Legal Secretary - Trust & Estates Department

SourcePro Search•Long Island, NY

2d•Onsite

About The Position

We are currently seeking a full-time Legal Secretary for our Trust & Estates Department. This role involves providing comprehensive administrative support to attorneys, preparing legal documents, managing case files, scheduling, handling communications, and maintaining confidentiality.

Requirements

Minimum of 5 years of legal secretarial experience, preferably in a Trust & Estates Department.
Proficiency in Microsoft Word, Outlook, and Adobe; basic knowledge of Excel and PowerPoint.
Exceptional organizational skills with strong attention to detail.
Excellent verbal and written communication skills.
Ability to multitask and prioritize tasks in a fast-paced environment.
Strong interpersonal skills and the ability to work well with a diverse group of people.
Professional demeanor and the ability to maintain confidentiality.

Responsibilities

Provide comprehensive administrative support to attorneys in the Trust & Estates Department.
Prepare and format legal documents and correspondence using Word, Outlook, and Adobe.
Assist in the preparation of presentations using PowerPoint and basic Excel functions.
Manage and organize case files, ensuring all documentation is up-to-date and properly filed.
Schedule appointments, meetings, and maintain attorneys' calendars.
Handle incoming and outgoing communications, including emails and phone calls.
Coordinate and prepare materials for meetings and client consultations.
Maintain a high level of confidentiality and discretion in handling sensitive information.
Perform other administrative duties as needed to support the department’s operations.