Legal Secretary

Legal Secretary | Estate Planning

This Jobot Consulting Job is hosted by: Trey MattsonAre you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.Salary: $45 - $55 per hour

A bit about us:

Our client is a well‑established boutique law practice focused on trusts, estates, and related private‑client services. This firm is known for providing thoughtful, detail‑oriented support to individuals and families as they navigate estate planning, probate, and trust administration matters. With a reputation for professionalism, responsiveness, and high‑quality client care, the firm takes pride in building long‑term relationships based on trust and clarity.

The team operates in a collaborative, supportive environment where thoroughness and empathy are valued. Attorneys and staff work closely to guide clients through complex personal and financial situations, offering practical solutions with a personal touch.

Why join us?

Essential Duties and Responsibilities: Essential functions are primarily job duties that must be performed unassisted or with training made by the firm.

1. Prepares correspondence, memoranda and other legal documents from written and oral drafts and forms; drafts standard correspondence and other documents.
2. Reads, sorts and dates incoming mail. Follows up on time sensitive and other outgoing mail as appropriate to ensure delivery.
3. Screens telephone calls and provides assistance to callers.
4. Opens new files, requests conflict of interest checks, input client information into firm contact database.
5. Completes calendaring using Prolaw. Maintains corresponding personal calendar and deadline reminder and follow up systems; communicates regularly to all appropriate attorneys and/or paralegals, both verbally and by e-mail, regarding status of said follow ups.

Job Details

1. Ability to read and write in order to proof and perform editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and estate planning and corporate documents. Perform arithmetic calculations when verifying calculations on forms and documents; maintain records and filing systems, both paper and electronic.
2. At least four years of experience as a legal secretary with estate planning in order to produce accurate legal documents with minimal supervision. Background in either litigation or corporate a plus.
3. Comfortable with standard tasks related to estate planning and probate matters.
4. Ability to organize and prioritize numerous tasks and complete them under time constraints.
5. Possesses interpersonal skills necessary to communicate in person, by e-mail and telephone to effectively provide information and follow instructions from a diverse group of clients and other firm contacts, attorneys and staff with courtesy and tact.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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