Legal Assistant (Intake & Scheduling)

About the Role

Dean Mead, a full-service Florida Business law firm, is seeking a full-time Legal Intake & Scheduling Assistant to support our Estate Planning practice. This on-site position is based in our Vero Beach, Florida office and offers the opportunity to join a collaborative legal team where professionalism, exceptional client service, and attention to detail are valued.

Responsibilities

• Provide administrative support to attorneys and legal professionals.
• Coordinate attorney schedules, consultations, meetings, and client communications.
• Conduct client intake interviews and gather information to facilitate attorney consultations.
• Prepare, format, proofread, and revise correspondence, legal documents, and other client materials.
• Assemble, organize, print, and prepare client files and closing/signing packets for meetings and document executions.
• Maintain accurate electronic and physical client files using the firm's document management systems and established procedures.
• Handle sensitive client and firm information with the highest level of professionalism and confidentiality.
• Assist with additional administrative, reception, and office support projects as assigned.

Requirements

• Prior experience supporting multiple attorneys in a law firm environment strongly preferred.
• Proficiency with Microsoft Office applications, including Word, Outlook, and Excel, along with PDF editing software required.
• Florida Notary Public commission is a plus.
• Experience using document management or legal practice management software is advantageous.
• Strong keyboarding and document formatting skills.
• Ability to prioritize competing deadlines with minimal supervision.
• Excellent verbal and written communication skills.
• Exceptional attention to detail and organizational skills.