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Legal Secretary

Career Legal -
New Haven, CT

Quick Apply

Job Details

Full-time
$80,000 - $110,000 a year

Benefits

Free parking
Health insurance
401(k)
Paid time off
Vision insurance

Qualifications

Customer communication
Executive administrative support
Legal administrative experience
Attention to detail
Client services experience
Law office experience

Full Job Description

Legal Secretary

The Legal Secretary will provide dedicated, high-level administrative and legal support to a senior Partner within the Trusts, Estates & Tax practice. This is an excellent opportunity to become a trusted member of a highly regarded private client team, supporting a busy practice that advises high-net-worth individuals, families and fiduciaries on estate planning, trust administration and tax matters.

The successful candidate will enjoy building a close working relationship with one Partner, acting as their primary support whilst delivering exceptional service to clients and ensuring the smooth day-to-day running of the practice.

Roles & Responsibilities

Dedicated Partner Support

Act as the primary Legal Secretary to a senior Partner within the Trusts, Estates & Tax practice.
Build a strong working relationship with the Partner, anticipating priorities and proactively managing day-to-day administrative requirements.
Manage a busy calendar, arranging meetings, client appointments and conference calls.
Coordinate domestic travel and process expenses where required.
Prepare, amend, proofread and finalise correspondence, legal documents and client communications.
Prioritise incoming emails, calls and correspondence, ensuring matters are dealt with efficiently and confidentially.
Liaise professionally with clients, trustees, accountants, financial advisers and other professional contacts.

Trusts, Estates & Tax Support

Prepare and format wills, trusts, powers of attorney and estate planning documentation.
Assist with probate and estate administration documentation.
Prepare engagement letters, client communications and supporting documentation.
Coordinate execution of legal documents and maintain accurate client files.
Assist with new matter opening, conflict checks and client onboarding.
Maintain organised electronic and physical filing systems in accordance with firm procedures.

Practice Management

Assist with billing, time entry and expense processing.
Monitor key deadlines and ensure the Partner's practice is organised and running efficiently.
Coordinate meetings, conference rooms and client hospitality.
Work closely with other members of the Private Client team to provide additional support where required.
Maintain the highest levels of professionalism, discretion and client service.

Skills & Experience

Significant experience as a Legal Secretary supporting senior Partners within a law firm.
Previous experience supporting a Trusts & Estates, Estate Planning, Private Client or Tax practice is strongly preferred.
Experience working in a one-to-one Partner support role would be highly advantageous.
Excellent document production and proofreading skills.
Strong organisational skills with the ability to anticipate the needs of a busy Partner.
Experience managing confidential client information with professionalism and discretion.
Strong knowledge of Microsoft Office and legal document management systems.
Experience with billing, matter management and time recording systems is desirable.

Person Specification

Enjoys working closely with one senior Partner and developing a trusted long-term working relationship.
Calm, resilient and able to manage competing priorities in a busy practice.
Takes pride in delivering exceptional client service and producing work of the highest quality.
Proactive, organised and able to work with minimal supervision.
Excellent interpersonal skills with the confidence to interact with high-net-worth clients and professional advisers.
Meticulous attention to detail and absolute discretion when handling confidential matters.

INDSUP

Pay: $80,000.00 - $110,000.00 per year

Benefits:

401(k)
Free parking
Health insurance
Paid time off
Vision insurance

Application Question(s):

Do you have experience as a Legal Secretary?

Ability to Commute:

New Haven, CT 06502 (Required)

Work Location: Hybrid remote in New Haven, CT 06502

Quick Apply

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