Job Summary:
LHH is recruiting for a client in the Tampa area. This role will handle high end clientele. The client is is searching for a candidate that is very polished and professional (in-person and on the phone). The main qualifications for candidates to be considered are three years in Trust & Estates experience or three years’ experience as an Executive Assistant/Secretary in a professional environment. The successful candidate will be responsible for providing support to 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, the candidate will play a critical role in ensuring the success of our clients' estate plans. This is a fully on-site position.
Key Responsibilities:
- Manage the day-to-day schedules of 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.
- 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 generate client conflict checks. Sets up and maintains timekeeper's 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.
Requirements:
- 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 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.
- Professional appearance and demeanor.
- Client-oriented focus.
- Billing experience preferred (including electronic billing).
- Bachelor's Degree is preferred, but not required.
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.