Legal Assistant - Trusts and Estates

Hill Ward Henderson - Tampa, FL

Full-time

Tampa, FL

Professional, Scientific, and Technical Services

About the position

We are seeking a highly motivated Legal Assistant to join our Trusts and Estates department. This role involves providing comprehensive support to attorneys in estate planning and administration, requiring a detail-oriented individual with excellent organizational skills and the ability to work independently in a fast-paced environment. The Legal Assistant will play a critical role in ensuring the success of clients' estate plans.

Responsibilities

• Manage the day-to-day schedules of the attorneys.
• 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 through the firm's web-based time entry program.
• Handle monthly client billing and review billing prebills for accuracy and completeness.
• Perform 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.

Requirements

• Minimum three years Trust & Estates experience preferred.
• 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.
• Flexible attitude and the ability to deal well with changing assignments and priorities.
• Ability to multi-task.
• Professional appearance and demeanor.
• Client-oriented focus.
• Billing experience preferred (including electronic billing).
• BA/BS preferred, but not required.

Nice-to-haves

• Experience with a document management system and time entry system.
• Billing experience preferred (including electronic billing).
• BA/BS preferred, but not required.