Demo

Estate Planning Administrative Assistant

LHH
Naples, FL Full Time
POSTED ON 3/10/2025
AVAILABLE BEFORE 6/10/2025

Job Opportunity : Estate Planning Administrative Assistant – Naples, FL

LHH is seeking a highly organized and detail-oriented Estate Planning Administrative Assistant for a top-tier firm in Naples, FL. The ideal candidate will have 5 years of experience and a passion for providing excellent administrative support.

Key Responsibilities :

  • Manage calendars, schedule meetings, and arrange travel.
  • Open and distribute mail, create and edit correspondence.
  • Handle document copying, faxing, and scanning.
  • Prepare and process documents for mailing and delivery.
  • Maintain and organize client files (electronic and paper).
  • Enter daily timekeeping and assist with billing and expense reports.
  • Maintain client contact details and assist with seminar / event mailing lists.
  • Support team members as needed.

Requirements :

  • 5 years of Estate Planning experience.
  • Strong organizational skills and attention to detail.
  • Proficient in legal filing procedures and software.
  • If you're looking for a rewarding opportunity with a great team, apply today!

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