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

Posted 2 Days Ago
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Tampa, FL, USA
In-Office
Entry level
Professional Services • Real Estate • Design • Manufacturing
The Role
This entry-level role supports attorneys in Trusts, Estates, and Private Wealth matters, involving document organization, client communications, and deadline management in a fast-paced legal environment.
Summary Generated by Built In

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

Skills Required

  • 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
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The Company
132 Employees
Year Founded: 1981

What We Do

Bush Ross, P.A. is a full-service law firm offering a wide range of legal services including banking and finance, mergers and acquisitions, litigation, corporate law, real estate, and tax legal services. They focus on commercial litigation and commercial transactions, aiming to provide superior legal services and adopt clients' problems as their own.

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