V105 - Legal Assistant | Estate Planning Legal Assistant
About The Position
This is an exciting opportunity for a highly organized and client focused Legal Assistant to support a well established estate planning and probate practice. In this role, you will be at the center of daily client interactions, ensuring that communication flows smoothly and that clients feel supported throughout sensitive legal processes. You will play an essential part in managing intake, scheduling, and ongoing client coordination while helping the firm maintain efficiency and consistency across operations. The ideal candidate is someone who is proactive, reliable, and confident working in a structured environment where follow-through and attention to detail are essential to success. This position offers the chance to work closely with a collaborative team and make a meaningful impact on client experience.
Requirements
- Location: Florida, EST
- Practice areas: Estate Planning, Guardianship, Probate
- Working hours: 08:30 a.m. to 05:30 p.m. - Monday through Friday
- Software tools Clio Grow and Clio Manage, GoTo (VoIP system)
- Strong client communication, client interaction sand interpersonal skills
- High attention to detail and accuracy in documentation
- Ability to follow processes and instructions consistently
- Strong organizational and time management skills
- Ability to build rapport with clients and maintain professional relationships
- Efficiency and follow-through in task execution
- Problem solving mindset with ability to work independently
- Adaptability in a fast paced legal environment
- Professional and courteous communication style
- Reliability and accountability in daily responsibilities
- Languages: English, Spanish
Responsibilities
- Maintain and update client records in Clio Grow and Clio Manage
- Support client intake and onboarding processes
- Contact existing clients regarding case updates
- Answer incoming phone calls and manage client inquiries
- Support daily administrative and client service tasks within the firm
- Ensure timely follow up and consistent client engagement
- Coordinate communication between clients and the legal team
- Assist in the preparation and sending of invoices
- Follow up with clients regarding invoices and trust related requests
- Book new client consultations and manage scheduling
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
