Overview
Administrative Assistant – Legal Jobs in Tampa, FL at Slide Insurance
As a Case Manager for our estate planning matters at Duffley Law, you’ll be a key player in keeping our estate planning matters organized and moving forward.
You’ll act as the “quarterback” for our estate planning team, calling out matters that need attention from the legal team while being the first point of contact for clients.
This role is best suited for someone who enjoys organizing things, handling client inquiries, and prioritizing matters for a team.
About Us:
Based in northwest Houston, Duffley Law is an 13-person law firm focusing on probate and estate planning law (with a 5-star rating on Google!).
Our Core Values
Everyone is a potential client.
Work product is king.
It’s better to be slow and accurate than fast and wrong.
We’re the last line of defense.
Responsibilities:
Be the first point of contact for estate planning clients while they are engaged to the firm
Serve as the bridge between the intake team and the legal team
Answer client questions regarding matter status and relay technical legal questions to legal team
Communicate with associates, paralegals, and legal assistants to prioritize matters for completion and identify higher priority issues
Organize matter files and ensure relevant data and documents are in order
Improve systems, templates, and automations for maximum efficiency.
Assist in matter preparation and completion, including organizing signings, video and phone calls, requesting additional funds when required, and completion of intake forms.
Handle client inquiries and provide general assistance while maintaining a high level of professionalism.
Ask for feedback from clients and encourage them to leave positive reviews
Qualifications:
Obsession with meeting deadlines and maintaining standards
Familiarity with legal terminology, estate planning, and document management systems (especially Clio).
Familiarity with Lexis.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Strong organizational skills and the ability to manage multiple tasks with precision.
Excellent verbal and written communication skills.
Ability to work independently and collaboratively in a fast-paced environment.
High level of discretion and confidentiality when handling sensitive legal matters.
Familiarity and/or strong interest with estate planning.
Compensation:
$50,000 salary
401(k)
Unlimited PTO
Why Join Our Team:
We are excited to welcome a new Case Manager who is eager to help keep our estate planning matters organized and make a meaningful impact on our clients’ lives. This is a start up environment with lots of room for growth!
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
401(k)
Paid time off
Work Location: Hybrid remote in Houston, TX 77064
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Title: Administrative Assistant – Legal
Company: Slide Insurance
Location: Tampa, FL
