Estate Planning Legal Assistant — Client‑Focused

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

Job summary

Huck Bouma seeks an estate planning secretary to join its Estate Planning Group. The ideal candidate has 1–3 years of experience and a deadline-driven attitude with a focus on client interaction.

Experience with WordPerfect, Word and Excel is essential; knowledge of WealthCounsel, Time Matters and Juris is a plus. The role requires a professional, cheerful demeanor in a fast-paced environment.

Qualifications

• 1–3 years of experience as an estate planning secretary or in a similar role.
• Proficient with WordPerfect, Word and Excel.
• Knowledge of WealthCounsel, Time Matters and Juris is a plus.
• Professional, positive and cheerful attitude in a fast-paced environment.

Responsibilities

• Support the Estate Planning Group with day-to-day paralegal and secretarial tasks.
• Coordinate deadlines and client communications to ensure timely delivery.
• Maintain documents, calendars and file management with attention to detail.

Skills

Estate planning secretary

Deadline oriented

Client interaction

Tools

WordPerfect

Word

Excel

WealthCounsel

Time Matters

Juris

Job description

Huck Bouma seeks an estate planning secretary to join its Estate Planning Group. The ideal candidate has 1–3 years of experience and a deadline-driven attitude with a focus on client interaction.

Experience with WordPerfect, Word and Excel is essential; knowledge of WealthCounsel, Time Matters and Juris is a plus. The role requires a professional, cheerful demeanor in a fast-paced environment.