Careers | Medina Law Group

LEGAL JOB POSTINGS

CAREERS

LEGAL ASSISTANT / PARALEGAL - BUSINESS & ESTATE PLANNING

Medina Law Group, P.A. is seeking a personable and conscientious Legal Assistant or Paralegal in the areas of business and estate planning who desires to work in an encouraging, team-focused atmosphere. At our busy, boutique firm, this employee is entrusted with managing confidential client information and providing optimal customer service. Candidate must be detailed and organized, with good work ethic. Bilingual (English/Spanish) abilities preferred, but not required.

VISIT.

402 S. Kentucky Ave.
Suite 600
Lakeland, FL 33801

PAY.

CONNECT.

(863) 682-9730
info@medinapa.com

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design)
in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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LEGAL ASSISTANT / PARALEGAL - BUSINESS & ESTATE PLANNING

Reference checks, background screening, and credit checks are conditions for Offer of Employment.

TO APPLY:

Please submit the following documents to info@medinapa.com:

Resume
Cover Letter (Applications without a cover letter will not be considered)

RESPONSIBILITIES:

Manage private and sensitive information in strict confidence.
Organize and proactively manage case files with particular attention to deadlines.
Review client questionnaires and correspond with clients to obtain missing information.
Initial data entry, ensuring completeness and accuracy, in preparation for drafting.
Draft legal documents (such as advance directives, deeds, EIN applications, corporate meeting minutes, and business organization documents) and letters at the direction of the attorney. Includes proofreading, standardizing formatting, inserting tables of contents and authorities, confirming accurate personally identifiable information, and ensuring consistency with legal requirements.
File documents with the relevant agency (State of Florida, Clerk of Court) and maintain current knowledge of filing requirements.
Conduct factual and legal research.
Develop presentation / illustration materials and templates.
Manage own and attorney’s calendars as related to assigned clients and case filing schedules. Coordinate appointments, including all correspondence and logistics necessary.
Ensure attorney is adequately prepared for upcoming appointments.
Participate in client meetings and serve as Witness for signings.
Assist clients with trust funding.
Ensure all clients’ billing and reimbursable expenses are recorded within 24 hours of the billable activity and assist attorney with the same.
Draft and review client invoices, track billing progress in relation to client engagement, and determine appropriate retainer requests.
Maintain documents and databases, adhering to internal protocols for safe handling of documents, client file management, and communication procedures.
Administrative duties such as answering phones, correspondence, scanning / filing, receiving payments, and greeting clients.

QUALIFICATIONS:

Excellent attention to detail and confidential integrity.
Professional written and verbal communication skills, including proper English grammar usage. (Should be demonstrated in applicant’s cover letter.)
Familiarity with business entity structures and standard corporate documents.
Strong customer service skills to interact with potential and existing clients.
Accurately process a variety of tasks and high volumes of work, employing observation and reasoning.
Independent judgment is required to plan, prioritize, and organize diversified workload.
Effective time management, organization, and task flexibility.
Proficient interpersonal skills, with the ability to work well in a team environment.
Effectively resolve problems through independent and collaborative means.
Comfortable with Microsoft Office (Outlook, Word, Excel, SharePoint) and a general aptitude for learning new software.
Associate degree or equivalent certification.

PREFERRED QUALIFICATIONS:

Experience using Clio and/or Asana.
Bilingual (English/Spanish) – Fluent in English with Conversant proficiency in Spanish; able to confidently converse verbally at a minimum intermediate level in both languages.
Diploma or emphasis in Business.
Florida Certified Notary Public.

EMPLOYMENT DETAILS:

Location: Lakeland, FL
Work Hours: Monday – Friday 8:00 AM – 5:00 PM; 1-hour lunch break at 12:00 PM (Noon)
Compensation: Hourly; $17 – $19 per hour based on relevant legal experience
Employment Type / Classification: Full-time / Nonexempt
Benefits: 80 hours paid time off plus 13 paid holidays (including employee’s birthday), monthly bonus structure, 401(k) matching up to 4%, group health insurance with 76% employer-supplemented premium, short-term and long-term disability insurance with employer-paid premium, discount on firm’s legal services, reserved covered parking, and opportunity to work remotely two days per week.

