Trust & Estates Legal Assistant
Beacon Hill Staffing Group, LLC

Job Info

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A National wealth planning firm is seeking a legal assistant to join their Naples, Fl team.
Overview: This position performs a variety of administrative support duties and delivers high-quality services to internal and external clients, exhibiting commitment to integrity and excellence. The position requires thorough knowledge of all firm and practice specific administrative processes and procedures, information technology systems, research tools and a broad-based understanding of the clients, matters and associated practices. The scope of responsibilities includes prioritizing, managing and following through on multiple projects, and communicating effectively and professionally with clients, attorneys, staff and peers. Responsibilities: * Prepares, reviews and edits a wide range of legal documents and correspondence of a confidential nature, transcribing dictation as needed, ensuring high quality, accuracy and comprehensiveness. * Prepares and reviews estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and Property), Living Will, Insurance Trusts, Grantor Retained Annuity Trusts, etc. * Maintain trust/estate financial records * Creates and maintains a filing system; opens and closes files in a timely fashion. * Performs conflict searches, external searches, and processes client intake forms. * Manages all incoming and outgoing mail, e-mail, faxes and phone calls in a confidential, organized and efficient manner. * Arranges meetings, coordinates travel arrangements and schedules appointments. * Prepares attorney expense claims and closes transactions. * Enter attorney time entries into billing system * Acts as a liaison between assigned lawyer(s) and clients, as well as internal departments and external affiliates including financial institutions, municipal and government departments as requested. * Other related and administrative duties as assigned
Required Skills: * Detail-oriented and highly organized * Excellent verbal and written communication skills and professional demeanor * Strong knowledge of Microsoft Office, including Word, Excel, and Outlook * Ability to work independently, manage large workloads, and keep deadlines * Take a proactive approach to being team oriented. * Prior T&E department experience

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

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