At The Siegel Law Group, P.A., we are dedicated to providing top-tier estate planning, Elder Law, and Probate services to clients. We are a growing, dynamic team committed to excellence and client satisfaction. We are currently looking for a highly organized and detail-oriented Office Assistant to support our administrative and marketing teams.

This position will focus primarily on Seminar and Webinar assistance while playing an essential role in supporting our day-to-day operational needs for such projects. Given the ongoing client interaction required for this role, it is essential for the candidate to demonstrate dynamic, personable, and self-sufficient skills, with the ability to independently manage client relationships effectively.

• Provide general office support, including answering phones, managing emails, greeting clients, and creating great first impressions.

• Assist with scheduling and confirming appointments, seminar and webinar attendance.

• Review attorney calendars (daily) to ensure all relevant elements are present.

• Collect client payments and Schedule client appointments accordingly.

• Provide support to the receptionist role.

• Schedule and coordinate meetings, appointments, and events.

• Perform data entry and maintain accurate client records.

• Assist in the preparation and maintenance of regularly scheduled reports.

• Support various departments within the firm with administrative tasks.

• Support the Marketing Department as necessary.

• Confirm seminar and webinar leads throughout the day- call, text, and email.

• Send reminders to seminar registrants 4, 2, and 1 business day before the seminar.

• Correspondence with a multitude of venue Seminars to ensure all occurs in a smooth and successful manner.

• Coordinate with the seminar venues to verify attendees, food, and AV needs.

• Prep seminar folders and appointment packets (printing & stuffing folders).

• Seminar day setup and takedown of seminars (in-house and offsite events).

• Attendance sheets for all seminars and webinars.

• Assignment and tracking of seminar leads.

• Follow up with registrants and potential new clients who did not attend events.

• Attend seminars and events.

• Prepare seminar supplies for Naples-held seminars.

While the majority of seminars are scheduled during regular business hours (8:30 a.m. to 5:30 p.m.), this position will require attendance at two seminars per month held on Saturdays. Additionally, in rare instances, attendance at an evening seminar or event may be required with advance notice.

Skills & Abilities:

• Proficiency in MS Office (Excel, Word) and Outlook.

• Strong organizational and planning skills.

• Attention to detail and problem-solving ability.

• Ability to work independently and as part of a team.

• Adaptability to changing workloads.

• Excellent written and verbal communication skills.

• Ability to manage event logistics and multitask efficiently.

Qualifications:

• High School Diploma or equivalent.

• Previous experience in an office setting, preferably within a legal environment (although not required).

• Experience in event coordination or seminar management is a plus.

Physical Requirements:

• Ability to lift and move office supplies and equipment as needed.

• Prolonged periods of sitting at a desk and working on a computer.

• Ability to set up and break down event spaces as needed.

The Siegel Law Group is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law.