Estate Planning Legal Assistant — Client-Focused, Detail-Driven

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

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.