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Frontline Source Group
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Estate Planning Legal Secretary
Posted: 07/09/2024
2024-07-09
2024-10-10
Employment Type:
Direct Hire
Industry: Legal
Job Number: 18972
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
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. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Company Profile:
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. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Job Requirements
Legal, probate, estate planning
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