Trust & Estate Legal Administrative Assistant

A national law firm is seeking a Legal Administrative Assistant to support the Estate Planning & Trusts team in their 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.

The ideal candidate will have at least 3 to 5 years Trust and Estates legal experience. Microsoft Office Suite (Outlook, Excel, and Word), the ability to learn and utilize technology, experience in a document management system, billing software system and strong diligence when reviewing documents is a must. Your knowledge base includes familiarity with all the following: scheduling, probate process and rules, use of probate forms, etc.; federal estate tax returns and gift tax returns; local court rules and procedures; and Wealth Transfer Planning Software