Naples - Trust & Estate Legal Assistant

Roetzel & Andress•Naples, FL

12d•Hybrid

About The Position

Roetzel & Andress LPA is seeking a full-time Legal Assistant in Naples, Florida, with 2–3 years of trust and estate planning experience. The role provides day-to-day administrative and clerical support to attorneys and a paralegal, as well as backup support to legal assistants within the practice group. The successful candidate will be motivated and proactive, with strong communication, organizational, and computer skills. A hybrid-remote schedule is available in a team environment. The Legal Assistant handles correspondence and document preparation, mail, client meeting and signing arrangements, matter filing in iManage, billing support, attorney calendars, client communications, matter openings and file closures, travel arrangements, and general office and reception duties. The role also includes supporting legal assistant work overflow and other duties related to attorneys’ firm and professional activities. Candidates must maintain confidentiality, accuracy, professionalism, and flexibility while managing multiple projects and deadlines. A background check is required as a condition of employment. Compensation is described as competitive, and the firm offers benefits.

Requirements

High school graduate or equivalent.
2–3 years of legal assistant experience; the position specifies trust and estate planning experience.
Maintain a high level of confidentiality and perform duties accurately and on time.
Strong interpersonal, written, and verbal communication skills when interacting with clients and employees.
Initiative, strong organizational skills, and attention to detail in a demanding environment.
Ability to work with all levels of staff in a team environment.
Proficiency with Microsoft Word, Excel, Outlook, and electronic document management software.
Ability to plan, organize, and prioritize work and time.
Ability to work under pressure, meet time-sensitive deadlines, and remain flexible.
Service-oriented attitude and professionalism when dealing with internal and external individuals.
Strong proofreading skills and attention to detail.
Ability to follow detailed instructions, take direction, prioritize assignments, and manage multiple projects and deadlines simultaneously.
Florida Notary Public.
Must pass a background check as a condition of employment.

Nice To Haves

Some college preferred.

Responsibilities

Provide administrative support to attorneys and a paralegal, and backup support to legal assistants in the practice group.
Transcribe and type correspondence and prepare letters, documents, legal forms, and internal administrative forms as directed.
Handle incoming, outgoing, and internal mail for assigned matters.
Schedule client meetings and document signings and prepare related documents.
Maintain correspondence and document files in iManage for matters assigned to supervising attorneys.
Assist assigned attorneys with client billings as directed.
Maintain assigned attorneys’ professional schedules and calendars.
Communicate with clients and professional associates on behalf of assigned attorneys, as directed.
Complete and process miscellaneous disbursement charge records related to client billings in accordance with established procedures.
Open new matters and close files as directed and in accordance with firm procedures.
Provide legal assistant overflow and coverage within the practice group or other groups when requested and available.
Perform additional legal assistant duties related to assigned attorneys’ firm administrative duties, committees, and community or professional associations and organizations.
Make travel arrangements and reservations for assigned attorneys.
Perform general administrative office and reception duties as assigned.