Trusts, Estates, and Private Wealth Legal Assistant (Entry Level)

Bush Ross PA•Tampa, FL

3d•Onsite

About The Position

We are currently growing our Trusts, Estate, and Private Wealth Practice Group! This is a great opportunity for an entry-level candidate to begin a career in the legal field and join a growing Trusts, Estates, and Private Wealth team and gain exposure to fiduciary matters, family businesses, succession planning, and private wealth administration. This role provides hands-on experience supporting attorneys who guide families through multi-generational planning, asset stewardship, and complex estate structures, offering an excellent foundation for a career in private wealth law. This is a full-time, non-exempt, on-site position, Monday through Friday.

Requirements

Minimum of 1 year of experience in a professional office environment
Excellent written and verbal communication skills
Must be a self-starter, professional, team player with a pleasant demeanor
Ability to work in a fast-paced environment and adapt quickly to changing priorities
Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously
Familiarity with MS Word, Excel, and Outlook
Ability to work overtime if needed

Responsibilities

Organizing, tracking, and maintaining original documents and electronic files in PerfectLaw
Running conflict checks and assisting with matter intake procedures
Scheduling meetings, deadlines, and maintaining attorney calendars
Tracking deadlines and the status of tasks and documents requiring action by clients/prospective clients
Assisting with management of multiple projects and milestone tracking.
Uploading and downloading client and case-related documents through online portals
Administrative operations such as trust deposits, check requests, expense reimbursements
Remitting Bush Ross bills to clients for payment and follow-up
Compiling closing binders and legal documents for transmission to clients