Legal Secretary | Estate Planning & Administration | 146824

Mission Recruiting

Legal Secretary | Estate Planning & Administration | 146824

New Orleans, LA
Full Time
Paid
  • Responsibilities

    A prestigious law firm seeks an experienced Estate Planning & Administration Legal Secretary to join its New Orleans office. This role involves estate planning, estate administration, and successions (probate), requiring strong organizational skills and client interaction.

     

    Key Responsibilities:

    • Assist in drafting wills, trusts, powers of attorney, and other estate planning documents.
    • Manage estate administration tasks, including probate filings, asset identification, and financial record maintenance.
    • Coordinate deadlines and court filings.
    • Interact with clients and financial institutions to gather necessary information.
    • Assist in trust accountings and estate tax return preparations.

    Compensation & Benefits:

    • Salary: Competitive, based on experience.

    Benefits:

    • Medical, dental, and vision insurance.
    • 401(k) retirement plan.
    • Paid personal and parental leave.
    • Paid holidays and vacation time.
    • Professional development opportunities.

    Candidate Parameters:

    • Education: Bachelor’s degree or paralegal certificate from an ABA-approved program.
    • Experience: Substantial experience in estate planning, estate administration, and probate.
    • Technical Skills: Proficiency in Microsoft Office (Outlook, Excel, Word); experience with ProbatePlus or Estateworks is a plus.
    • Soft Skills: Strong organizational, interpersonal, and communication skills.