The Siegel Law Group is seeking a highly organized, detail-oriented Legal Assistant to join our Naples team in a hybrid capacity. This position will support our attorneys and legal staff in managing estate planning matters, coordinating client communications, and ensuring legal files progress efficiently from post-intake through completion.
This is a hybrid position requiring in-office attendance at our Naples location every Friday, with additional in-office availability as needed throughout the week. The remaining workdays may be performed remotely, provided all job responsibilities, deadlines, and client service expectations are met.
The ideal candidate is a motivated, dependable professional who can work independently in a remote environment while remaining flexible and available to provide in-person support when needed. Previous experience in estate planning, probate, or a law firm environment is preferred.
Maintain, organize, and update legal files using our CRM and practice management systems, including HubSpot and Clio.
Manage and coordinate estate planning matters from post-intake through completion.
Support attorneys and paralegals with document preparation, coordination, review, and execution.
Monitor case deadlines, assigned tasks, and document statuses to ensure timely progression of client matters.
Perform accurate data entry and maintain organized electronic and physical client files.
Coordinate client appointments, document review meetings, and signing appointments.
Provide in-person support at our Naples office every Friday and on additional weekdays as needed.
Assist with document execution, including serving as a witness and coordinating notarizations when necessary.
Communicate professionally and promptly with clients, attorneys, and other team members via phone, email, and internal communication systems.
Ensure clients receive timely updates and maintain a high standard of customer service throughout the estate planning process.
Maintain strict confidentiality and adhere to all firm policies, procedures, and established workflows.
Collaborate with team members across multiple office locations to ensure consistent operations and client service.
Previous experience in a legal office or law firm preferred, particularly in estate planning, probate, or elder law.
Experience with Clio, HubSpot, or similar legal practice management and CRM systems preferred.
Strong organizational, multitasking, and time-management skills.
Exceptional attention to detail and accuracy.
Excellent written and verbal communication skills.
Ability to independently manage responsibilities, prioritize assignments, and meet deadlines while working remotely.
Comfortable working in a fast-paced, client-focused environment.
Proficiency with Microsoft Office, electronic document management, and virtual communication platforms.
Ability to work both independently and collaboratively with attorneys, paralegals, and administrative staff.
Demonstrated professionalism, dependability, and discretion when handling confidential information.
Must be able to reliably commute to our Naples office every Friday and as needed throughout the workweek.
Work Schedule & Location
Location: Naples, Florida
Work Arrangement: Hybrid – Remote & In-Office
Fridays: Required in-office attendance at our Naples location.
Monday–Thursday: Primarily remote, with additional in-office attendance as needed based on attorney schedules, client appointments, document signings, and operational needs.
Candidates must maintain flexibility to report to the Naples office during the week when requested.