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Legal Assistant

Tampa, FL, USA

Trusts & Estates

Practice Area:

Job Description:

Our client, a prestigious firm, seeks an experienced Legal Assistant to join their successful Trust and Estates team in their Tampa, FL office. The role comes with a great salary package with additional perks such as paid health care, gym reimbursement, and parking. The culture is compassionate, and the atmosphere is top-notch.

  • Manage the day-to-day schedules of the attorneys. The ability to be proactive and think ahead is key.

  • Create, edit, and proofread work product to ensure accuracy.

  • Maintain calendars including appointments, meetings, travel, and trip plans.

  • Processing reimbursements, expense reports, and check requests.

  • Inputs, reviews, edits, and closes timekeepers' time entries through the firm's web-based time entry program using firm standards.

  • Handles monthly client billing. Reviews billing prebills for accuracy and completeness. Performs client, matter, and timekeeper inquiries and narrative edits.

  • Opens new matters and generates client conflict checks. Sets up and maintains timekeepers' work files, including daily and regular filing. Indexes and prepares files for off-site storage.

  • Assumes responsibility for maintaining the highest level of confidentiality of all Firm and client information, records, and files, both within and outside of the Firm.

Minimum three years Trust & Estates experience preferred; OR three years’ experience as an Executive Assistant/Secretary in a professional environment.

  • Working knowledge of 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).

  • Attention to detail and good organizational and analytical skills.

  • A flexible attitude and the ability to deal well with changing assignments and priorities.

  • Ability to multitask.

  • Professional appearance and demeanor.

  • Client-oriented focus.

  • Billing experience preferred (including electronic billing).

  • BA/BS preferred, but not required.

To learn more, contact:

Sydney Frankel, Legal Staffing Recruiter

sydney@zeregaconsulting.com

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