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Tax &Trust & Estates Legal Secretary
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-10-14
Listing for:
The ONeil Search Group
Full Time
position Listed on 2026-10-14
Job specializations:
-
Law/Legal
Legal Secretary
Job Description & How to Apply Below
- * Draft, revise, and format estate planning documents including wills, trusts, powers of attorney, healthcare directives, and related items.
- * Maintain and manage a sophisticated filing system for multiple estates, ensuring estate planning, probate, administration, financial, and related documents are accurately organized, maintained, and readily accessible.
- * Greet and assist high-profile clientele, providing a polished, professional, and discreet client experience while maintaining the highest level of confidentiality.
- * Proofread legal documents for accuracy, completeness, and proper formatting.
- * Schedule client meetings, attorney calls, and document execution appointments.
- * Maintain attorney calendars and manage deadlines.
- * Coordinate document signing, notarization, and witness arrangements.
- * Format and edit documents and correspondence, engagement letters and opening new client matters.
- * Manage, assess and provide initial editing of invoice pro formas and coordinate with billing department on finalizing invoices. Communicate directly with clients regarding billing inquiries.
- * Enter attorneys' time and submit expenses.
- * Provide back-up secretarial assistance as needed and general support for ad hoc projects.
- * Must be able to handle multiple tasks in a very fast-paced environment.
- * Perform other work duties as assigned.
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