Job Description

Legal Assistant – Private Client / Estate Planning
Naples, FL | Hybrid | Direct Hire

A respected law firm in Naples is seeking a detail‑oriented Legal Assistant to support its Private Client and Estate Planning team. This role is ideal for someone who thrives in a client‑focused environment, enjoys working with sensitive information, and is comfortable managing a steady flow of administrative and legal support tasks. The firm offers a collaborative culture and values professionalism, accuracy, and proactive communication.

Key Responsibilities

• Provide day‑to‑day administrative and legal support to attorneys within the Private Client and Estate Planning practice.
• Assist with preparing, formatting, and finalizing legal documents such as wills, trusts, powers of attorney, and related materials.
• Maintain case files, organize client information, and support the progression of matters from intake through completion.
• Coordinate schedules, deadlines, and reminders to ensure timely filings and smooth case management.
• Serve as a professional point of contact for clients- handling calls, scheduling meetings, and supporting document signings (virtual or in‑person).
• Manage electronic records, assist with document organization, and support the firm’s internal workflow systems.
• Process billing tasks, expense submissions, and time entry for assigned attorneys.
• Support mail processing, client correspondence, and general office tasks as needed.

Qualifications

• 2+ years of experience in a legal or professional office environment; exposure to estate planning or trusts/estates required.
• Post‑secondary education or legal coursework preferred.
• Strong attention to detail, organization, and follow‑through.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and comfort learning legal software platforms (experience with document management or e‑filing systems is beneficial).
• Ability to manage multiple priorities, work independently, and maintain confidentiality at all times.

Why This Opportunity

• Join a well‑established legal team with a strong reputation in private client services.
• Work in a supportive environment that values professionalism and client service.
• Hybrid work schedule, and strong benefit package offered.