Overview
Estate Planning Administrative Assistant Jobs in Naples, FL at LHH
Title: Estate Planning Administrative Assistant
Company: LHH
Location: Naples, FL
LHH is working with a firm in Naples, Florida, who is seeking an Estate Planning Administrative Assistant with 5+ years of experience.
This candidate is responsible for providing attorney administrative assistance to maintain high standards of efficiency and professionalism with clients.
Job Duties (including but not limited to):
Participates in cultivation of client relationships by becoming familiar with the case/matter which provides for better service to the client and aids assignments in better preparing for client meetings.
Maintains calendars for assignments, schedules meetings and appointments; makes travel arrangements as needed.
Opens and distributes mail to assignments.
Creates and edits correspondence, memoranda, etc.
Responsible for copying, faxing and scanning documents in appropriate format.
Prepares 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.
Processes paperwork to open new client files; creates files in Firm’s record management system; maintains current files and organizes files before processing for off-site storage.
Enters daily timekeeping for assignments.
Edits monthly billing memoranda and creates transmittal letters.
Prepares expense reports for assignments.
Maintains current address/telephone listing of clients for each assignment, ensuring they are properly entered into the Firm’s client relationship management system. May be responsible for preparing mailing lists/labels for Firm-sponsored seminars/events.
Maintains current log of client/matter numbers for each assignment.
Takes advantage of all training opportunities to keep current with the Firm’s software and procedures in order to maintain high standard of efficiency.
Provides assistance to other legal administrative assistants as time permits.
Performs such other duties as assigned, maintaining team effort to provide 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.
