Estate Planning Assistant — Client-Focused & Fast-Paced

Huck Bouma, PC; Wheaton (IL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Huck Bouma, P.C., a leading western suburban Chicago law firm, seeks a detail-oriented estate planning secretary with 1–3 years of experience to join its Estate Planning Group in Wheaton, IL. The ideal candidate will have 3–5 years of experience with sophisticated estate planning and estate administration matters, a deadline-oriented attitude, and a desire for significant client interaction.

Proficiency with WordPerfect, Word and Excel is a must; knowledge of WealthCounsel, Time Matters and

Qualifications

• Detail-oriented candidate for estate planning secretary
• 1–3 years of estate planning secretary experience
• 3–5 years of experience on sophisticated estate planning and administration matters
• Must be able to handle a fast-paced environment with a deadline-oriented attitude
• Proficient with WordPerfect, Word and Excel

Responsibilities

• Assist with estate planning and estate administration matters
• Interact with clients in a fast-paced environment

Skills

Detail-oriented

Deadline oriented

Client interaction

Tools

WordPerfect

Word

Excel

WealthCounsel

Time Matters

Juris

Job description

Huck Bouma, P.C., a leading western suburban Chicago law firm, seeks a detail-oriented estate planning secretary with 1–3 years of experience to join its Estate Planning Group in Wheaton, IL. The ideal candidate will have 3–5 years of experience with sophisticated estate planning and estate administration matters, a deadline-oriented attitude, and a desire for significant client interaction.

Proficiency with WordPerfect, Word and Excel is a must; knowledge of WealthCounsel, Time Matters and