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Estate Planning Legal Secretary Part Time

Gierach Law Firm
Posted 8 days ago, valid for 15 days
Location

Naperville, IL, US

Salary

Competitive

Contract type

Part Time

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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.
 
 
To Apply:
Please submit a cover letter along with your resume and send to BrianT@GierachLawFirm.com.  Thank you for considering this opportunity.  We will contact candidates whose qualifications best match our firm’s needs.  Please, no direct inquiries or agency submissions.



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