We are seeking a meticulous and proactive File Coordinator to join our esteemed estate planning law firm in Boca Raton, FL. As a File Coordinator, you will play a pivotal role in ensuring the accurate preparation and organization of all Estate Planning documents. Your responsibilities will encompass maintaining the integrity of our copy and file areas while also undertaking various clerical tasks.

$18 -$20 Hourly

• Daily tracking of Estate Planning Execution and Amendments Signings for the current and following day.
• Preparation of Estate Planning books, meticulously ensuring accuracy before and after signings.
• Printing attorney calendars and assembling client files, distributing them to respective attorneys for next-day meetings.
• Assembly of First Consultation and Review Trust folders with precision and attention to detail.
• Maintaining an accurate weekly Profile list to streamline operations.
• Promptly pulling client files upon request and efficiently scanning and emailing documents to the Senior EP Paralegal.
• Filing all documents and loose papers systematically, maintaining an organized filing system.
• Responsibly closing out files upon client request, ensuring compliance and confidentiality.
• Providing backup assistance to the Receptionist during lunches, breaks, or vacations when the office assistant is unavailable.
• Notarizing client documents as required, adhering to legal procedures and protocols.
• Assigning new client numbers for Word Processing and Estate Administration, ensuring seamless integration into our systems.
• Updating client information promptly and accurately as needed.
• Ensuring cleanliness and organization of both file rooms, promoting an efficient work environment.
• Submitting deeds via mail as requested, demonstrating efficiency and attention to deadlines.
• Performing any other duties as assigned with dedication and professionalism.

REQUIRED SKILLS:

• Strong interpersonal, oral, and written communication skills.
• Exemplary professionalism and discretion in handling sensitive information.
• Proficiency in reading and comprehension.
• Advanced computer literacy, including familiarity with standard office software.
• Exceptional organizational and project management skills.
• Effective time management abilities, with a keen eye for detail.
• Patience and adaptability in handling diverse tasks and responsibilities.
• Profoundly detailed-oriented, ensuring accuracy in all endeavors.
• Ability to operate standard office equipment efficiently, including copy/fax/postal machines and computers/printers/typewriters.

The Siegel Law Group is a rapidly expanding law firm based in South Florida, dedicated to helping individuals navigate life's challenges through meticulous asset planning. We are committed to offering holistic planning options and assisting clients in qualifying for essential benefits that positively impact their lives.

Benefits:

• Paid Holidays
• Comprehensive PTO Plan
• Health Insurance and 401(k) options available
• Disability Insurance coverage
• Life Insurance provided
• Cultivation of a work-life balance culture, with an exceptional work schedule

If you are passionate about meticulous organization and seek a rewarding opportunity in a dynamic legal environment, we encourage you to apply and join our dedicated team at The Siegel Law Group.