Estate Planning Legal Secretary

Frontline Source Group
Dallas, TX
Permanent

Job Description

Our client in Dallas, Texas has an immediate opening for an Estate Planning Legal Secretary on a direct hire basis.

Company Profile : Law Firm

Law Firm

Great Benefits

Fully in office

Tenured Team

Estate Planning Legal Secretary Role

This position will support 2 Probate and Trust / Estate Attorneys in a busy and dynamic estate planning and probate practice.

Familiarity with estate planning and / or probate matters

Provide legal secretarial and administrative (clerical) support to assigned attorneys

Prepare letters, memos, pleadings, and other documentation as required

File pleadings (electronically or otherwise) with the appropriate court system

Make travel arrangements

Prepare expense reimbursement documentation

Provide documentation, as required, to clients, opposing counsel, and others

Enter information into the system for the purpose of running conflict checks and new client setup information as well as preparation of supporting documentation

Maintain an appropriate filing system for physical and electronic files for all attorney and client work, including utilizing electronic file sharing systems

Answer incoming phone calls for assigned attorneys, unless otherwise directed

Enter attorney time

Perform other duties or tasks as assigned

Estate Planning Legal Secretary Background Profile

High school diploma required; associate or bachelor's degree preferred.

3+ years of Estate Planning secretarial experience

Prior Law Firm experience a must

Working knowledge of Microsoft Word, Excel, and PowerPoint

Must be able to multi-task in a fast-paced environment

Must be able to work independently as well as in a team environment

Required typing of 65+wpm

Candidate must be highly detailed

Candidate must be an excellent proofreader

Exceptional written and verbal communication skills, including professional phone etiquette and client interaction.

Features and Benefits of Client :

Comprehensive health benefits package

Retirement savings plan 401(k) with employer match

Paid time off and holidays

Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship.

The client cannot sponsor any visas.

Disclaimer : sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted.

30+ days ago
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