Trust and Estates Secretary

SourcePro SearchMineola, NY
Onsite

About The Position

This role provides administrative support to attorneys in the Trusts and Estates department. The secretary will be responsible for preparing and filing legal documents, managing attorney calendars, organizing client files, and performing general office duties. The position offers a competitive salary, great benefits, and the opportunity to work with a supportive team.

Requirements

  • Previous experience as a legal secretary or administrative assistant.
  • Willingness to learn Trusts and Estates law.
  • Typing speed of at least 70 words per minute.
  • Strong organizational and time-management skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office suite.

Nice To Haves

  • Experience with legal billing software

Responsibilities

  • Provide administrative support to attorneys in the Trusts and Estates department.
  • Prepare and file legal documents, including wills, trusts, and estate planning documents.
  • Schedule appointments, meetings, and court appearances.
  • Manage attorney calendars and assist with timekeeping.
  • Organize and maintain client files and documents.
  • Assist with document preparation and formatting.
  • Perform general office duties, such as answering phones and greeting clients.

Benefits

  • Competitive salary
  • Great benefits
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