Legal Secretary | Tax And Wealth Planning | 147036

A well-established Trusts & Estates team is seeking a Client Service Specialist (CSS) to provide high-level administrative and legal support to attorneys. This role is ideal for a proactive professional who thrives in a fast-paced, detail-oriented environment and values client service excellence.

Key Responsibilities:

• Serve as the primary point of contact for client inquiries, screening calls, and scheduling meetings.
• Assist attorneys, paralegals, and clients to ensure seamless information management and workflow.
• Handle document preparation, formatting, and proofing with accuracy and attention to detail.
• Manage attorney calendars, tax-related deadlines, and client travel arrangements.
• Facilitate new business intake, including matter openings, conflict reviews, and maintaining client files.
• Coordinate electronic filings and court submissions as needed.
• Work proactively with legal team assistants and internal resources to complete tasks efficiently.
• Maintain strict confidentiality while upholding firm policies and procedures.

Qualifications:

• Associate’s Degree preferred; Bachelor’s Degree a plus.
• 3+ years of legal administrative experience in a law firm or corporate legal department.
• Trusts & Estates experience preferred.
• Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment.
• Exceptional verbal and written communication skills with a professional demeanor.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Typing speed of 60 WPM or higher.
• Familiarity with court filings, tax deadlines, and administrative procedures.

Why Join Us?

• Work in a highly respected Trusts & Estates practice with a deep client base.
• Diverse and meaningful workload with opportunities for growth.
• Competitive salary and benefits package.
• Collaborative and team-oriented environment.

If you are a skilled legal administrative professional looking to support a thriving Trusts & Estates practice, apply today!