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Bush Ross, P.A. · 1 month ago

Trusts, Estates, and Private Wealth Legal Assistant/Paralegal

Tampa, FL

Full-time

Onsite

Entry, Mid Level

Bush Ross, P.A. is a full service large local law firm located on Tampa’s picturesque Riverwalk. They are seeking a Legal Assistant/Paralegal to support 4 attorneys in their Trusts, Estate, and Private Wealth Practice Group, focusing on organizing documents, scheduling, and drafting legal documents.

Consulting

Responsibilities

Organizing, tracking, and maintaining original documents and electronic files in document management system

Scheduling meetings, deadlines, and maintaining attorney calendars

Administrative operations such as: trust deposits; check requests, expense reimbursement

Remit Bush Ross bills to client for payment/follow-up

File documents with the courts or other government entities

Electronic document management

Compile closing binders/legal documents for transmission to client

Performing initial assessment of project/matter deliverables and requirements

Working with the Attorney to develop appropriate estate/trust plan for clients

Drafting, proofing, and finalizing legal documents to include pleadings and estate plans

Composing correspondence/responses that deal with legal subject matter requiring considerable discretion and judgment

Track status of tasks and documents requiring action by client/prospective client

Contacting state and federal agencies

Performing records research, review, and analysis

Communicating and meeting with clients, as needed

Notarization of Documents

Qualification

TrustsEstates experienceDocument management systemsLegal document draftingMS Office proficiencyElectronic filingsCommunicationTeam playerSelf-starterFast-paced adaptability