Company Culture: While we understand perfection to be unattainable, we do strive for excellence in every area of our lives. As such, a personal commitment to maintaining a high level of integrity, ethics, and professionalism is expected as well as accepting responsibility for inevitable mistakes. We are dedicated to treating all individuals with care, respect, and dignity. We also expect to receive the same treatment in our work relationships. We will not tolerate disrespect from or toward the members of our team. While we each have goals to reach and tasks to accomplish, we strive to remember the humanness of those with whom we interact.

Practice Areas: Medina Law Group, P.A. serves clients in estate planning, probate, guardianship, trust administration, elder law, asset protection, tax planning, and business planning.

EXECUTIVE ASSISTANT

Medina Law Group, P.A. is seeking a personable and dedicated Executive Assistant to the Senior Attorney who desires to grow in an encouraging, team-focused atmosphere. Working at our busy, boutique firm, the Executive Assistant can expect to be entrusted with managing confidential client information and providing optimal customer service. Candidate must be detailed and organized, with good work ethic. Bilingual (English/Spanish) abilities required.

TO APPLY:

Please submit your resume and a professional cover letter explaining why you are best suited for this position to info@medinapa.com.

Reference checks, background screening, and credit checks are conditions for Offer of Employment.

RESPONSIBILITIES:

Manage private and sensitive information in strict confidence.
Assist the Senior Attorney in managing workflow priorities and addressing correspondence.
Proofread legal documents and correspondence.
Track and enter Senior Attorney’s hourly billing.
Prepare invoices for attorney review. Receive payments and assist in collection efforts.
Assist with greeting visitors, scheduling appointments, and answering phones.
Maintain documents and databases, adhering to internal protocols for safe handling of documents, client file management, and communication procedures.
Assist with organizing and attending marketing and firm social events.
Serve as backup to Firm Administrator for QuickBooks / Payroll processes.
Administrative duties such as making copies, scanning, and filing.

QUALIFICATIONS:

Minimum 2 years’ experience as an Administrative Assistant.
Bilingual (English/Spanish) – Fluent in English with Conversant proficiency in Spanish; able to confidently converse verbally at a minimum intermediate level in both languages.
Professional written and verbal communication skills, including proper English grammar usage. (Should be demonstrated in applicant’s cover letter.)
Flexibility to maintain or adjust routines as needed.
Excellent attention to detail and confidential integrity.
Strong customer service skills to interact with potential and existing clients.
Proficient interpersonal skills, with the ability to work well in a team environment.
Effectively resolve problems through independent and collaborative means.
Accurately process a variety of tasks and high volumes of work, employing observation and reasoning.
Independent judgment is required to plan, prioritize, and organize diversified workload.
Effective time management, organization, and task flexibility.
Comfortable with Microsoft Office (Outlook, Word, Excel, SharePoint), QuickBooks Online, and a general aptitude for learning new software.
Minimum high school diploma / GED.

PREFERRED QUALIFICATIONS:

Experience as an Executive Assistant.
Experience using Clio and/or Asana.
Florida Certified Notary Public.

EMPLOYMENT DETAILS:

Location: Lakeland, FL
Work Hours: Monday – Thursday 7:30 AM – 5:30 PM; 1-hour lunch break at 12:00 PM (Noon); Friday 8:00 AM – 12:00 PM (Noon)
Compensation: Hourly; $17 per hour
Employment Type / Classification: Full-time / Nonexempt
Benefits: Paid time off and holidays, bonus pay, 401(k) matching, group health insurance with employer-supplemented premium, short-term and long-term disability insurance with employer-paid premium, discount on firm’s legal services, and reserved covered parking.

CORE COMPETENCIES:

While we at Medina Law Group, P.A. understand perfection to be unattainable, we do strive for excellence in every area of our lives. As such, a personal commitment to maintaining a high level of integrity, ethics, and professionalism is expected as well as assuming responsibility for inevitable mistakes. The ideal candidate will also possess a positive, proactive disposition with an eagerness to learn and accept new challenges.

