Trusts and Estates Legal Assistant

2-4 yrs required

Full-time

No

Salary Information:

The salary for a Trusts and Estates Legal Assistant at Day Pitney in Boca Raton, FL ranges from $50,000 to $65,000 per year, depending on experience and qualifications. This salary includes a comprehensive benefits package, such as health insurance, retirement plans, and paid time off.

Job Title:

Trusts and Estates Legal Assistant - Boca Raton, FL

Experience Information:

Minimum two to four years of Trusts and Estates legal secretarial experience

Responsibilities:

The responsibilities of a Trusts and Estates Legal Assistant at Day Pitney in Boca Raton, FL include:

- Independently performing a full range of administrative support tasks
- Typing, editing, formatting, and proofreading a variety of moderate to complex documents
- Managing and organizing files, both digital and paper
- Assembling documents for electronic filing with courts and agencies
- Understanding the month-end closing schedule and reminding timekeepers to release time in InTapp
- Editing billing narratives and ensuring compliance with firm time entry standards
- Managing the administrative aspects of client/matter intake and management
- Utilizing firm tools to locate information, such as timekeeper billing rates and non-billable time recording standards
- Conducting basic research, as needed
- Collaborating with other timekeepers and legal assistants to complete assignments and meet deadlines
- Reminding timekeepers of deadlines and anticipating their needs
- Anticipating and meeting client needs
- Entering trust client information into the PCD Trust Account Profile database
- Serving as a witness and/or Notary Public at a client's signing of original documents
- Delegating work to other firm resources as needed

Qualifications/Requirements:

To be considered for the position of Trusts and Estates Legal Assistant at Day Pitney in Boca Raton, FL, candidates should have:

- Minimum two to four years of experience as a Trusts and Estates legal secretary
- Experience in handling a variety of administrative tasks
- Experience making travel arrangements
- Ability to support multiple timekeepers in a fast-paced, changing environment
- Strong organizational, analytical, and interpersonal skills
- Excellent verbal and written communication skills
- Outstanding client service and decision-making abilities
- Ability to produce accurate draft documents from various sources
- Familiarity with court and regulatory agency procedures
- Ability to work independently with minimal supervision, while also being a team player
- Professionalism, confidentiality, discretion, and decorum
- Responsiveness to timekeeper and client needs
- Understanding of basic business relationships and client confidentiality principles
- Proficiency in Microsoft Office, Interaction, FileSite, InTapp, CMS, and various other software applications
- Familiarity with the firm's information resources
- Notary Public in the state of residence

Salary Information:

The salary for a Trusts and Estates Legal Assistant at Day Pitney in Boca Raton, FL ranges from $50,000 to $65,000 per year, depending on experience and qualifications. This salary includes a comprehensive benefits package, such as health insurance, retirement plans, and paid time off.

Law Firm Overview:

Day Pitney is a leading law firm with a strong reputation for exceptional client service. With offices throughout the Northeast and Florida, the firm offers a wide range of legal services to clients in various industries. The firm's trusts and estates practice is highly regarded and the Legal Assistant position in Boca Raton, FL provides an excellent opportunity to work with experienced attorneys and sophisticated clients.

H1: Trusts and Estates Legal Assistant at Leading Law Firm in Boca Raton, FL

H2: Join a Dynamic Team and Provide Exceptional Client Service as a Trusts and Estates Legal Assistant in Boca Raton, FL

Trusts and Estates Legal Assistant - Boca Raton, FL:

- Responsible for managing, producing, and processing administrative and client-specific information
- Supports timekeepers and works as part of a virtual support team
- Performs complex work requiring knowledge of trusts and estates practice, court procedures, and compliance policies
- Serves as a client relationship manager and integrates new clients into the firm's business structure
- Coordinates and produces a high volume of client and administrative work

Responsibilities of a Trusts and Estates Legal Assistant at Day Pitney in Boca Raton, FL:

- Independently perform full range of administrative support
- Type, edit, format and proofread a variety of moderate to complex documents
- File management and organization (both digital and paper)
- Assemble documents for electronic filing with courts and agencies
- Understand month-end closing schedule and remind timekeepers to release time in InTapp
- Edit billing narratives according to firm time entry standards
- Manage administrative aspects of client/matter intake and management
- Utilize firm tools to locate information
- Conduct basic research, as needed
- Collaborate with other timekeepers and legal assistants
- Remind timekeepers of deadlines and anticipate their needs
- Enter trust client information into PCD Trust Account Profile database
- Serve as a witness and/or Notary Public at a client's signing of original documents
- Delegate work to firm resources

Qualifications/Requirements for the Trusts and Estates Legal Assistant position at Day Pitney in Boca Raton, FL:

- Minimum two to four years of experience as a Trusts and Estates legal secretary
- Experience in handling a variety of administrative tasks
- Ability to support multiple timekeepers in a fast-paced, changing environment
- Strong organizational, analytical, and interpersonal skills
- Excellent verbal and written communication skills
- Outstanding client service and decision-making abilities
- Familiarity with court and regulatory agency procedures
- Ability to work independently with minimal supervision, while also being a team player
- Professionalism, confidentiality, discretion, and decorum
- Understanding of basic business relationships and client confidentiality principles
- Proficiency in Microsoft Office, Interaction, FileSite, InTapp, CMS, and

Not specified

Health insurance, dental insurance, vision insurance, paid time off, retirement plan, professional development opportunities

Not specified

administrative support, document production, file management, billing, research, multitasking, client service, decision-making, Microsoft Office, legal software, court procedures, compliance policies, legal billing, timekeeping

Not specified

Interested candidates should submit their resume, cover letter, and salary requirements to [email protected] with "Trusts and Estates Legal Assistant - Boca Raton" in the subject line.

Qualification and Experience Minimum of two to four years of Trusts and Estates legal secretarial experience, Notary Public in state of residence

Legal