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Legal Assistant – Private Wealth

Jones Foster is seeking an experienced Trust & Estates Legal Assistant to join our West Palm Beach office. This position will provide administrative support to Private Wealth attorneys and paralegals with a high volume workload. The ideal candidate is an organized, detail-oriented administrative professional who possesses excellent oral and written communication skills and the ability to work independently in a fast-paced legal environment.

Responsibilities include but not limited to:

  • Preparing and drafting legal documents such as probate pleadings, documents for trust and estate administration matters, engagement letters, memos, new matter intake, etc.
  • Experience with e-filing and various court filing systems, including filing pleadings and recording documents with the courts.
  • Establishing and maintaining paper and electronic files in compliance with firm policies utilizing the firm’s document management system.
  • Scheduling, calendaring, time entry, billing, and transcribing dictation.
  • Assist attorneys in all stages of case from inception to resolution.
  • Assists with the preparation of estate planning binders.
  • Other duties as assigned or needed.

Required Skills/Abilities:

  • Excellent verbal, written, and communication skills are needed to draft and proofread. Must have a demonstrated ability to interact with a diverse set of people in an open and friendly manner.
  • Knowledge of probate flow and the documents filed at various states of probate proceedings.
  • Knowledge of court procedures and understanding of basic legal terminology.
  • Must be highly organized and detail-oriented to handle high volume workload.
  • Strong attention to detail, initiative and follow-through required.
  • Ability to effectively balance assignments and workflow from multiple attorneys.
  • Ability to perform tasks utilizing legal software such as document management and time entry systems. Experience in PerfectLaw is a plus.
  • Proficiency with multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs).
  • Ability to maintain confidentiality.

Education and Experience:

  • High School Diploma or equivalent
  • Minimum 5+ years of experience in a legal environment or law firm

Jones Foster provides a team-oriented working environment with a competitive salary and excellent benefits. This is a 36.25 hour per week position. Submit resume and salary requirements to Tammy Anton, Human Resources Manager at tanton@jonesfoster.com. EOE

Paralegal – Private Wealth

Jones Foster is seeking an experienced Paralegal to join our West Palm Beach office. The ideal candidate will have strong decision-making capabilities, a high level of independent judgment, and exceptional communication and interpersonal skills. The candidate will be an organized, detail-oriented professional who possesses the ability to work independently in a fast-paced legal environment.

The paralegal provides guidance and assistance to attorneys and other parties, internally and externally, with respect to general legal matters affecting Jones Foster, P.A. The paralegal is responsible for managing a large and diversified workload in support of attorneys and clients that require a good understanding of the organization and its business needs. Under general direction, the paralegal completes work at an advanced level with most work requiring limited attorney revision. The paralegal in this role will focus on general law matters and business practice areas involving private wealth, trust & estates, and corporate tax.

Responsibilities include but not be limited to:

  • Meet with attorneys, clients, and other professionals to discuss assigned cases or projects.
  • Draft legal documents, including routine pleadings and motions, affidavits, and interrogatories, file motions and pleadings according to judicial procedures.
  • Researches and analyzes statutes, regulations, legal articles, judicial decisions, and other legal sources; provide written analysis to attorneys.
  • Interviews clients and witnesses and prepares summaries of their statements.
  • Prepares, organizes, stores, and retrieves case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items.
  • Assists attorneys with trial preparation, which may include attending trials and hearings.
  • Develops and maintains records regarding billable hours spent on specific cases.
  • Performs other related duties as assigned.

Required Skills/Abilities:

  • Excellent verbal and written communication skills.
  • Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.
  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Strong analytical and problem-solving skills.
  • Ability to function well in a high-paced and at times stressful environment.
  • Ability to maintain confidentiality, and exercise discretion and good judgment.
  • Proficient with Microsoft Office Suites or related software

Education and Experience:

  • Bachelor’s degree from an American Bar Association (ABA) approved paralegal educational program or a four-year degree and a paralegal certificate from an (ABA) certified program are preferred.
  • Demonstrate solid knowledge in one or more areas of law and its processes.
  • Knowledge of trust & estates and corporate tax practices is a plus.
  • Three (3) years of prior paralegal, relevant legal experience.
  • Associate degree in Paralegal Studies or related field required with six (6) years of paralegal or relevant legal experience and a paralegal certificate required.

Jones Foster provides a team-oriented working environment with a competitive salary and excellent benefits. This is an exempt-level position. Submit resume and salary requirements in confidence to Tammy Anton at tanton@jonesfoster.com