Naples - Trust & Estate Legal Assistant
Roetzel & Andress
- Location
- Naples, FL
- Work style
- Hybrid
- Job type
- Full time
- Posted
- Nov 1
- Today
Career path
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About the company
Roetzel & Andress
Law practice · 201 to 500 employees
Roetzel is a full-service law firm with offices located throughout Ohio, Florida, and Chicago. The firm provides comprehensive legal services to national and international corporations, closely held and family-run businesses, institutions, organizations, and individuals.
What you'll do
- Transcribe/type all correspondence, produce letters, documents, legal forms, internal administrative forms as directed.
- Responsible for incoming, outgoing, and internal mail for assignments.
- Responsible for scheduling client meetings and document signings and preparation of related documents required.
- Maintain filing of correspondence and documents in iManage for all matters assigned to supervising attorneys.
- Assist assigned attorneys with client billings, as directed.
- Maintain updated professional schedule and calendars of assigned attorneys.
- Manage appropriate communications with clients and professional associates on behalf of assigned attorneys, and as directed.
- Complete and process miscellaneous disbursement charge records pertaining to client billings in accordance with established procedures.
- Open new matters and close files, as directed and in accordance with Firm procedures.
- Assist with legal assistant overflow and cover within practice group or other groups when requested, and as available.
- Perform additional legal assistant duties requested by involvement of assigned attorney in any Firm administrative duties, Firm committees and community or professional associations and organizations.
- Make required travel and reservations for assigned attorneys.
- General administrative office and reception duties, as assigned.
What you need
- High school graduate or equivalency, with 2-3 years legal assistant experience. Some college preferred.
- Must be able to maintain a high-level of confidentiality and perform the duties above in a timely and accurate manner.
- Strong interpersonal, written, and verbal communication skills while interacting with clients and employees.
- Initiative-taker with strong organizational skills and attention to detail to while functioning in a demanding environment.
- Ability to work with all levels of staff in a team environment.
- Proficient with Microsoft Word, Excel, Outlook electronic document management software.
- Demonstrated ability to plan, organize, and prioritize work and time.
- Demonstrated ability to work under pressure, meet time-sensitive deadlines, and maintain flexibility, is required.
- Maintain a service attitude, approach, and professionalism in dealing with internal and external individuals.
- Detail-oriented, and excellent proof-reading skills required.
- Ability to follow detailed instructions, take direction, prioritize assignments and manage multiple projects and deadlines simultaneously.
- Florida Notary Public
- Education: a high school diploma
Key skills
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