What are the responsibilities and job description for the Trusts, Estates, and Private Wealth Legal Assistant (Entry Level) position at Bush Ross, P.A.?
Description
The Company
Bush Ross is a full service large local law firm located on Tampa’s picturesque Riverwalk. We were founded on the principle that clients want caring, insightful, ethical problem-solvers who bring value to their business. We are committed to providing a “client-first” culture that emphasizes the care and concern for clients, as well as our employees.
The Position
We are currently growing our Trusts, Estate, and Private Wealth Practice Group! This is a great opportunity for an entry-level candidate to begin a career in the legal field and join a growing Trusts, Estates, and Private Wealth team and gain exposure to fiduciary matters, family businesses, succession planning, and private wealth administration. This role provides hands-on experience supporting attorneys who guide families through multi-generational planning, asset stewardship, and complex estate structures, offering an excellent foundation for a career in private wealth law.
This is a full-time, non-exempt, on-site position, Monday through Friday.
Why Bush Ross?
We Foster a Modern, Business-professional Environment Where Employees Are Valued And Supported. In Addition To Competitive Compensation, We Are Proud To Offer Our Employees
Requirements
Essential responsibilities of the position will include:
The Company
Bush Ross is a full service large local law firm located on Tampa’s picturesque Riverwalk. We were founded on the principle that clients want caring, insightful, ethical problem-solvers who bring value to their business. We are committed to providing a “client-first” culture that emphasizes the care and concern for clients, as well as our employees.
The Position
We are currently growing our Trusts, Estate, and Private Wealth Practice Group! This is a great opportunity for an entry-level candidate to begin a career in the legal field and join a growing Trusts, Estates, and Private Wealth team and gain exposure to fiduciary matters, family businesses, succession planning, and private wealth administration. This role provides hands-on experience supporting attorneys who guide families through multi-generational planning, asset stewardship, and complex estate structures, offering an excellent foundation for a career in private wealth law.
This is a full-time, non-exempt, on-site position, Monday through Friday.
Why Bush Ross?
We Foster a Modern, Business-professional Environment Where Employees Are Valued And Supported. In Addition To Competitive Compensation, We Are Proud To Offer Our Employees
- Comprehensive benefits packages
- Generous paid time-off
- 401k plan with profit sharing
- Free parking
Requirements
Essential responsibilities of the position will include:
- Organizing, tracking, and maintaining original documents and electronic files in PerfectLaw
- Running conflict checks and assisting with matter intake procedures
- Scheduling meetings, deadlines, and maintaining attorney calendars
- Tracking deadlines and the status of tasks and documents requiring action by clients/prospective clients
- Assisting with management of multiple projects and milestone tracking.
- Uploading and downloading client and case-related documents through online portals
- Administrative operations such as trust deposits, check requests, expense reimbursements
- Remitting Bush Ross bills to clients for payment and follow-up
- Compiling closing binders and legal documents for transmission to clients
- Minimum of 1 year of experience in a professional office environment
- Excellent written and verbal communication skills
- Must be a self-starter, professional, team player with a pleasant demeanor
- Ability to work in a fast-paced environment and adapt quickly to changing priorities
- Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously
- Familiarity with MS Word, Excel, and Outlook
- Ability to work overtime if needed