including assisting attorneys in entering narratives, tracking billable tasks, making edits, calendaring billing due dates, and delivering bills to clients in electronic and paper forms.
• Schedule state court hearings in accordance with court requirements.
• Understand court requirements to calculate deadlines and ensure the attorney and team meet them.
• Handling incoming and outgoing mail and other correspondence.
• Answering, screening, directing, and placing telephone calls and emails.

Qualifications

• Must have at least five years of law firm experience
• Experience working with multiple attorneys is required.
• Ability to work efficiently and effectively under pressure and time constraints.
• Strong attention to detail, initiative, and follow-through required.
• Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information.
• Working knowledge of Microsoft Office, including extensive knowledge of Outlook, Word, Excel, and experience working with law firm software required.
• Organizational skills are essential in maintaining case files and ensuring all documentation is readily available to attorneys.
• Knowledge of iManage, SmartTime, Aderant, Wealth Counsel, Estate Works, and Hot Docs are a plus.