Estate Planning Legal Secretary Part Time

Gierach Law Firm, LLC; Naperville (IL); On-site; USD 30,000 - 44,000; Part time

Job summary

The Gierach Law Firm is seeking a detail-oriented Part-Time Legal Secretary to join our Estate Planning Team in Naperville. The successful candidate will support the office in all phases of estate planning and manage client files with discretion.

You will handle document preparation, coordinate deadlines, and communicate professionally with clients, financial advisors, and other third parties while maintaining compliance and office calendar accuracy.

Qualifications

• Minimum 5 years experience in estate planning or a related legal field.
• Strong understanding of estate planning documents, terminology, and procedures.
• Experience with Smokeball.

Responsibilities

• Collect and organize financial, personal, and asset information from clients.
• Manage and maintain client files, both digital and physical, in accordance with firm policies.
• Monitor deadlines and maintain tickler systems for follow-up.
• Communicate professionally with clients, financial advisors, and other third parties.

Skills

Attention to detail

Written communication

Verbal communication

Multitasking

Discretion with confidential info

Microsoft Office

Tools

Smokeball

Job description

The Gierach Law Firm is seeking a detail-oriented and experienced Part-Time Legal Secretary to join our Estate Planning Team in our Naperville office. The successful candidate will support the office in all phases of estate planning. They will play a critical role in managing client files, maintaining compliance, and facilitating clear communication with clients.

Key Responsibilities:

• Collect and organize financial, personal, and asset information from clients.
• Manage and maintain client files, both digital and physical, in accordance with firm policies.
• Monitor deadlines and maintain tickler systems for follow-up.
• Communicate professionally with clients, financial advisors, and other third parties.

Qualifications:

• Minimum 5 years experience in estate planning or a related legal field.
• Strong understanding of estate planning documents, terminology, and procedures.
• Experience with legal practice management software such as Smokeball.

Key Skills:

• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Professional demeanor and discretion with confidential information.
• Proficient in Microsoft Office Suite.

Working Conditions:

• Position is in office.
• Occasional client meetings or signings may occur outside of normal office hours.

Pay and Work Schedule:

• Pay is based per hour - Commensurate with experience
• Optimal work schedule would be 4 hours per day between the hours of 9am and 5pm.