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Filing Assistant Jobs (NOW HIRING)

Sames Motor Company Inc

SERVICE CLERK

Harlingen, TX · On-site

$12.50 - $14.50/hr

Verify that service paperwork is complete before scanning or filing * Assist in maintaining warranty documentation and service records for audit purposes * Retrieve documents when requested by ...

LRSolutions

Trusts & Estates Paralegal

Naples, FL

Draft probate pleadings and fiduciary documents for review and e-filing * Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041) * Coordinate deadlines ...

JobFormance

Trusts & Estates Paralegal

Naples, FL

Draft probate pleadings and fiduciary documents for review and e-filing * Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041) * Coordinate deadlines ...

AtWork

Records Clerk

Tyler, TX · On-site

$16 - $17/hr

Verify accuracy and completeness of documents before filing. * Assist with data entry and record updates in internal systems. * Maintain confidentiality of sensitive information. * Respond to ...

JobFormance

Trusts & Estates Paralegal

Naples, FL

Draft probate pleadings and fiduciary documents for review and e-filing * Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041) * Coordinate deadlines ...

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Filing Assistant information

What are the key skills and qualifications needed to thrive as a filing assistant, and why are they important?

To thrive as a Filing Assistant, you need excellent organizational skills, attention to detail, and basic literacy, often supported by a high school diploma or equivalent. Familiarity with office equipment, filing systems (both physical and digital), and basic computer programs like Microsoft Office is typically required. Strong time management, reliability, and effective communication help you excel in maintaining orderly records and supporting team efficiency. These skills are crucial for ensuring accurate documentation, quick retrieval of information, and smooth administrative operations.

What is a filing assistant?

Filing Assistants are administrative professionals responsible for organizing, maintaining, and retrieving paper and electronic files within an office or organization. They ensure that documents are properly labeled, stored, and easily accessible to authorized personnel. Filing Assistants may also be tasked with scanning documents, updating filing systems, and handling confidential information. Their role is essential in supporting efficient office operations and ensuring that important records are well-managed.

What are some common challenges filing assistants face, and how can they effectively manage them?

Filing Assistants often encounter challenges such as maintaining accuracy while handling large volumes of documents, organizing files for quick retrieval, and keeping up with both digital and paper filing systems. To manage these challenges, it’s important to develop strong attention to detail, use standardized naming conventions, and regularly audit files for completeness and order. Utilizing digital tools and collaborating closely with team members also helps streamline processes and ensures that records remain accurate and accessible.
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Filing Assistant jobs near you
Infographic showing various Filing Assistant job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Trusts & Estates Paralegal

Genie Matthews and Associates

Naples, FL

Full-time

Re-posted 10 days ago

Job description

Paralegal Position Available

We're recruiting on behalf of a client seeking an experienced Paralegal to join their estate and trust administration team in Naples. This is a full-time, onsite role supporting high-net-worth estate matters, with a focus on Florida probate, trust settlement, and related federal transfer tax filings.

What You'll Do:

  • Manage estate and trust administration from asset collection to final distributions
  • Prepare inventories, schedules, and accountings using data from multiple sources
  • Draft probate pleadings and fiduciary documents for review and e-filing
  • Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041)
  • Coordinate deadlines, monitor case schedules, and support attorneys proactively
  • Maintain clear client communication and act as liaison between attorneys and families
  • Use legal and tax software platforms to streamline filings and documentation
  • Edit and proofread all work for accuracy and compliance with Florida and federal law

    • What You Bring:

    • Background in Florida estate and trust administration (at least 5 years)
    • Strong understanding of probate, trust, and tax processes, including federal transfer taxes
    • Experience with Florida e-filing systems and probate software
    • Paralegal certificate or formal legal training; 4-year degree preferred
    • Familiarity with Microsoft Office and estate/trust software platforms
    • Exceptional writing, organization, and client service skills

Apply