Legal Secretary | Tax And Wealth Planning | 147036

Mission Recruiting

Legal Secretary | Tax And Wealth Planning | 147036

Miami, FL
Full Time
Paid
  • Responsibilities

    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!