Estate Planning Secretary

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Syntax Talent Solutions is seeking an experienced Estate Planning Secretary with 3-5 years of expertise in handling sophisticated estate planning and estate administration matters. The ideal candidate will possess a deadline-oriented attitude and a strong desire for significant client interaction. Proficiency in Word, Word Perfect, and Excel is essential, and familiarity with Wealth Counsel, Time Matters, and Juris is a plus.

$50,000.00/yr - $60,000.00/yr

• Assist attorneys with estate planning and administration tasks.
• Prepare and manage legal documents and correspondence.
• Coordinate and schedule client meetings and maintain calendars.
• Ensure timely filing of documents and adhere to deadlines.
• Communicate effectively with clients and provide exceptional service.

• 3-5 years of experience in estate planning and administration.
• Proficiency in Word, Word Perfect, and Excel.
• Familiarity with Wealth Counsel, Time Matters, and Juris is advantageous.
• Strong organizational and communication skills.
• Ability to work independently and manage multiple tasks efficiently.

• Seniority Level: Associate
• Employment Type:
  
  Full-time
• Job Function:
  Legal
• Industries:
  Law Practice