Trusts, Estates, and Private Wealth Legal Assistant/Paralegal

Description:

The Company

Bush Ross is a full service large local law firm located on Tampa’s picturesque Riverwalk. We were founded on the principle that clients want caring, insightful, and ethical problem solvers. We are committed to providing a “client-first” culture that emphasizes the care and concern for clients, as well as our employees.

The Position

We are currently growing our Trusts, Estate, and Private Wealth Practice Group and are looking for a Legal Assistant/Paralegal to support 4 attorneys. The ideal candidate will have experience as a legal assistant or paralegal in a trusts and estates practice group, or transferrable skills gained from a different profession with a willingness to learn (i.e., legal assistant/paralegal in a different practice area, perhaps with a transactional focus).

Why Bush Ross?

We foster a modern, business-professional environment where employees are valued and supported. In addition to competitive compensation, we are proud to offer our employees:

• Comprehensive benefits packages
• Generous paid time-off
• 401k plan with profit sharing
• Free parking

Bush Ross is an EEO employer.

Requirements:

Essential responsibilities of the position will include:

• Organizing, tracking, and maintaining original documents and electronic files in document management system
• Scheduling meetings, deadlines, and maintaining attorney calendars
• Administrative operations such as: trust deposits; check requests, expense reimbursement
• Remit Bush Ross bills to client for payment/follow-up
• File documents with the courts or other government entities
• Electronic document management
• Compile closing binders/legal documents for transmission to client
• Performing initial assessment of project/matter deliverables and requirements
• Working with the Attorney to develop appropriate estate/trust plan for clients
• Drafting, proofing, and finalizing legal documents to include pleadings and estate plans
• Composing correspondence/responses that deal with legal subject matter requiring considerable discretion and judgment
• Track status of tasks and documents requiring action by client/prospective client
• Contacting state and federal agencies
• Performing records research, review, and analysis
• Communicating and meeting with clients, as needed
• Notarization of Documents

Ideal candidates for this position will possess the following qualifications:

• Prior trusts and estates legal assistant or paralegal experience, or transferrable skills with a willingness to learn
• Excellent written and verbal communication skills are required
• Must be a self-starter, professional, team player with a pleasant demeanor
• Ability to work in a fast-paced environment, adapt quickly to changing priorities
• Proficient in MS Word, Excel, Power Point, Outlook, Adobe Acrobat Pro, and public record searches
• Familiarity with WorkShare, electronic filings with governmental entities and document management systems.
• Ability to work overtime