Legal Assistant (Estate Planning)

Summary:

Dean Mead, a full-service Florida Business law firm, is seeking a full-time Estate Planning Legal Assistant to work in our Naples office. Candidates should have a strong background supporting multiple attorneys in estate planning and probate practices. The ideal candidate is organized and detail-oriented, capable of managing multiple priorities, and able to work with limited supervision. We offer a professional environment with a competitive compensation and benefits program. 

Please no phone calls or office visits.

Duties and Responsibilities:

• Maintain paper and electronic files in compliance with firm policies utilizing the firm’s document management system.
• Format and proofread correspondence, memos, and other legal documents from written and/or dictated attorney drafts.
• Schedule and calendar client meetings, as well as monitor attorney calendars. 
• Submit billing entries, as well as expense reports.
• Assist with the preparation of estate planning binders.
• Other administrative duties, including general reception and office services, as assigned by attorneys and administrator.

Qualifications:

To perform this job successfully, an individual must be able to perform the Duties and Responsibilities above satisfactorily and meet the requirements below. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job. If you need such an accommodation, please contact Dean Mead Human Resources.

Other Skills and Abilities:

• Desire to work in a fast-paced environment.
• Highly detail-oriented, with a proven ability to manage shifting priorities.
• Excellent written communication and proof-reading skills.
• Excellent verbal communication skills with clients and colleagues.

Education and Experience:

• Minimum of 3+ years Legal Assistant or Executive Assistant experience (Required), in an estate planning practice (Preferred).
• Proficient in Microsoft Office Suite and PDF (Required). 
• Experience with document management and legal drafting softwares (Required). Experience with iManage (Preferred).
• Florida Notary (Preferred).

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 25 pounds at times.

Work Environment:

• This position reports to work in-person at our Naples office.