Sign upLog in
JobsJobs in FloridaJobs in Naples, FLBusiness JobsLegal Jobs

Legal Assistant

Jobot

Naples, FL

Apply
JOB DETAILS
SALARY
$50,000–$55,000
JOB TYPE
Full-time
LOCATION
Naples, FL
POSTED
29 days ago
Profit Sharing | 401K | Health Benefits

This Jobot Job is hosted by: Jake Vogel
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $50,000 - $55,000 per year

A bit about us:

We have grown from two forward-thinking partners to become the largest locally based, full-service regional firm serving the needs of our clients throughout Florida.

Our office provides a wide variety of services including Real Estate, Litigation and Estate Planning to our clients.

We believe it is very important to understand the tenets that we follow in our relationships with our clients.

These tenets are how we want to be judged, and what we want used as criteria in selecting us for legal representation.

We hold ourselves to the highest standards of our profession.

Our goal is to continually demonstrate the Firm’s capabilities and experience, and to build and maintain trust between our clients and us.

The only result that we will accept is the one that our clients expect us to deliver.

Why join us?

Profit Sharing Plan
401K
Excellent Health Benefits
Mentorship & Growth
Free Parking
Employee Assistance Program
And Much More!

Job Details

We are seeking a detail-oriented and highly organized Estate Planning Legal Assistant to support our estate planning and trusts & estates attorneys.

This position plays a key role in assisting attorneys with the preparation, administration, and execution of estate planning documents while providing exceptional service to clients.

The ideal candidate will have experience in Florida estate planning matters and a strong commitment to accuracy, confidentiality, and client service.


Key Responsibilities

Assist estate planning attorneys with all stages of estate planning matters
Draft, edit, and format estate planning documents, including wills, trusts, powers of attorney, advance directives, and related correspondence
Prepare asset summaries, beneficiary designations, and estate planning questionnaires
Coordinate document execution meetings, including scheduling witnesses and notaries
Manage client files, both electronic and physical, ensuring accuracy and organization
Communicate professionally with clients regarding document intake, execution, and follow-up
Assist with trust funding, including preparation of deeds, affidavits, and related documentation
File and track probate and trust administration-related documents as needed
Maintain calendars, deadlines, and reminders for attorneys
Open and close matters in accordance with firm procedures
Handle confidential and sensitive information with discretion and professionalism
Provide general administrative and clerical support to the trusts and estates team as needed

Qualifications & Experience

Minimum of 2–4 years of experience as a legal assistant or administrative assistant in estate planning, trusts and estates, or a related practice area preferred
Familiarity with Florida estate planning and probate concepts strongly preferred
Strong proficiency in Microsoft Office and legal document management systems
Excellent written and verbal communication skills
Highly organized with strong attention to detail and time-management skills
Ability to manage multiple tasks, prioritize deadlines, and work effectively in a team environment
Professional demeanor and strong client-service orientation

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com

Similar Job Searches

Legal Assistant Jobs in Naples, FLOf Counsel Jobs in Naples, FLRegulatory Manager Jobs in Naples, FL