Estate Planning Legal Secretary

This position will provide administrative and legal support to multiple attorneys within the organization.Estate Planning Legal Secretary Responsibilities:Draft correspondence, memoranda, and estate planning documents.Perform thorough proofreading and document review.Maintain organized client files and records.Assist with time entry and expense reimbursements using Aderant.Support the client billing process, including proofreading, editing, and mailing invoices.Collaborate with other staff and departments to ensure smooth workflow. Estate Planning Legal Secretary Qualifications:5+ years of legal secretary experience, preferably with exposure to Personal Succession/Estate Planning or Probate.Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and PDF software (Kofax).Exceptional writing, proofreading, and communication skills.Strong problem-solving ability and keen attention to detail.High school diploma or equivalent required.Ability to multi-task and manage time effectively in a fast-paced legal environment.Strong customer service orientation and teamwork mindset.Adaptability to changing priorities and ability to work occasional overtime as needed.Excellent interpersonal skills to foster positive working relationships.

Created: 2025-02-17