What are the responsibilities and job description for the Legal Secretary - Trust & Estates Department position at SourcePro Search, LLC?
We are currently seeking a full-time Legal Secretary for our Trust & Estates Department.
What You'll Do
What You'll Do
- Provide comprehensive administrative support to attorneys in the Trust & Estates Department.
- Prepare and format legal documents and correspondence using Word, Outlook, and Adobe.
- Assist in the preparation of presentations using PowerPoint and basic Excel functions.
- Manage and organize case files, ensuring all documentation is up-to-date and properly filed.
- Schedule appointments, meetings, and maintain attorneys' calendars.
- Handle incoming and outgoing communications, including emails and phone calls.
- Coordinate and prepare materials for meetings and client consultations.
- Maintain a high level of confidentiality and discretion in handling sensitive information.
- Perform other administrative duties as needed to support the department’s operations.
- Minimum of 5 years of legal secretarial experience, preferably in a Trust & Estates Department.
- Proficiency in Microsoft Word, Outlook, and Adobe; basic knowledge of Excel and PowerPoint.
- Exceptional organizational skills with strong attention to detail.
- Excellent verbal and written communication skills.
- Ability to multitask and prioritize tasks in a fast-paced environment.
- Strong interpersonal skills and the ability to work well with a diverse group of people.
- Professional demeanor and the ability to maintain confidentiality.
- Competitive salary commensurate with experience.
- Comprehensive benefits package including health, dental, and vision insurance.
- Retirement plan options.
- Paid time off and holidays.
- Opportunities for professional development and growth.
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