T&E Legal Secretary

Naples, FL 34102

Job Type: Legal Secretary Job Number: 6956 Salary Range: $60,000 - $80,000

Job Description

Our client is seeking a legal assistant for their Trust & Estates group in Naples.
 
Responsibilties: 
 
• Modify and execute wills, trusts, and powers of attorney.
• Draft cover letters, composing and distributing documents and correspondence on a discretionary basis to respond to client inquiries or to obtain information.
• Performing client work 
• 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 trust and estates field preferred.
• Working knowledge of MS Word, particularly with Styles, Outlook, and electronic document management systems (experience with FileSite a plus).
 

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Amanda Goulart
Professional Services Recruiter

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