What are the responsibilities and job description for the Trust and Estates Paralegal Tampa position at LHH?
Job Summary:
We are seeking a highly motivated Legal Assistant to join our team in the Trusts and Estates department. The successful candidate will be responsible for providing support to our attorneys in all aspects of estate planning and administration. This role requires a detail-oriented individual with excellent organizational skills and the ability to work independently in a fast-paced environment. As a Legal Assistant, you will play a critical role in ensuring the success of our clients' estate plans.
Key Responsibilities:
- Manage the day-to-day schedules of the attorneys. The ability to be proactive and think ahead are key.
- Create, edit, and proofread work product to ensure accuracy.
- Maintain calendars including appointments, meetings, travel, and trip plans.
- Process reimbursements, expense reports, and check requests.
- Input, review, edit, and close timekeepers' time entries using the firm’s web-based time entry program.
- Handle monthly client billing, including reviewing prebills for accuracy and completeness, and performing client, matter, and timekeeper inquiries and narrative edits.
- Open new matters and generate client conflict checks. Set up and maintain timekeeper’s work files, including daily and regular filing. Index and prepare files for off-site storage.
- Maintain the highest level of confidentiality of all Firm and client information, records, and files.
Qualifications:
- Minimum three years of Trust & Estates experience preferred; OR three years’ experience as an Executive Assistant/Secretary in a professional environment.
- Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
- Experience with a document management system and time entry system is a plus.
- Excellent grammar, spelling, punctuation, and communication skills (both written and verbal).
- Strong attention to detail and organizational and analytical skills.
- Flexible attitude and ability to adapt to changing assignments and priorities.
- Ability to multi-task effectively.
- Professional appearance and demeanor.
- Client-oriented focus.
- Billing experience preferred (including electronic billing).
- BA/BS preferred, but not required.
Interview Process:
- 1st Interview – Phone interview
- 2nd Interview – In-person interview with attorneys
Salary : $55,000 - $75,000
