Trusts, Estates, and Private Wealth Legal Assistant/Paralegal

Bush Ross P A•Tampa, FL

27d

About The Position

The Company Bush Ross is a full service large local law firm located on Tampa’s picturesque Riverwalk. We were founded on the principle that clients want caring, insightful, and ethical problem solvers. We are committed to providing a “client-first” culture that emphasizes the care and concern for clients, as well as our employees. The Position We are currently growing our Trusts, Estate, and Private Wealth Practice Group and are looking for a Legal Assistant/Paralegal to support 4 attorneys. The ideal candidate will have experience as a legal assistant or paralegal in a trusts and estates practice group, or transferrable skills gained from a different profession with a willingness to learn (i.e., legal assistant/paralegal in a different practice area, perhaps with a transactional focus). Why Bush Ross? We foster a modern, business-professional environment where employees are valued and supported. In addition to competitive compensation, we are proud to offer our employees: Comprehensive benefits packages Generous paid time-off 401k plan with profit sharing Free parking Bush Ross is an EEO employer.

Requirements

Prior trusts and estates legal assistant or paralegal experience, or transferrable skills with a willingness to learn
Excellent written and verbal communication skills are required
Must be a self-starter, professional, team player with a pleasant demeanor
Ability to work in a fast-paced environment, adapt quickly to changing priorities
Proficient in MS Word, Excel, Power Point, Outlook, Adobe Acrobat Pro, and public record searches
Familiarity with WorkShare, electronic filings with governmental entities and document management systems.
Ability to work overtime

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