Trusts, Estates, and Private Wealth Legal Assistant/Paralegal

Full-time

No

Bush Ross Law Firm is seeking a Trusts, Estates, and Private Wealth Legal Assistant/Paralegal to join their growing Trusts, Estate, and Private Wealth Practice Group. This is an excellent opportunity for someone with prior experience as a legal assistant or paralegal in a trusts and estates practice group, or transferrable skills gained from a different profession with a willingness to learn.

The ideal candidate should possess the following qualifications:

• Prior trusts and estates legal assistant or paralegal experience, or transferrable skills with a willingness to learn
• Excellent written and verbal communication skills
• Self-starter, professional, team player with a pleasant demeanor
• Ability to work in a fast-paced environment, adapt quickly to changing priorities
• Proficient in MS Word, Excel, Power Point, Outlook, Adobe Acrobat Pro, and public record searches
• Familiarity with WorkShare, electronic filings with governmental entities and document management systems.
• Ability to work overtime

The Trusts, Estates, and Private Wealth Legal Assistant/Paralegal will be responsible for a variety of duties, including:

• Organizing, tracking, and maintaining original documents and electronic files in document management system
• Scheduling meetings, deadlines, and maintaining attorney calendars
• Administrative operations such as: trust deposits; check requests, expense reimbursement
• Remit Bush Ross bills to client for payment/follow-up
• File documents with the courts or other government entities
• Electronic document management
• Compile closing binders/legal documents for transmission to client
• Performing initial assessment of project/matter deliverables and requirements
• Working with the Attorney to develop appropriate estate/trust plan for clients
• Drafting, proofing, and finalizing legal documents to include pleadings and estate plans
• Composing correspondence/responses that deal with legal subject matter requiring considerable discretion and judgment
• Track status of tasks and documents requiring action by client/prospective client
• Contacting state and federal agencies
• Performing records research, review, and analysis
• Communicating and meeting with clients, as needed
• Notarization of Documents

This position offers a competitive salary and benefits package including Medical, Dental, Vision, 401(k) with match, Life & AD&D, Short-term & Long-term Disability, and Generous PTO.

Bush Ross Law Firm is a full service large local law firm located on Tampa’s picturesque Riverwalk. We were founded on the principle that clients want caring, insightful, and ethical problem solvers. We are committed to providing a “client-first” culture that emphasizes the care and concern for clients, as well as our employees.

If you are interested in applying for this position, please send your resume to .

Bush Ross Law Firm is Seeking a Trusts, Estates, and Private Wealth Legal Assistant/Paralegal

Bush Ross Law Firm is seeking a Trusts, Estates, and Private Wealth Legal Assistant/Paralegal to join their growing Trusts, Estate, and Private Wealth Practice Group. This is an excellent opportunity for someone with prior experience as a legal assistant or paralegal in a trusts and estates practice group, or transferrable skills gained from a different profession with a willingness to learn.

Job Description

The Trusts, Estates, and Private Wealth Legal Assistant/Paralegal will be responsible for a variety of duties, including:

• Organizing, tracking, and maintaining original documents and electronic files in document management system
• Scheduling meetings, deadlines, and maintaining attorney calendars
• Administrative operations such as: trust deposits; check requests, expense reimbursement
• Remit Bush Ross bills to client for payment/follow-up
• File documents with the courts or other government entities
• Electronic document management
• Compile closing binders/legal documents for transmission to client
• Performing initial assessment of project/matter deliverables and requirements
• Working with the Attorney to develop appropriate estate/trust plan for clients
• Drafting, proofing, and finalizing legal documents to include pleadings and estate plans
• Composing correspondence/responses that deal with legal subject matter requiring considerable discretion and judgment
• Track status of tasks and documents requiring action by client/prospective client
• Contacting state and federal agencies
• Performing records research, review, and analysis
• Communicating and meeting with clients, as needed
• Notarization of Documents

Qualifications

The ideal candidate should possess the following qualifications:

• Prior trusts and estates legal assistant or paralegal experience, or transferrable skills with a willingness to learn
• Excellent written and verbal communication skills
• Self-starter, professional, team player with a pleasant demeanor
• Ability to work in a fast-paced environment, adapt quickly to changing priorities
• Proficient in MS Word, Excel, Power Point, Outlook, Adobe Acrobat Pro, and public record searches
• Familiarity with WorkShare, electronic filings with governmental entities and document management systems.
• Ability to work overtime

Salary & Benefits

This position offers a competitive salary and benefits package including Medical, Dental, Vision, 401(k) with match, Life & AD&D, Short-term & Long-term Disability, and Generous P

Medical, Dental, Vision, 401(k) with Match, Life & AD&D, Short-term & Long-term Disability, Generous PTO

Organizing, Tracking, Maintaining Documents, Scheduling Meetings and Deadlines, Administrative Operations, Remitting Bills to Clients, Drafting and Proofing Legal Documents, Composing Correspondence, Records Research, Review and Analysis, Communicating with Clients, Notarization of Documents

Send your resume to

Qualification and Experience Prior Trusts and Estates Legal Assistant/Paralegal Experience, or Transferrable Skills with a Willingness to Learn, Excellent Written and Verbal Communication Skills

Legal