- Performs substantive legal support work for supervising Attorneys. Drafts/prepares documents such as correspondence, form letters and memos and manages department files. Enters financial data in Practice Manager database as required. Reviews files for closure. - 35%
- Audits estate/trust accountings for accuracy. Prepares Excel spreadsheet, reflecting all items including distribution to SHC, and enters financial data into Practice Manager. Investigates and reports inaccuracies to Attorneys. Reviews wire transfer and setup confirmations. Provides additional support to Attorneys as requested. - 20%
- Provides the Finance Department with all information and documentation to record assets received through the Legal Department in the Finance Department's custodial files. Reviews status of trust and estate files, prepares detailed memo flowcharting trust distribution plan and summarizes the issues and the status of files for Attorneys' review. - 10%
- Oversees proper entry and recordation of various types of information in department's electronic file system and paper files. Scans documents into the Practice Manager database as needed. Maintains accurate workflow notes regarding timeline status. Updates follow-up as necessary. - 20%
- Estate and
- 4 or more years of legal experience in estate planning, trusts and estates preferred
- 4 years of real estate experience preferred
- Experience with trust and estate accounting preferred
- Proficiency in PGCalc, or similar Planned Giving software program, preferred
- Experience operating a 10-key calculator preferred
- Experience transcribing dictation preferred
- Legal research experience preferred
- Associate's Degree in Paralegal Studies preferred
- Florida Registered Paralegal preferred
- Knowledge of probate and estate administration, real estate transactions, estate planning, and charitable trusts.
- Proficiency in MS Office, including MS Word
- Works well in a team environment.
-
Legal Assistant/paralegal-real Estate
4 days ago
hrEdge Consulting Tampa, United States**Bernhardt Riley Attorneys at Law** is a boutique law firm serving the Tampa Bay and Northwest Florida areas. The firm's practice includes criminal defense, debt defense, real estate litigation, business litigation, and personal injury. · Bernhardt Riley is committed to providin ...
-
Region Real Estate Paralegal
1 week ago
D.R. Horton, Inc. Tampa, United StatesD.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. T ...
-
Commercial Real Estate Paralegal
1 week ago
Gunster Law Firm Tampa, United StatesJob Description · Job DescriptionLocated in Tampa, FL · Gunster seeks an experienced Commercial Real Estate Paralegal in its downtown Tampa office. · Responsibilities include: · Coordinating due diligence · Reviewing titles and surveys · Drafting and reviewing purchase, sale and ...
-
Legal Assistant/Paralegal-Real Estate
5 days ago
hrEdge Consulting Tampa, United StatesJob Description · Job DescriptionSalary: $50,000-$65,000/year · Bernhardt Riley Attorneys at Law is a boutique law firm serving the Tampa Bay and Northwest Florida areas. The firm's practice includes criminal defense, debt defense, real estate litigation, business litigation, and ...
-
Legal Assistant
2 weeks ago
San Rafael Tampa, United StatesWe are seeking Paralegals and Legal Assistants with expertise in Commercial or General Litigation within Real Estate, Corporate, and Tax Law to join our dynamic team. · This role is perfect for those who thrive in fast-paced environments and is committed to providing high levels ...
-
Paralegal
3 weeks ago
AppleOne Employment Services Tampa, United StatesWe are currently hiring for 4 Paralegal opportunities in the Tampa area. · Commercial Real Estate (Hybrid( · Employment and Labor (Hybird) · Medical Malpractice (Defense) · Corporate Paralegal · Paralegal · The established defense litigation firm seeking an experienced full-time ...
-
Paralegal
3 weeks ago
Lieser Skaff Tampa, United StatesJob Summary · Lieser Skaff is a law firm specializing in real estate and business law. We are currently seeking an experienced paralegal to join our growing team. Our firm offers a friendly and engaging culture, and this is an exceptional opportunity to become a part of an amazin ...
-
Paralegal
1 week ago
Brewer Morris Tampa, United StatesLitigation Paralegal - Tampa, FL - Up to 65,000 - Litigation/Insurance Defense Experience Preferred · Our client, a growing real estate firm located in Tampa, FL is actively looking for a Paralegal to join their growing practice · Job Duties: · Litigation, Insurance Defense, Esta ...
-
Paralegal
5 days ago
Brewer Morris Tampa, United StatesExciting Paralegal Opportunity in Tampa, FL · Join a premier law firm in Tampa, Florida, specializing in defending employers, business entities, and insurance carriers. With a diverse practice that includes labor and employment, workers' compensation, commercial litigation, and e ...
