Trusts and Estates Legal Assistant (Tampa)

Now Hiring: Legal Assistant – Trusts & Estates

Are you an experienced Legal Assistant with a background in Trusts & Estates? Do you enjoy providing high‑level support to attorneys and working with sophisticated clientele? If so, this opportunity may be a great fit for you. We’re partnering with a respected organization seeking a detail‑driven Legal Assistant to join its Trusts & Estates team. This role supports attorneys who work closely with high‑net‑worth clients, so strong communication skills and a polished, client‑focused approach are essential.

⭐ What You’ll Do

• Proactively manage attorneys’ schedules, anticipating needs in advance
• Draft, edit, and proofread documents with a high level of accuracy
• Maintain calendars, schedule meetings, and coordinate travel logistics
• Process reimbursements, expense reports, and check requests
• Enter, review, and finalize attorney time entries in the timekeeping system
• Manage monthly billing, including reviewing prebills and narrative edits
• Open new matters, run conflict checks, and maintain organized files
• Handle file maintenance, organization, and off‑site storage preparation
• Maintain strict confidentiality of all client and internal information

⭐ What We’re Looking For

• 3+ years of Trusts & Estates experience preferred , or 3+ years as an Executive Assistant/Secretary in a professional office
• Strong skills in Microsoft Word, Excel, Outlook, and PowerPoint
• Experience with document management and time entry systems (a plus)
• Excellent grammar, spelling, and communication abilities
• Highly organized with strong attention to detail
• Ability to adapt to changing priorities and manage multiple tasks
• Client‑focused mindset
• Billing experience (including electronic billing) preferred
• BA/BS preferred, but not required

⭐ Benefits & Additional Details

• Medical & Dental insurance
• Group Life & Long‑Term Disability
• 401(k)
• 17 days PTO

Compensation: $55,000 – $75,000