What are the responsibilities and job description for the Trust and Estate Legal Secretary – Charleston, WV position at Bowles Rice LLP?
March 31, 2026
Are you a legal secretary with a passion to serve your clients? Are you interested in assisting with sophisticated estate planning and administration matters from inception through closing? Do you want to work in a professional and collegial environment where your contributions are valued and appreciated? If so, we would love to hear from you!
Bowles Rice is a well-established and growing, multi-office, regional, full-service law firm. We foster a collegial work environment and a strong commitment to our clients, each other, and our community. Bowles Rice is seeking a detail-oriented and highly organized legal secretary to join our robust tax team. Specifically, this position will prepare, format and proofread estate planning documents, including wills, trusts, powers of attorney and healthcare proxies; assist with trust funding and asset transfers; support probate and estate administration, including drafting court filings and maintaining deadlines; manage client intake, communication and scheduling meetings; maintain and organize client files; coordinate document execution, including notarization and witnessing; track key dates and deadlines related to filings, tax returns and distributions; liaise with financial institutions, courts and third-party advisors; assist with billing, time entry and basic administrative tasks.
The successful candidate will have direct experience in supporting attorneys and paralegals in all aspects of estate planning, trust administration and probate matters; strong proficiency with Microsoft Word, Excel and Outlook; exceptional organizational skills, attention to detail and the ability to manage multiple matters simultaneously; professional communication skills and a high level of client service orientation; and the ability to work independently while contributing as part of a collaborative team. Must be able to complete all required background screening, including criminal.
Bowles Rice offers a competitive salary, an excellent benefits package as well as a professional and collegial work environment where your contributions are valued and appreciated.
Applicants should e-mail cover letter, résumé, references and any other pertinent information to the Human Resources Department at:
HRdepartment@bowlesrice.com, by facsimile to (304) 347-2191, or by mail to P.O. Box 1386, Charleston, WV 25325. Qualified candidates will be contacted.
For more information, visit our website at www.bowlesrice.com.
An Equal Opportunity Employer
Are you a legal secretary with a passion to serve your clients? Are you interested in assisting with sophisticated estate planning and administration matters from inception through closing? Do you want to work in a professional and collegial environment where your contributions are valued and appreciated? If so, we would love to hear from you!
Bowles Rice is a well-established and growing, multi-office, regional, full-service law firm. We foster a collegial work environment and a strong commitment to our clients, each other, and our community. Bowles Rice is seeking a detail-oriented and highly organized legal secretary to join our robust tax team. Specifically, this position will prepare, format and proofread estate planning documents, including wills, trusts, powers of attorney and healthcare proxies; assist with trust funding and asset transfers; support probate and estate administration, including drafting court filings and maintaining deadlines; manage client intake, communication and scheduling meetings; maintain and organize client files; coordinate document execution, including notarization and witnessing; track key dates and deadlines related to filings, tax returns and distributions; liaise with financial institutions, courts and third-party advisors; assist with billing, time entry and basic administrative tasks.
The successful candidate will have direct experience in supporting attorneys and paralegals in all aspects of estate planning, trust administration and probate matters; strong proficiency with Microsoft Word, Excel and Outlook; exceptional organizational skills, attention to detail and the ability to manage multiple matters simultaneously; professional communication skills and a high level of client service orientation; and the ability to work independently while contributing as part of a collaborative team. Must be able to complete all required background screening, including criminal.
Bowles Rice offers a competitive salary, an excellent benefits package as well as a professional and collegial work environment where your contributions are valued and appreciated.
Applicants should e-mail cover letter, résumé, references and any other pertinent information to the Human Resources Department at:
HRdepartment@bowlesrice.com, by facsimile to (304) 347-2191, or by mail to P.O. Box 1386, Charleston, WV 25325. Qualified candidates will be contacted.
For more information, visit our website at www.bowlesrice.com.
An Equal Opportunity Employer