What are the responsibilities and job description for the Trust and Estates Secretary position at SourcePro Search?
Are you a skilled administrative professional with a background in Trust and Estates? We’re looking for two dedicated Trust and Estates Secretaries to join our team in NYC and Mineola, NY. In this role, you’ll provide essential support to our attorneys, handling a range of tasks from drafting legal documents to managing client communications. If you have a keen eye for detail and a passion for the legal field, we’d love to hear from you!
What you'll do:
- Provide comprehensive administrative support to Trust and Estates attorneys.
- Draft and prepare legal documents, including wills, trusts, and probate forms.
- Manage client communications and maintain confidential client files.
- Schedule and coordinate meetings, hearings, and appointments.
- Perform research and assist with case preparation as needed.
- Ensure compliance with legal procedures and deadlines.
What you'll bring:
- Proven experience as a legal secretary or similar role, preferably in Trust and Estates.
- Proficiency in legal terminology, document preparation, and case management.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal abilities.
- Ability to handle sensitive information with discretion and confidentiality.
- Proficiency in Microsoft Office Suite and legal management software.