Practice Areas: Medina Law Group, P.A. serves clients in estate planning, elder law, asset protection, probate, guardianship, trust administration, tax planning, and business planning.

THE ASSOCIATE ATTORNEY

Medina Law Group, P.A. is seeking an ambitious, entrepreneurial, and disciplined Associate Attorney desiring to grow in the practice areas listed below. The successful candidate will demonstrate characteristics consistent with the firm’s mission of developing better legacies by caring well for our clients and their families through active listening, genuine compassion, and thoughtful representation.

Focusing on mentorship and developing partner-quality attorneys, the Associate Attorney will work closely alongside an AV Rated and Florida Bar Board Certified Wills, Trusts and Estates Attorney and benefit from his 25 years of experience. Working at our busy, boutique firm, the Associate Attorney can expect to begin meeting with clients shortly after hire and be entrusted with high-level planning assignments. The position is full-time with a competitive benefit and incentive-based salary package.

RESPONSIBILITIES:

• Manage legal documentation and correspondence in strict confidence
• Identify and assess issues, evaluate risk, conduct research, and provide legally sound
recommendations to clients and staff
• Analyze and interpret laws, rulings, and regulations
• Draft and review legal documentation
• Review IOTA account bank statements
• Participate in networking initiatives to create and maintain client relationships
• Effectively communicate complex materials in an easily understood manner
• Ensure all clients’ billing and reimbursable expenses are recorded within 24 hours of the
billable activity.

QUALIFICATIONS:

• Florida Bar License
• LL.M. in taxation, estate planning, or elder law a plus
• 1-3 years’ experience in specific areas of legal practice provided by Medina Law Group,
P.A. Preference given to elder law and estate planning.
• Excellent attention to detail and confidential integrity
• Proficient interpersonal and communication skills, with a focus on team success
• Comfortable interacting with a variety of clients; relational personality to create and
maintain positive client rapport
• Effective time management, organization, and task flexibility. Ability to manage several
on-going projects simultaneously.
• Effectively resolve problems through independent and collaborative means
• Comfortable with Microsoft Office (Outlook, Word, Excel, SharePoint) and a general
aptitude for learning new software. Additional experience in Clio, West Law, Wealth
Counsel / Elder Counsel, and/or Asana preferred.
• Bilingual preferred (English and Spanish)

THE FIRM

Medina Law Group, P.A. practices in the areas of elder law, estate planning, asset protection,
probate, guardianship, trust administration, tax planning, and business planning. Recognizing
that documents do not solve problems, the firm encourages creativity and a comprehensive
approach to serving the client’s best interest.

While we at Medina Law Group, P.A. understand perfection to be unattainable, we do strive for
excellence in every area of our lives. As such, a personal commitment to maintaining a high level
of integrity, ethics, and professionalism is expected as well as assuming responsibility for
inevitable mistakes. The ideal candidate will also possess a positive, proactive disposition with
an eagerness to learn and accept new challenges.

THE COMMUNITY

Positioned in Lakeland, Florida’s beautiful downtown, Medina Law Group, P.A. is committed to
serving our clients and communities with the highest degree of excellence. As part of this
mission, residence within Polk County (and preferably the City of Lakeland) is paramount. Many
opportunities to network and build client trust are lost when our attorneys are not living and
working in this community. Before applying, below are a few websites to peruse to learn about
many of the goings-on in Lakeland and see if our community will be a good fit for you!
• https://www.lakelandgov.net/
• https://www.lakelandchamber.com/
• http://downtownlkld.com/
• https://laltoday.6amcity.com/
• https://www.lkldnow.com/
• https://thelakelander.com/
• https://polkarts.org/
• http://lakelandrunnersclub.org/

Reference checks, background screening, and credit checks are conditions for Offer of
Employment. Given the leadership role of the Associate Attorney, top candidates will be
asked to participate in additional screening with a third-party organizational psychologist.

With your resume, please submit a brief cover letter explaining your interest in our firm and why
you are best suited for this position.