Legal Assistant - Trust and Estates jobs in United States
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Addition Management ยท 1 week ago

Legal Assistant - Trust and Estates

Addition Management is a prestigious Fort Lauderdale law firm seeking a Trust and Estates Legal Assistant to join their team. The role involves providing administrative support to attorneys in estate planning matters and the administration of estates and trusts, along with various responsibilities related to court filings and client billing.

AccountingCareer PlanningHuman ResourcesRecruiting
Hiring Manager
Jennifer Eig (Agran)
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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

Qualification

Law firm experienceMicrosoft OfficeLaw firm softwareOrganizational skillsIManageSmartTimeAderantWealth CounselEstate WorksHot DocsEffective communicationAttention to detail

Required

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

Preferred

Knowledge of iManage, SmartTime, Aderant, Wealth Counsel, Estate Works, and Hot Docs are a plus

Benefits

Paid OT

Company

Addition Management

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Addition Management is an executive recruiting firm that provides job coaching and career counseling services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase