Skip to Main Content

Trust & Estates Legal Assistant

JRG Partners
West Palm Beach, FL
  • Posted: 12 days ago
  • Full-Time
Job Description

We are seeking an experienced Trust & Estates Legal Assistant to join our West Palm Beach office. This position will provide administrative support to Private Wealth attorneys and paralegals with a high volume workload. The ideal candidate is an organized, detail-oriented administrative professional who possesses excellent oral and written communication skills and the ability to work independently in a fast-paced legal environment.

Responsibilities include but not limited to:

  • Preparing and drafting legal documents such as probate pleadings, documents for trust and estate administration matters, engagement letters, memos, new matter intake, etc.
  • Experience with e-filing and various court filing systems, including filing pleadings and recording documents with the courts.
  • Establishing and maintaining paper and electronic files in compliance with firm policies utilizing the firm's document management system.
  • Scheduling, calendaring, time entry, billing, and transcribing dictation.
  • Assist attorneys in all stages of case from inception to resolution.
  • Assists with the preparation of estate planning binders.
  • Other duties as assigned or needed.

Required Skills/Abilities:

  • Excellent verbal, written, and communication skills are needed to draft and proofread. Must have a demonstrated ability to interact with a diverse set of people in an open and friendly manner.
  • Knowledge of probate flow and the documents filed at various states of probate proceedings.
  • Knowledge of court procedures and understanding of basic legal terminology.
  • Must be highly organized and detail-oriented to handle high volume workload.
  • Strong attention to detail, initiative and follow-through required.
  • Ability to effectively balance assignments and workflow from multiple attorneys.
  • Ability to perform tasks utilizing legal software such as document management and time entry systems. Experience in PerfectLaw is a plus.
  • Proficiency with multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs).
  • Ability to maintain confidentiality.

Education and Experience:

  • High School Diploma or equivalent
  • Minimum 5+ years of experience in a legal environment or law firm

JRG Partners


West Palm Beach, FL



View all jobs at JRG Partners

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.