Job Description:
A highly regarded, full-service law firm is seeking an experienced Legal Assistant to join its Private Client Services / Estate Planning team in its Naples office. This is an excellent opportunity to work within a collaborative, client-focused environment that values professionalism, attention to detail, and exceptional service delivery.
You will provide proactive administrative and legal support to attorneys, playing a key role in ensuring the smooth progression of estate planning matters. This position offers significant client interaction and the chance to work closely on a wide range of private client matters.
Key Responsibilities:
- Deliver high-quality administrative support to attorneys and team members
- Prepare, draft, and review estate planning documents, including wills, trusts, powers of attorney, and advance directives
- Manage case files and track matters through to completion
- Coordinate schedules, meetings, travel, and deadlines for assigned attorneys
- Handle client communications, including calls, emails, and in-person interactions
- Oversee new client intake and maintain accurate electronic records
- Assist with billing processes, expense reports, and time entry
- Prepare closing binders and support document execution, including attending signings
- Monitor key dates and proactively manage deadlines
- Maintain compliance with internal information governance policies
Skills & Experience:
- Minimum of 2 years’ experience in a legal or administrative support role (trusts and estates experience preferred)
- Strong organizational skills with exceptional attention to detail
- Confident communicator with a professional and client-focused approach
- Proficient in Microsoft Office and document management systems
- Experience with legal software (e.g., document management, billing, or workflow tools) is advantageous
- Ability to prioritize workload effectively and work both independently and as part of a team
What's on Offer:
This role offers the opportunity to join a respected firm with a strong reputation in private client services, where you will be supported in your professional development and exposed to high-quality legal work in a friendly and collaborative environment.
For a confidential discussion or to apply, please email:
[email protected]
