Trusts, Estates, and Private Wealth Legal Assistant (Entry Level)

Bush Ross, P.A.

Tampa, FL

JOB DETAILS
SKILLS
Attorney, Check Processing, Employee Benefits, Fiduciary, Legal, Legal Documents, Microsoft Excel, Microsoft Word, Multitasking, Organizational Skills, Presentation/Verbal Skills, Project Tracking, Project/Program Management, Stewardship, Succession Planning, Team Player, Time Management
LOCATION
Tampa, FL
POSTED
3 days ago

The CompanyBush 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, ethical problem‑solvers who bring value to their business. We are committed to providing a “client‑first” culture that emphasizes the care and concern for clients, as well as our employees.The PositionWe are currently growing our Trusts, Estate, and Private Wealth Practice Group! This is a great opportunity for an entry‑level candidate to begin a career in the legal field and join a growing Trusts, Estates, and Private Wealth team and gain exposure to fiduciary matters, family businesses, succession planning, and private wealth administration. This role provides hands‑on experience supporting attorneys who guide families through multi‑generational planning, asset stewardship, and complex estate structures, offering an excellent foundation for a career in private wealth law.This is a full‑time, non‑exempt, on‑site position, Monday through Friday.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 packagesGenerous paid time‑off401k plan with profit sharingFree parkingBush Ross is an EEO employer.RequirementsEssential responsibilities of the position will include:Organizing, tracking, and maintaining original documents and electronic files in PerfectLawRunning conflict checks and assisting with matter intake proceduresScheduling meetings, deadlines, and maintaining attorney calendarsTracking deadlines and the status of tasks and documents requiring action by clients/prospective clientsAssisting with management of multiple projects and milestone tracking.Uploading and downloading client and case‑related documents through online portalsAdministrative operations such as trust deposits, check requests, expense reimbursementsRemitting Bush Ross bills to clients for payment and follow‑upCompiling closing binders and legal documents for transmission to clientsIdeal candidates for this position will possess the following qualifications:Minimum of 1 year of experience in a professional office environmentExcellent written and verbal communication skillsMust be a self‑starter, professional, team player with a pleasant demeanorAbility to work in a fast‑paced environment and adapt quickly to changing prioritiesStrong organizational skills with the ability to manage multiple projects and deadlines simultaneouslyFamiliarity with MS Word, Excel, and OutlookAbility to work overtime if needed#J-18808-Ljbffr

About the Company

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Bush Ross, P.A.