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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

Address

West Palm Beach, FL
USA

Industry

Legal

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