Legal Secretary (Naples)
3001 Tamiami Trail N Naples, FL 34103 US
Job Description
may be expanded through delegation by an Attorney, Human Resources and Benefits, Office Administrator or Managing Partner.
Responsibilities
• Administrative support to two (2) Attorneys
• Process Attorney time entry, correspondence and other documents
• Responsible for client correspondence preparation and delivery (i.e., FedEx, UPS, USPS)
• Prepare estate planning document drafts (i.e., Power of Attorney, Power of Attorney Revocation,
Advance Directives, HIPAA Authorization and Pre-Need Guardians Designation)
• Client document filing management
• Coordinate meetings and maintain Attorney calendars
• Prepare client post-execution binders
• Witness or notarize client documents and signings
• Reception coverage as necessary
• Available to work overtime when requested
Qualifications
• High school diploma or GED required
• Degree in business administration preferred
• Knowledge of Florida probate courts, judicial procedures, e-portal and CSC e-recording platform
• Proficiency in Microsoft Office, Excel, Outlook, iManage, Olympus, Aderant, GEMS Westlaw, Lexis / Nexis and ChromeRiver (preferred, but will train)
• Organization and attention to detail is critical
• Excellent communication skills, both verbal and written
• Able to manage time, prioritize and multitask effectively
Compensation
• $55,000 - $75,000
• Competitive benefits package
• Legal Secretary is a non-exempt role and eligible for overtime
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Meet Your Recruiter
Kenny Pilanski
Regional Director
Kenny is a graduate from Quinnipiac University where he received his degree in Industrial Organizational Psychology. He has been with TPG since November 2015 and initially got into recruiting through a friend from college and never looked back. When he is not in the office you can find him fishing, golfing, or hanging out with his girlfriend and dog Foxy.