Estate Planning Legal Assistant

Huck Bouma, PC; Wheaton (IL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Huck Bouma, P.C. in Wheaton, IL, seeks a detail-oriented estate planning secretary with experience in estate planning to join its Estate Planning Group. The position emphasizes document preparation, client contact, and a deadline-driven workflow.

The ideal candidate has 3–5 years of experience with sophisticated matters and 1–3 years on similar assignments, and proficient in WordPerfect, Word and Excel. Knowledge of WealthCounsel, Time Matters and Juris is a plus.

Qualifications

• 1–3 years of estate planning experience.
• 3–5 years of experience with sophisticated matters.
• Excellent communication and client-service attitude.

Responsibilities

• Support estate planning group with document preparation.
• Interact with clients in a fast-paced environment.

Skills

Attention to detail

Client interaction

Deadline oriented

Tools

WordPerfect

Word

Excel

WealthCounsel

Time Matters

Juris

Job description

The leading western suburban Chicago law firm has an immediate need for a detail-oriented estate planning secretary with one to three years of experience to join its Estate Planning Group.

The ideal candidate must have 3 - 5 years of experience working on sophisticated estate planning and estate administration matters, have a ‘deadline oriented’ attitude, and a desire for significant client interaction.

Experience with Word Perfect, Word and Excel is a must.

Knowledge of WealthCounsel, Time Matters and Juris, a plus.

All candidates must have a professional, positive and cheerful attitude with the ability to handle a fast-paced environment.

Compensation is commensurate with experience. We offer a comprehensive benefits package.

Equal Employment Opportunity Statement:

Huck Bouma, P.C. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, military status, or any other protected characteristic under applicable law.