Trust and Estate Legal Administrative Assistant

The Orlando office of an AmLaw 100 law firm seeks an Administrative Assistant that has experience working with a team of Trust and Estate legal professionals by supplying exceptional legal and administrative support by anticipating needs, and being an active team player.

The ideal candidate will have experience in a legal environment and stellar administrative support skills. You will be working directly with attorneys on a variety of tasks, including: meeting with clients, trustees, and family members, as well as communicating with beneficiaries; drafting correspondence and estate planning documents; preparing deeds, asset spreadsheets, probate pleadings,  preparing valuation of assets; inventories, asset allocation agreements, asset transfer documents, etc.; and disseminating information from bank, brokerage, and other financial institutions.

This role will handle running conflict checks, opening new client/matter engagements, and setting up billing requirements for clients. Prior work in document editing, formatting, engaging regulatory agencies and aiding with transactional services is preferred.

The ideal candidate will have a minimum of 5 years Trust and Estates legal experience. Microsoft Office Suite (Outlook, Excel, and Word), the ability to learn and utilize technology, experience in a document management system, billing software system and strong diligence when reviewing documents is a must. Your knowledge base includes familiarity with all the following: probate process and rules, use of probate forms, etc.; federal estate tax returns and gift tax returns; local court rules and procedures; and Wealth Transfer Planning Software

With more than 1,000 attorneys, policy advisors, e-discovery professionals, and other business professionals across offices in California, Colorado, the District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New York, Pennsylvania, Tennessee, Texas, West Virginia, and throughout North Carolina and South Carolina, Nelson Mullins has strong roots in the business community and an appreciation for new directions in the business world.