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.