Overview

Estate Planning Administrative Assistant Jobs in Naples, Florida, USA at LHH

Are you an experienced administrative assistant with a background in estate planning? Our client is seeking a dedicated Estate Planning Administrative Assistant to join their Corporate Trust & Estates

Group in Naples.

Role **

Estate Planning Administrative Assistant

Naples

Minimum 5+ years in a similar role

Provide administrative assistance to attorneys, ensuring high standards of efficiency and professionalism

Cultivate client relationships by becoming familiar with cases and matters

Maintain calendars, schedule meetings, and make travel arrangements

Create and edit correspondence, memoranda, and other documents

Handle copying, faxing, scanning, and preparing documents for mailing/delivery

Familiarity with electronic filing procedures and documentation for various courts and entities

Open new client files, maintain current files, and organize files for off-site storage

Enter daily timekeeping, edit monthly billing memoranda, and prepare expense reports

Maintain client contact information and prepare mailing lists/labels for firm-sponsored events

Assist other legal administrative assistants as needed

**

High school education or equivalent office work experience

Proficient with Microsoft Office suite

Familiar with Trust & Estates documents

Attention to detail and excellent organizational skills

Strong interpersonal skills and professional demeanor

If you have a strong work ethic and are looking to join a firm where employees thrive, apply now to be part of a team that values excellence and professionalism

Title: Estate Planning Administrative Assistant

Company: LHH

Location: Naples, Florida, USA

Category: Administrative/Clerical (Office Administrator/ Coordinator)

 

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