Trust and Estates Secretary

SourcePro Search
  • New York
    30+ days ago

    Job Description

    Are you a skilled administrative professional with a background in Trust and Estates? We’re looking for two dedicated Trust and Estates Secretaries to join our team in NYC and Mineola, NY. In this role, you’ll provide essential support to our attorneys, handling a range of tasks from drafting legal documents to managing client communications. If you have a keen eye for detail and a passion for the legal field, we’d love to hear from you!

     

    What you'll do:

    • Provide comprehensive administrative support to Trust and Estates attorneys.
    • Draft and prepare legal documents, including wills, trusts, and probate forms.
    • Manage client communications and maintain confidential client files.
    • Schedule and coordinate meetings, hearings, and appointments.
    • Perform research and assist with case preparation as needed.
    • Ensure compliance with legal procedures and deadlines.

    What you'll bring:

    • Proven experience as a legal secretary or similar role, preferably in Trust and Estates.
    • Proficiency in legal terminology, document preparation, and case management.
    • Strong organizational skills and attention to detail.
    • Excellent communication and interpersonal abilities.
    • Ability to handle sensitive information with discretion and confidentiality.
    • Proficiency in Microsoft Office Suite and legal management software.

    Numbers & Facts

    LocationNew York
    Websitehttps://sourceprosearch.com

    Skills

    • Administrative Skillsunmatched
    • Calendar Managementunmatched
    • Case Managementunmatched
    • Communication Skillsunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • File Maintenanceunmatched
    • Interpersonal Skillsunmatched
    • Legalunmatched
    • Legal Documentsunmatched
    • Legal Support Skillsunmatched
    • Maintain Complianceunmatched
    • Microsoft Officeunmatched
    • Organizational Skillsunmatched
    • Plan Meetingsunmatched
    • Regulatory Complianceunmatched
    • Sales Managementunmatched
    • Time Managementunmatched

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