Legal Assistant (Estate Planning) in Vero Beach, Florida at Dean Mead

Summary:

For over 40 years, Dean Mead has been providing exceptional legal services to businesses and individuals across Florida. Dean Mead is seeking a full-time Legal Assistant, based out of our Vero Beach office’s Estate Planning practice.

This position offers excellent growth opportunities for those looking to develop their career in the legal field. The ideal candidate will be self-motivated and excited to collaborate with an experienced team of legal professionals.

We offer a professional environment with a competitive compensation and benefits program.

Duties and Responsibilities:

The Legal Assistant will be primarily responsible for supporting attorneys with administrative tasks, such as:

• Maintain paper and electronic files in compliance with firm policies utilizing the firm’s document management system.
• Format and proofread correspondence, memos, and other legal documents from written and/or dictated attorney drafts.
• Schedule and calendar client meetings, as well as monitor attorney calendars.
• Submit billing entries, as well as expense reports.

Additionally, a portion of this position’s time will be spent on hybrid billable duties, such as:

• Draft and file pleadings for summary, formal and ancillary administrations.
• Draft and file probate documents such as petitions, inventories, and accountings.
• Manage estate inventories and ensure accurate documentation of assets and liabilities.
• Prepare estate and gift tax returns.
• Organize and maintain case files, oversee case calendars, and monitor crucial deadlines.
• Assist Attorneys and Paralegals with administrative tasks as needed.

Qualifications:

To perform this job successfully, an individual must be able to perform the Duties and Responsibilities above satisfactorily and meet the requirements below. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job. If you need such an accommodation, please contact Dean Mead Human Resources.

Other Skills and Abilities:

• Must possess a working knowledge of Florida probate and trust laws.
• Ability to manage shifting priorities.
• Highly detail oriented and organized.
• Excellent interpersonal and communication skills.

Education and Experience:

• Minimum of 3+ years’ relevant experience within an estate planning practice area (Required).
• Proficient in Microsoft Office Suite and PDF (Required). Experience with legal management softwares, such as iManage and Surepoint (Preferred).

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Work Environment:

• This position reports to work in-person at our Vero Beach office.

Other:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.