Legal Secretary

Job Description

Job Description

We’re seeking a sharp legal assistant for our busy law firm who can help our attorneys and paralegals assist clients and keep the office running smoothly. You’ll work with the team to prepare a variety of legal documents, handle office correspondence like answering emails and phone calls, and remind the team of upcoming deadlines. If you’re an excellent multitasker who thrives in a fast-paced environment, we want to hear from you!

$33,000 - $55,000

• Conduct legal research, when necessary, with guidance from attorneys and paralegals
• Work with attorneys and paralegals to create various legal documents, including pleadings, motions, subpoenas, affidavits, contracts, and briefs for case preparation, and proofread documents when requested
• Be willing to take on any other necessary administrative tasks to help the firm run smoothly
• Arrange travel, schedule meetings and appointments for the team, such as depositions, and coordinate with outside vendors for events
• Take care of administrative tasks and office correspondence by answering phone calls and emails, communicating with opposing attorney offices, taking dictation, and informing the team of upcoming deadlines

This role is all about implementation and follow-through

• Assist with funding Trust documents (tracking assets, coordinating transfers, and follow-up correspondence)
• Coordinate deed preparation and recordation
• Communicate with financial advisors, accountants, bankers, and title companies
• Track and manage assets across estate planning, real estate, business, and estate administration files
• Maintain organized and accurate client records
• Follow up on outstanding items to ensure tasks are completed correctly and on time
• Support attorneys with asset-related administrative and coordination tasks

• Candidates should be able to type at least 50 words per minute
• Associate’s degree, or some college is preferred; high school diploma or equivalent is necessary
• Experience with legal software, litigation case management, and docketing programs
• Proficient with MS Office products
• Minimum 1-2 years of experience in a law firm or office environment as an administrative assistant or secretary

• At least 3 years of experience in one or more of the following: Law firm/legal support; Real estate (title, settlement, lending, or brokerage support); or Financial services (banking, wealth management, or accounting support)
• Strong attention to detail
• Proven track record of maintaining organized and accurate client records
• Organized, reliable, and comfortable at juggling multiple files
• Ability to follow up on outstanding items to ensure timely and correct task completion
• Professional and clear communicator
• Comfortable working with legal, real estate, and financial documents
• Tech-comfortable and able to learn firm systems quickly

Nice to have (Not Required)

• Estate planning or estate administration experience
• Deed transfers, recording, or title experience
• Proper coordination with outside professionals on client matters

We are a client-centered law firm serving individuals, families, and small businesses in estate planning, trust administration, real estate, and business law. Our team is collaborative, detail-oriented, and dedicated to providing concierge-style service with compassion and professionalism. We value growth, accountability, and empathy in every client interaction.