Trusts and Estates Paralegal

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Job Description

Do you love a fast-paced, go-go-go environment? Are you an upbeat, happy person? Are you self-directed? Do you have strong organizational, typing, and proofreading skills? Are you highly skilled with Microsoft Office and database management? Are you detail oriented? And, that’s just for starters!

We are a very busy, growing law firm in Fort Myers, Florida, dedicated to helping people achieve their estate planning goals. We are looking for an exceptional, self-motivated person for a full-time LEGAL ASSISTANT – PARALEGAL position. Position requires strong ability to proofread, organize, prioritize, track tasks and multi-task as well as work as part of a committed team. Strong professional written and verbal communication skills required. Must be proficient in Word 2016, Excel, Adobe Pro, Outlook and type a min. of 45 wpm. We offer a competitive salary commensurate with experience and benefits. Must be comfortable learning new software applications and be able to work independently with accuracy.

REQUIREMENTS:

Affable and warm personality; professional appearance with office attire; At least two years of relevant LAW OFFICE administrative paralegal office experience. Expertise with Word 2016 is a necessity. Proficiency with Excel and Adobe Pro software necessary. Ability to learn new software easily; must be a people person.

SKILLS:

Warm, friendly, upbeat, happy, courteous, poised, confident, energetic, highly professional, a team-player, with a “can-do” attitude, have office/business attire (no 5-pocket pants, leggings or tee shirts), professional appearance and be customer-service oriented.

Should be highly-motivated, self-directed individual who takes pride in and ownership of their work product and be able to work independently after a period of training as well as work well as part of a team; must be able to take direction; must have strong organizational, editing and proofreading skills as well as excellent verbal and written communication skills with customer service in mind; must have ability to multi-task but still be detail oriented.

SPECIFIC RESPONSIBILITIES:

FOLLOW OUR PROCESS, use our cutting-edge software and technologies to:

• Act as witness during signing meetings
• Answer multi-line telephone
• Greet Clients, schedule client meetings, and otherwise interface with clients using set signatures in Outlook
• Accurate data entry of client information into electronic filing system and document production software
• Maintain and update electronic files in our database
• Scan estate planning documents and binders
• Order deeds from other states for planning needs
• Revise estate plan documents using software, as needed
• Electronically file documents within our file system and, as needed, with the Court, with attorney oversight
• Draft routine correspondence
• Extreme attention to detail required

This is a full-time position, five days a week, 9-5:00 daily; must be ready to work no later than 9 AM. This position has growth potential.

Applicant must provide cover letter with resume.

Job Type: Full-time

Salary - commensurate with experience.

Company info

Barbara M. Pizzolato, PA

Company Profile

Barbara M. Pizzolato, P.A. concentrates its practice in trusts and estates, trust administration, business planning and probate law. Managing attorney, Ms. Pizzolato, has been rated by Martindale-Hubbell as an AV-rated attorney and has been practicing law since 1987. The main office is located in Fort Myers, Florida, a fast-growing beautiful community located in Southwest, Florida; staff will not be expected to travel to the other jurisdictions in which Ms. Pizzolato is licensed, New York, New Jersey and Connecticut. As a firm, we are committed to providing our clients with an outstanding product and the best customer service possible while helping them to achieve their communicated goals in a compassionate atmosphere.