-
Paralegal
1 week ago
Binnall Law Group Tampa, United StatesBinnall Law Group is looking for an experienced paralegal highly skilled in legal writing, documenting, researching, and composing legal documents. As a paralegal working for our firm, you will assist our attorneys in their cases by coordinating with clients, obtaining case-relev ...
-
Paralegal Legal Assistant
2 weeks ago
Rosenkranz Law Firm Tampa, United StatesJob Description · Job DescriptionThe primary role of an Elder Law Paralegal involves the preparation of documents that outline clients' assets, income sources, and various legal documents essential for Estate Planning and establishing Medicaid eligibility. This role encompasses t ...
-
Receptionist/legal Assistant
4 days ago
Michael T. Heider, PA. Clearwater, United States_Law Office Administrative Assistant _ · **Administrative Assistant** · - Answer telephones, take appropriate messages and deliver same to attorney and /or paralegal and greet clients in a pleasant and professional manner. · - Draft and prepare estate planning documents under att ...
-
Commercial Real Estate Lending Associate
3 weeks ago
Trenam Law Tampa, United StatesTrenam Law has a need for a Commercial Real Estate Lending Associate and is seeking candidates with 4+ years of legal experience for an associate position in the firm's real estate practice, to be located in our St Petersburg office. Will work with lenders to manage all phases of ...
-
Associate Attorney
2 weeks ago
Berlin Patten Ebling Tampa, United StatesJob Description · Job DescriptionAre you a recent law school graduate looking to work with experienced attorneys and paralegals who will give you opportunities to further your legal career? If so, we are looking for you Our firm is hiring an associate attorney who will support us ...
-
Client Services Manager
3 weeks ago
Franklin Street Tampa, United StatesFranklin Street is currently seeking a Client Services Manager to join our team in Tampa, FL. · The ideal candidate must possess 3-5+ years of administrative experience or a Bachelor of Science or Bachelor of Arts. Professional level proficiency in computer skills including MS Of ...
-
Paralegal
5 days ago
JRG Partners Tampa, United StatesJob Description · Job DescriptionStellar Paralegal Opportunities - Premier Higher Paying Law Firms in the Tampa area and throughout Florida Looking for you · Company: JRG Partners – Top Florida Executive Legal Search Firm · Location: Tampa, FL as well as National and all FL base ...
-
Real Estate Attorney
1 week ago
Ascension Global Staffing & Executive Search Tampa, United StatesJob Description · Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is d ...
-
Paralegal, Investment Management
2 weeks ago
Jobot Tampa, FL, United StatesNational Insurance Services Firm Seeks Corporate Paralegal to Join Growing Team $$$ 99% Remote Work, Great Benefits, and Amazing Team · Our client is a National Insurance Services company that has a focus on Casualty and Property Insurance. They have a competitive salary base, in ...
-
Client Services Manager
2 weeks ago
Franklin Street Tampa, United StatesFranklin Streetis currently seeking a Client Services Manager to join our team in Tampa, FL. · The ideal candidate must possess 3-5+ years of administrative experience or a Bachelor of Science or Bachelor of Arts. Professional level proficiency in computer skills including MS Of ...
-
Client Services Manager
1 week ago
Franklin Street Tampa, United StatesFranklin Streetis currently seeking a Client Services Manager to join our team in Tampa, FL. · Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. · The ideal candidate must possess 3-5+ years of administrat ...
Paralegal Estates - Tampa, United States - Shriners Childrens Hospital
Description
Company OverviewShriners Children's is a family that respects, supports, and values each other. We are engaged in providing excellence in patient care, embracing multi-disciplinary education, and research with global impact. We foster a learning environment that values evidenced based practice, experience, innovation, and critical thinking.
Our compassion, integrity, accountability, and resilience defines us as leaders in pediatric specialty care for our children and their families.
Job Overview
Shriners Children's is the premier pediatric burn, orthopaedic, spinal cord injury, cleft lip and palate, and pediatric subspecialties medical center.
Responsibilities
The Paralegal - Estate & Trust provides support and assistance to all Attorneys involved in the Estate & Trust practice group, and in monitoring Shriners Hospitals for Children's (SHC) interest in estates, gifts and trusts.
The Paralegal - Estate & Trust provides backup support and assistance to all Attorneys who prepare and review Agreements for the Boards and other departments.
POSITION RESPONSIBILITIES:
Trust Matters:
Initiates calls to Courts, Attorneys, Financial Institutions, etc. as necessary to obtain estate and trust administration information. Participates in conference calls as requested by Attorneys to assist in resolving discrepancies or problems. - 15%
Qualifications
Experience Required/Preferred:
Education Required/Preferred:
Knowledge, Skills & Abilities: