Legal Secretary (West Hartford)

Michael Page; West Hartford (CT); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401k with company match

25 days PTO to start

30 days PTO after 1 year

Annual raises

Overtime eligibility

Job summary

MPI is recruiting a Legal Secretary to Fiduciary Accountants in West Hartford to support fiduciary accountants with legal documents, correspondence, and financial statement prep. The role emphasizes confidentiality, accuracy, and collaboration in a longstanding Trust & Estates firm.

The ideal candidate has 2+ years in legal admin, familiarity with tax documents or trust/estate work, and strong MS Office skills. Flexible hours 8:30–4:30 or 9:00–5:00 in the office.

Qualifications

• 2+ years in a legal administrative support role.
• Experience with TurboCourt, tax documents, or Trust/Estates/Probate exposure preferred.
• Notary certification strongly preferred (otherwise will become a notary in this role)
• Strong organizational and time-management skills
• Excellent written and verbal communication
• Attention to detail and accuracy
• Ability to handle sensitive information with discretion
• Proactive approach to supporting team objectives

Responsibilities

• Prepare and manage correspondence, reports, and legal documents for fiduciary accountants.
• Organize and maintain files, records, and documentation with high accuracy.
• Schedule and coordinate meetings, appointments, and travel arrangements.
• Assist in the preparation of financial statements and fiduciary accountings.
• Handle incoming calls and communications, ensuring timely responses and follow-ups.
• Work collaboratively with other team members to support department goals.
• Maintain confidentiality and professionalism in all interactions.
• Provide additional administrative support as needed to ensure efficient operations.

Skills

Organizational skills

Time management

Communication skills

Discretion & confidentiality

Problem solving

Microsoft Office

Education

Notary certification (preferred)

Tools

Microsoft Office Suite

Job description

The Legal Secretary to Fiduciary Accountants role in West Hartford is focused on providing administrative and secretarial support to fiduciary accountants within a Trust and Estates firm. The ideal candidate brings some exposure to trust, estates, and probate court, and enjoys working with numbers, as this person will review tax documents regularly.

This Trust and Estates firm has been around for over 100 years and has an excellent reputation. Their West Hartford office is a group of many tenured staff members that work very collaboratively. They're in the office every day 9:00-5:00 but could be flexible for 8:30-4:30 if that works better for a candidate.

Description

• Prepare and manage correspondence, reports, and legal documents for fiduciary accountants.
• Organize and maintain files, records, and other documentation with a high degree of accuracy.
• Schedule and coordinate meetings, appointments, and travel arrangements.
• Assist in the preparation of financial statements and fiduciary accountings.
• Handle incoming calls and communications, ensuring timely responses and follow-ups.
• Work collaboratively with other team members to support department goals.
• Maintain confidentiality and professionalism in all interactions.
• Provide additional administrative support as needed to ensure efficient operations.

Profile

A successful Legal Secretary to Fiduciary Accountants should have:

• 2+ years in a legal administrative support role.
• Experience with TurboCourt, tax documents, or Trust, Estates or Probate exposure is strongly preferred.
• Notary certification strongly preferred (otherwise will become a notary in this role!)
• Strong organizational and time-management skills.
• Proficiency in Microsoft Office Suite and other relevant software.
• Excellent written and verbal communication skills.
• Attention to detail and a commitment to accuracy.
• Ability to handle sensitive information with discretion and confidentiality.
• A proactive approach to problem-solving and supporting team objectives.

Job Offer

• Salary ranging from $55,000 to $70,000 annually based on experience.
• Comprehensive benefits package including health, dental, vision, and 401k with a company match.
• 25 days of PTO to start, 30 after 1 year of service.
• Annual raises each year and overtime and bonus eligibility.
• Highly collaborative and kind team to partner with.
• Long-term stability and career growth potential within the firm.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.