T&E Legal Admin Assistant (Naples)

Job Description

Job Description

Job Title : Legal Administrative Assistant - Corporate Trust & Estates Group

Scope of Responsibility : Responsible for providing attorney administrative assistance to maintain high standards of efficiency and professionalism with clients.

This position is specifically within the Corporate Trust & Estates Group.

Job Duties (including but not limited to) :

Participate in the cultivation of client relationships by becoming familiar with the case / matter, which provides better service to the client and aids assignments in better preparing for client meetings.

Maintain calendars for assignments, schedule meetings and appointments, and make travel arrangements as needed.

Open and distribute mail to assignments.

Create and edit correspondence, memoranda, etc.

Responsible for copying, faxing, and scanning documents in the appropriate format.

Prepare documents for mailing / delivery (i.e., U.S. mail, overnight delivery, UPS, courier).

Familiar with filing procedures (i.e., electronic filing) and appropriate documentation needed for various courts and entities.

Process paperwork to open new client files; create files in the Firm???s record management system; maintain current files and organize files before processing for off-site storage.

Enter daily timekeeping for assignments.

Edit monthly billing memoranda and create transmittal letters.

Prepare expense reports for assignments.

Maintain current address / telephone listing of clients for each assignment, ensuring they are properly entered into the Firms client relationship management system. May be responsible for preparing mailing lists / labels for Firm-sponsored seminars / events.

Maintain a current log of client / matter numbers for each assignment.

Take advantage of all training opportunities to keep current with the Firm???s software and procedures in order to maintain a high standard of efficiency.

Provide assistance to other legal administrative assistants as time permits.

Perform other duties as assigned, maintaining team effort to provide the best possible assistance to assignments and clients.

Minimum Requirements :

High school level education or equivalent office work experience.

Proficient with Microsoft Office suite.

Familiar with Trust & Estates documents.

Attention to detail.

Excellent organizational skills.

Demonstrated interpersonal skills; ability to communicate clearly and accurately; professional appearance and demeanor.

Pay Details : $68,000.00 to $73,000.00 per year

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Equal Opportunity Employer / Veterans / Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Salary : $68,000 - $73,000