Legal Secretary

About This Role

This legal secretary role supports attorneys in a law firm specializing in estate planning, probate, trust administration, and tax-exempt organizations. The position suits a candidate with experience in legal secretarial work, particularly within trust and estate planning.

Responsibilities

• Provide support to 1-2 attorneys
• Draft, format, proofread, and/or edit documents and related correspondence
• Communicate with clients
• Schedule and calendar
• Manage internal files
• Perform other related duties as required and/or assigned

Requirements

• Minimum 3 years legal secretary experience with trust and estate planning experience preferred
• Proficient with Microsoft Office Suites and Adobe
• Working knowledge of legal documents
• Strong attention to detail and accuracy in work product
• Superb organizational skills with the ability to prioritize tasks
• Excellent written and verbal communication skills
• Ability to work independently as well as collaboratively
• Excellent follow through and time management

Benefits

• Medical, vision, dental insurance
• Retirement plan
• 401(k)
• Life insurance
• Paid sick time
• Paid time off
• Parental leave

Important Details

• Schedule: Monday through Thursday in-office, Friday remote optional
• Office Hours: 8:30am - 5:30pm

About the Company

SULLIVAN, McGIBBONS, CRICKARD & ASSOCIATES LLP is a law firm representing clients in estate planning, probate, trust administration, tax-exempt organizations, probate litigation, gift and estate tax issues.