Legal Secretary – Estate Litigation

SourcePro SearchMineola, NY
Onsite

About The Position

We are seeking a dedicated Legal Secretary to provide comprehensive secretarial and administrative support to attorneys in our Estate Litigation department. This role requires a high level of organization, attention to detail, and professionalism. The ideal candidate will be proficient in legal document preparation, calendar management, and client communication, with a strong understanding of estate litigation or trust and estates law.

Requirements

  • Minimum of 5 years of legal secretarial experience, preferably with exposure to estate litigation or trust & estates law.
  • Strong working knowledge of Microsoft Word, Outlook, Adobe, and document management systems.
  • Familiarity with Excel and PowerPoint.
  • Excellent verbal and written communication; able to interact professionally with clients, attorneys, and staff.
  • Ability to manage multiple tasks efficiently while maintaining strong attention to detail.
  • Excellent typing skills with a high degree of accuracy.
  • Strong interpersonal skills and the ability to work well in a collaborative, fast-paced environment.

Responsibilities

  • Provide comprehensive secretarial and administrative support to attorneys in the Estate Litigation department.
  • Draft, revise, and proofread legal documents, correspondence, and memoranda with precision and attention to detail.
  • Manage attorney calendars, schedule appointments, coordinate meetings, and handle related follow-ups.
  • Organize and maintain client files—both digital and hard copy—ensuring accessibility and accuracy.
  • Assist with preparing presentations and reports using PowerPoint and Excel.
  • Handle phone calls, emails, and other communications in a professional and timely manner.
  • Maintain confidentiality and professionalism when dealing with sensitive client matters.
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