Estate Planning and Administration Legal Secretary

Job Description

Clingen Callow & McLean, LLC (CCM) is seeking an experienced Legal Secretary/Assistant to join our Estate Planning and Administration practice. The ideal candidate will have at least 5 years of legal experience, preferably supporting attorneys in estate planning, probate, trust administration, and/or estate administration.

This position requires a professional, highly organized, and detail-oriented individual who can effectively manage multiple priorities and provide high-level administrative support in a busy law firm environment. The successful candidate will be proactive, dependable, and comfortable communicating with attorneys, clients, financial institutions, and other professionals regarding sensitive and often time-critical matters.

The ideal candidate will demonstrate excellent follow-through, sound judgment, strong attention to detail, and the ability to anticipate attorney and client needs. Strong technology skills and the ability to work both independently and collaboratively are essential.

Why Join Us

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• Hybrid Work Schedule : Enjoy the flexibility of four office days and one remote day per week, ensuring a healthy work-life balance.
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• Summer Hours : Embrace the spirit of summer with ½ days every other Friday from Memorial Day through Labor Day.
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• Competitive Compensation and Great Benefits : We offer a competitive salary and a comprehensive benefits package to support your professional and personal well-being.
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Key Responsibilities

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• Provide administrative and secretarial support to attorneys handling estate planning and estate administration matters;
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• Prepare, revise, format, proofread, and finalize correspondence, estate planning documents, probate and estate administration documents, and other legal materials;
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• Time entry;
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• Maintain attorney calendars, schedule client meetings, and coordinate appointments and deadlines;
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• Assist with opening, organizing, maintaining, and closing client and estate files;
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• Communicate professionally with clients, beneficiaries, courts, financial institutions, accountants, and other professionals;
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• Assist with the preparation and organization of documents related to trusts, estates, probate proceedings, and estate administration;
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• Maintain accurate electronic and physical files and ensure documents and correspondence are properly organized;
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• Handle confidential and sensitive client information with professionalism and discretion; and
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• Provide additional administrative support to the Estate Planning and Estate Administration team as needed.
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Qualifications/Requirements

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• 5+ years of legal secretary or legal assistant experience, with estate planning, probate, trust, or estate administration experience;
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• Experience supporting partners and/or senior attorneys;
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• Excellent organizational skills with exceptional attention to detail;
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• Strong written and verbal communication skills;
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• Ability to prioritize assignments and manage multiple deadlines in a fast-paced professional environment;
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• Advanced proficiency in Microsoft Word and strong working knowledge of Excel and Outlook;
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• Professional demeanor and strong client-service skills;
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• Flexibility to work additional hours when necessary; and
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• Associate Degree or additional business/legal education preferred.
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• CCM offers an opportunity to join an established law firm and work with an experienced team of attorneys and legal professionals in a collaborative and professional environment.
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