Trusts and Estates/Tax Legal Secretary
Location: Great Neck, New York
The Organization: Nationally Recognized Firm Specializing in Trusts & Estates Law
Salary & Benefits: Competitive Base Salary to $75K; Generous paid overtime and bonus; Medical, Dental and Vision Coverage; Transit Program; generous Paid Time Off; 401K w/match; Life Insurance; exceptional culture.
Summary: Seeking a legal secretary to support a busy Trust and Estate/Tax Practice. Candidate must be willing to work independently in a fast-paced, corporate environment.
Key Responsibilities:
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Serve as primary point of contact for clients in person and over the phone
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Draft Estate planning documents, such as HCPs and POAs
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Bind wills and prepare documents for execution
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Keep meticulous records of all documents created and executed
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Assist with Probate process as necessary
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Support tax work by keeping client documents organized, copying, and communicating required info to clients
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Communicate with clients about their documents and fulfill related requests
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Provide administrative support to attorneys, including calendaring, drafting correspondence, and filing
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Prepare engagement letters
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Open and maintain client files
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Entering attorney time entry and reviewing and editing client bills
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Proofread client documents and other legal documents, as requested
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Answer client questions related to the administrative side of the process
Qualifications:
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4+ years of Trusts and Estates Legal Secretary experience required
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Detail-oriented
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High level of professionalism and excellent customer service skills
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Ability to work closely with high net worth individuals
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Extremely discreet while working with sensitive information and documents
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Candidates with Notary Certification preferred
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Strong work ethic
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Problem-solving skills
