Estate Planning Secretary jobs in United States
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Syntax Talent Solutions ยท 1 day ago

Estate Planning Secretary

positionWheaton, IL
timeFull-time
remoteOnsite
seniorityMid Level
money$50K/yr - $60K/yr
date3+ years exp

Syntax Talent Solutions is seeking an experienced Estate Planning Secretary with expertise in handling sophisticated estate planning and estate administration matters. The role involves assisting attorneys with estate planning tasks, preparing legal documents, and ensuring effective communication with clients.

Staffing & Recruiting

Responsibilities

Assist attorneys with estate planning and administration tasks
Prepare and manage legal documents and correspondence
Coordinate and schedule client meetings and maintain calendars
Ensure timely filing of documents and adhere to deadlines
Communicate effectively with clients and provide exceptional service

Qualification

Estate planning experienceWord PerfectWordExcelWealthCounselTime MattersJurisManage multiple tasksOrganizational skillsCommunication skillsWork independently

Required

3-5 years of experience in estate planning and administration
Proficiency in Word Perfect, Word, and Excel
Strong organizational and communication skills
Ability to work independently and manage multiple tasks efficiently

Preferred

Familiarity with WealthCounsel, Time Matters, and Juris is advantageous

Company

Syntax Talent Solutions

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Syntax Talent Solutions is a full-service firm that provides innovative workforce solutions and consultative services to support business needs and career development.
dateFounded in 2024
location
Annapolis, Maryland, US
people-size2-10 employees
web-link
https://syntaxtalentsolutions.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase