Probate Assistant Job at Ultimate Staffing, Largo, FL

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  • Ultimate Staffing
  • Largo, FL

Job Description

Position Overview

Ultimate Staffing Services is seeking a dedicated Probate and Real Estate Assistant to join their client's reputable firm in Largo. This family-run firm has been trusted legal advisors since 1953, providing comprehensive estate planning to protect families during times of transition. The firm seeks an individual who will support both the Probate and Real Estate Departments, ensuring the smooth execution of probate processes and residential real property sales transactions. While prior experience in a law firm is not required, candidates with experience in a real estate practice, title company, or probate law firm are encouraged to apply.

Responsibilities

  • Drive Probate and Real Estate files to meet timelines and billing milestones.
  • Prepare court pleadings, letters, and other documents for the probate and trust settlement process with a strong understanding of FL court procedures.
  • Open real estate files, input data, and prepare closing documents for attorney review.
  • Process and maintain probate and real estate files in an orderly fashion, update office databases, and archive files.
  • Welcome buyers, sellers, and other parties arriving at the office, answer real estate line calls, and communicate effectively with all parties involved in transactions.
  • Order and review title searches and commitments, prepare documents to satisfy title requirements.
  • Prepare contracts for sale, documents for closings, and other real estate transactions; record instruments and deliver title policy paperwork to appropriate parties.
  • Prepare 1099s at year-end and submit electronically to the IRS, track and complete title insurance commissions.
  • Attend Probate and Real Estate educational seminars.
  • Prepare and type letters and other general correspondence for attorneys as needed.
  • Answer telephone calls and provide answers or direct the call to the appropriate team member.

Personal Skills

  • Problem-solving, analytical, and research skills.
  • Detail-oriented with strong organizational and time management skills.
  • Ability to handle a variety of assignments simultaneously.
  • Motivated self-starter with a positive attitude.
  • Willingness to work both independently and as part of a team.
  • Excellent communication skills - written and oral.
  • Strong knowledge of MS Office applications, including Word, Excel, Outlook, and PowerPoint, with a strong ability to learn other systems/programs.
  • Advanced Adobe Acrobat skills.
  • Experience with client service and customer interaction is a priority.
  • Ability to move and access file storage boxes.

Qualifications

  • High school diploma from an accredited institution; Paralegal Degree/Certificate is a plus.
  • Minimum of 2+ years of experience in Real Estate or Trusts and Probate.
  • Professional experience (3+ years required).
  • Real Estate Title and Closings experience (preferred).
  • Experience with Microsoft programs including Word, Excel, Access, Dynamics, and SharePoint.
  • Ability to do internet research and search public records.
  • Availability for overtime as needed or required.

Required Work Hours

Monday - Friday, full-time onsite in the Largo office.

Benefits

  • Health Insurance
  • PTO
  • Paid Holidays
  • 401K with match

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Job Tags

Holiday work, Full time, Local area, Monday to Friday,

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