Legal Secretary - Trusts & Estates

Naples, FL
United States

Experience Required
Employment Type
Work Schedule

Job Description
We have an opening for a legal secretary to join our Trusts & Estates group in our Naples office.

  • This position works with a team of estate planning lawyers and other staff to ensure documents such as wills, trusts, and powers of attorney are modified and finalized for execution by clients.
  • Duties include, but are not limited to, drafting cover letters, composing and distributing documents and correspondence on a discretionary basis to respond to client inquiries or to obtain information.
  • Performing client work as directed by assigned attorney(s) organizing and coordinating, on an independent basis, administrative and other resources to ensure timely project completion.
  • Drafting, transcribing, typing, formatting, proofreading and/or finalizing legal documents, from dictation, handwriting or existing documents as directed by assigned attorney(s).
  • Working with merge documents at the direction of the attorneys; mailing/emailing documents to clients; maintaining updated contact lists.
  • Maintaining electronic and paper files of legal documents.
  • Screening, taking and relaying accurate telephone messages and responding, as appropriate, when the matter does not require the attention of the assigned attorney(s).
  • Maintaining calendars of assigned attorney(s) and organizing meetings, for clients to make modifications/substitutions and/or sign final documents.
  • Serve as witness and/or notary when documents are signed. May include occasional signings outside of office.
  • Binding documents and preparing documents for the clients.

  • Qualifications:
  • 1-2 years legal secretarial experience in the trusts and estates field preferred.
  • Ability to work in a collegial manner with a number of team members, provide extensive administrative assistance to assigned legal staff while also serving as a positive role model for others.
  • Exceptional technical skills required, as well as strong organizational, communication and client service skills. Familiarity with Word, particularly with Styles in Word.
  • Excellent time management, prioritizing skills, and ability to adjust to a changing work flow.
  • Must be detail oriented, with excellent proofreading, grammar and spelling skills, as well as the ability to multi-task and interface with clients professionally and effectively.
  • Position requires high level of discretion and ability to maintain confidentiality.

  • Equal Opportunity Employer