Legal Secretary to Fiduciary Accountants (West Hartford)

The Legal Secretary to Fiduciary Accountants role in West Hartford is focused on providing administrative and secretarial support to fiduciary accountants within a Trust and Estates firm. The ideal candidate brings some exposure to trust, estates, and probate court, and enjoys working with numbers, as this person will review tax documents regularly.

Client Details

This Trust and Estates firm has been around for over 100 years and has an excellent reputation. Their West Hartford office is a group of many tenured staff members that work very collaboratively. They're in the office every day 9:00-5:00 but could be flexible for 8:30-4:30 if that works better for a candidate.

Description

• Prepare and manage correspondence, reports, and legal documents for fiduciary accountants.
• Organize and maintain files, records, and other documentation with a high degree of accuracy.
• Schedule and coordinate meetings, appointments, and travel arrangements.
• Assist in the preparation of financial statements and fiduciary accountings.
• Handle incoming calls and communications, ensuring timely responses and follow-ups.
• Work collaboratively with other team members to support department goals.
• Maintain confidentiality and professionalism in all interactions.
• Provide additional administrative support as needed to ensure efficient operations.

Profile

A successful Legal Secretary to Fiduciary Accountants should have:

• 2 years in a legal administrative support role.
• Experience with TurboCourt, tax documents, or Trust, Estates or Probate exposure is strongly preferred.
• Notary certification strongly preferred (otherwise will become a notary in this role!)
• Strong organizational and time-management skills.
• Proficiency in Microsoft Office Suite and other relevant software.
• Excellent written and verbal communication skills.
• Attention to detail and a commitment to accuracy.
• Ability to handle sensitive information with discretion and confidentiality.
• A proactive approach to problem-solving and supporting team objectives.

Job Offer

• Salary ranging from $55,000 to $70,000 annually based on experience.
• Comprehensive benefits package including health, dental, vision, and 401k with a company match.
• 25 days of PTO to start, 30 after 1 year of service.
• Annual raises each year and overtime and bonus eligibility.
• Highly collaborative and kind team to partner with.
• Long-term stability and career growth potential within the firm.

Interested? Apply today.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.