Medicaid Processor Legal Assistant

Florida Elder Law & Legacy Planning is dedicated to quality, integrity, and providing personalized legal service to our clients by helping them with complex issues regarding Medicaid qualification, estate planning, elder law, probate and guardianships.

We have built our reputation for providing personalized, high-quality legal help and advice to the people of the Tampa Bay area. The Spinks Law Firm uses a team approach to provide legal services so professional, so compassionate and so responsive that our clients fully recognize our dedication to them. This gives us an opportunity to really build on each other’s ideas — there is a synergy to our approach which leads to solutions. Essentially, the whole is larger than the parts. Effective collaborative skills are necessary to work well in a team environment. More importantly, the teamwork environment enhances the results for our clients.

We are looking for a highly organized and motivated Legal Assistant to join our team, focusing on Medicaid planning and assisting clients with long-term care needs.

Position Overview:

The Legal Assistant will work directly with paralegals, attorneys and clients to support the Medicaid planning process. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple tasks efficiently. Experience in elder law or Medicaid planning is preferred but not required; training will be provided for the right candidate.

Responsibilities:

• Assist with preparing and filing Medicaid applications.
• Collect, organize, and review financial documents necessary for Medicaid planning.
• Communicate with clients, families, and financial institutions to gather relevant information.
• Prepare correspondence, legal documents, and forms for Medicaid qualification.
• Maintain and update case files, ensuring all deadlines are met.
• Provide support for client meetings, including scheduling, document preparation, and follow-up.
• Assisting in the preparation and submission of VA benefits applications.
• Managing case files and maintaining regular communication with clients to update them on case progress.
• Preparation of correspondence and various legal documents, including contracts and affidavits.
• Organization and maintenance of client files, both physical and electronic.
• Handling incoming calls, providing initial information to clients, and directing inquiries appropriately.
• Scheduling appointments and managing the firm's calendar for optimal efficiency.
• Collaborating closely with team members to ensure seamless delivery of legal services.

Job-Related Skills and Abilities:

• Exceptional interpersonal and communication skills.
• Meticulous organization and attention to detail.
• Efficient multitasker with a commitment to meeting deadlines.
• Professional demeanor with a proactive and inquisitive attitude.
• Ability to thrive under pressure.
• Proficient in spoken and written English.

Education/Training/Experience:

Required:

• Prior experience as a legal assistant or paralegal, preferably in Medicaid planning or elder law.
• Strong organizational and time-management skills.
• Ability to handle sensitive information with discretion and professionalism.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite and legal case management software (preferred but not required).
• Ability to work independently and as part of a team.

Preferred:

• Familiarity with Clio Case Management software and Wealth Counsel.

Work Location: In Person

Schedule: 8-hour shift, Monday to Friday

Job Type: Full-time, hourly

Supplemental pay types: Opportunity for bonus pay

At Florida Elder Law & Legacy Planning, we are committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected Veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Expected hours: 40 per week

Experience:

• Microsoft Office: 3 years (Preferred)

Work Location: In person

Pay: $20.00 - $22.00 per hour

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Expected hours: 40 per week

Work Location: In person