Trust and Estate Legal Administrative Assistant

Nelson Mullins Riley & Scarborough, LLP • Orlando, FL

1d • Onsite

About The Position

Nelson Mullins, an AmLaw 60 firm, is seeking a Legal Administrative Assistant to support the Estate Planning & Trusts team in our Orlando office. The Legal Administrative Assistant will have experience working with a team of Trust and Estate legal professionals by supplying exceptional legal and administrative support by anticipating needs and being an active team player. The ideal candidate will have experience in a legal environment and stellar administrative support skills. You will be working directly with attorneys on a variety of tasks, including scheduling meetings with clients, running conflict checks, and opening new client/matter engagements. In addition, you will be preparing enclosure letters, preparing packages to the Internal Revenue Service, recording deeds, preparing documents for signature, filing pleadings using the Florida e-filing system and conforming original estate plan documents. This role will handle running conflict checks, opening new client/matter engagements, and setting up billing requirements for clients. Prior work in document editing, formatting, engaging regulatory agencies and aiding with transactional services is preferred.

Requirements

• At least 3 to 5 years Trust and Estates legal experience
• Microsoft Office Suite (Outlook, Excel, and Word)
• Ability to learn and utilize technology
• Experience in a document management system
• Experience in a billing software system
• Strong diligence when reviewing documents
• Familiarity with scheduling
• Familiarity with probate process and rules
• Familiarity with use of probate forms
• Familiarity with federal estate tax returns and gift tax returns
• Familiarity with local court rules and procedures
• Familiarity with Wealth Transfer Planning Software

Nice To Haves

• Prior work in document editing
• Prior work in document formatting
• Prior work engaging regulatory agencies
• Prior work aiding with transactional services

Responsibilities

• Scheduling meetings with clients
• Running conflict checks
• Opening new client/matter engagements
• Setting up billing requirements for clients
• Preparing enclosure letters
• Preparing packages to the Internal Revenue Service
• Recording deeds
• Preparing documents for signature
• Filing pleadings using the Florida e-filing system
• Conforming original estate plan documents

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed