Estate Planning Legal Secretary Part Time

Gierach Law Firm; Naperville (IL); Sur place; USD 34 000 - 55 000; Temps partiel

Résumé du poste

The Gierach Law Firm in Naperville is seeking a detail-oriented Part-Time Legal Secretary to support the Estate Planning Team. The candidate will manage client files, ensure compliance, and facilitate clear communication with clients and advisors.

Responsibilities include gathering information, deadline tracking, and coordinating with third parties. The role is in-office with a 4-hour daily schedule between 9am and 5pm, paying hourly and commensurate with experience.

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 or similar legal practice management software.

Responsabilités

• 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.

Connaissances

Detail oriented

Communication

Multitasking

Discretion

MS Office

Outils

Smokeball

Description du poste

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.