Plona Partners is hiring: Trust & Estates Legal Secretary in Bonita Springs

Firm Ranking: AmLaw100 Firm

Location: Bonita Springs, FL

Position: Legal Secretary (Trust & Estates)

Target Salary: $60,000 - $80,000 with Overtime and Bonus eligibility

Onsite Logistics: Hybrid

Essential Functions

• Create, edit, format and proofread documents.
• Prepare legal documents for e-Filing and filing via PACER.
• Communicate to and on behalf of the attorneys using firm technology.
• Prepare new client matter request packets and coordinate approval; coordinate conflict search processes; and prepare retainer letters.
• Review proformas and edit bills according to client billing arrangement.
• Enter, track, and coordinate new client/matter information.
• Edit and coordinate client pitches with Marketing Department.
• Maintain InterAction and/or Extranet data.
• Maintain and monitor attorney calendars.
• Coordinate and/or book travel arrangements.
• Prepare, track, and maintain attorney expenses in Chrome River.
• Organize and coordinate conference calls and client meetings.

Skills/Qualifications

• 5+ years of legal secretarial or assistant experience , specifically in Trusts and Estates.
• Associates degree preferred; Notary Public is a plus.
• Experience in a legal environment or professional services preferred.
• Ability to draft correspondence.
• Ability to read, create, proofread and transcribe documents.
• Proficient in Microsoft Suite (Word, Excel, Outlook, Teams), Chrome River, InterAction, and Carpe Diem.