Estate Planning Legal Secretary Part Time

Gierach Law Firm • Naperville, IL

6d • Onsite

About The Position

The Gierach Law Firm is seeking a detail-oriented and experienced Part-Time Legal Secretary to join our Estate Planning Team in our Naperville office. The successful candidate will support the office in all phases of estate planning. They will play a critical role in managing client files, maintaining compliance, and facilitating clear communication with clients.

Requirements

• Minimum 5 years experience in estate planning or a related legal field.
• Strong understanding of estate planning documents, terminology, and procedures.
• Experience with legal practice management software such as Smokeball.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Professional demeanor and discretion with confidential information.
• Proficient in Microsoft Office Suite.

Responsibilities

• Collect and organize financial, personal, and asset information from clients.
• Manage and maintain client files, both digital and physical, in accordance with firm policies.
• Monitor deadlines and maintain tickler systems for follow-up.
• Communicate professionally with clients, financial advisors, and other third parties.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed