Legal Secretary

About This Role

This Legal Secretary role provides dedicated administrative and client support to a team of Fiduciary Accountants, assisting with estate administration, probate filings, tax-related documentation, and client matter management. It is an excellent opportunity for a detail-oriented professional seeking a collaborative firm culture, meaningful work, exceptional work-life balance, and long-term career growth.

Responsibilities

• Provide administrative support to a team of three Fiduciary Accountants, assisting with day-to-day client and matter management
• Prepare, edit, proofread, and finalize correspondence, tax-related documentation, and filings for clients, attorneys, and taxing authorities
• Maintain accurate and organized client records, ensuring all files and documentation remain current and compliant
• Process electronic probate and estate-related court filings through Turbo Court and other applicable systems
• Prepare and update estate and probate tax binders, including assembling supporting documentation and required attachments
• Coordinate incoming and outgoing mail, including FedEx, UPS, USPS, and other time-sensitive deliveries
• Open new client matters and assist with file management throughout the life cycle of each engagement
• Communicate professionally with clients, attorneys, courts, and government agencies to support ongoing fiduciary and estate administration matters
• Assist with additional administrative and operational projects as needed to support the fiduciary services team

Requirements

• Previous experience supporting attorneys, fiduciary accountants, or other professionals within a law firm or professional services environment
• Strong proficiency in Microsoft Office, including Word, Excel, and Outlook
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously
• Excellent written and verbal communication skills with a professional and client-focused approach
• Strong attention to detail and the ability to produce accurate, high-quality work
• Ability to work independently, take initiative, and remain composed in a fast-paced environment
• A high level of professionalism, discretion, and judgment when handling confidential client information

Nice to have:

• Experience with probate filings, estate administration, fiduciary matters, or tax-related documentation
• Experience with legal databases such as Westlaw or LexisNexis

Benefits

• 35-hour work week with overtime eligibility, offering excellent work-life balance and additional earning potential
• 25 days of PTO from day one, plus nine paid holidays and two floating holidays
• Comprehensive benefits package including medical, dental, vision, life insurance, disability coverage, and a 401(k) retirement plan
• Annual compensation reviews, with consistent opportunities for salary growth and advancement
• Join a highly respected law firm known for its collaborative culture, supportive leadership, and commitment to employee development
• Long-term career stability with a firm that has earned exceptional feedback from professionals placed across multiple offices

About the Company

Our client offers the opportunity to build a rewarding career in a collaborative, team-oriented environment with exposure to sophisticated fiduciary and estate matters. The firm is known for its exceptional culture, strong employee retention, and commitment to professional development, providing employees with the support and resources needed for long-term success.