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

Description

The Company

Bush 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 Position

We 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 packages 

• Generous paid time-off

• 401k plan with profit sharing

• Free parking 

Bush Ross is an EEO employer.

Requirements

Essential responsibilities of the position will include:

• Organizing, tracking, and maintaining original documents and electronic files in PerfectLaw

• Running conflict checks and assisting with matter intake procedures

• Scheduling meetings, deadlines, and maintaining attorney calendars

• Tracking deadlines and the status of tasks and documents requiring action by clients/prospective clients

• Assisting with management of multiple projects and milestone tracking.

• Uploading and downloading client and case-related documents through online portals

• Administrative operations such as trust deposits, check requests, expense reimbursements

• Remitting Bush Ross bills to clients for payment and follow-up

• Compiling closing binders and legal documents for transmission to clients

Ideal candidates for this position will possess the following qualifications:

• Minimum of 1 year of experience in a professional office environment

• Excellent written and verbal communication skills

• Must be a self-starter, professional, team player with a pleasant demeanor

• Ability to work in a fast-paced environment and adapt quickly to changing priorities

• Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously

• Familiarity with MS Word, Excel, and Outlook

• Ability to work overtime if needed