The Phoenix Group is hiring: Legal Secretary in Naples

Base pay range

$40,000.00/yr - $70,000.00/yr

Direct message the job poster from The Phoenix Group

Role

Legal Secretary – Naples, Florida (On-Site, Monday - Friday)

This position provides direct administrative and legal support within a busy office environment. Duties may expand at the discretion of attorneys, the HR and Benefits team, the Office Administrator, or the Managing Partner.

Key Responsibilities

• Provide daily administrative assistance to a team of four Fiduciary Accountants
• Handle a high volume of inbound and outbound emails with accuracy and timeliness
• Communicate with clients regarding scheduling, requests, and documentation
• Arrange client meetings and ensure all necessary files and materials are organized in advance
• Serve as a witness or notary for client signings, or coordinate with external notary services
• Draft, edit, and format correspondence, agreements, and other legal documents
• Prepare and distribute outgoing mail and packages (FedEx, UPS, USPS)
• Organize and maintain client records and document management systems
• Coordinate office calendars and manage scheduling logistics
• Assist with preparation and processing of monthly billing
• Support attorneys and staff with ad hoc projects as assigned
• Keep client and referral contact databases accurate and updated
• Willingness to work overtime when required

Qualifications

• High school diploma or equivalent required; degree in business or related field preferred
• Familiarity with Florida probate procedures, local court systems, e-filing portals, and CSC e-recording (preferred but training available)
• Skilled in Microsoft Office Suite (Word, Excel, Outlook) with exposure to legal software such as iManage, Aderant, Westlaw, Lexis/Nexis, Olympus, GEMS, and ChromeRiver a plus
• Strong organizational skills with a high level of accuracy and attention to detail
• Effective communicator, both verbally and in writing
• Ability to prioritize tasks, manage competing deadlines, and work independently
• Comprehensive benefits package offered
• Position is non-exempt and eligible for overtime pay
• Twenty-five (25) days of paid time off annually
• Standard forty-hour work week

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Senioriy level

Associate

Employment type

Full-time

Job function

Legal and Administrative

Industries

Legal Services and Office Administration

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