Experience: 5+ years
Location: Chicago Loop
Area of Practice: Estate Planning / Wealth management / taxation
Estate Planning Legal Secretary
Wealth Management law practice has an immediate opening available for an experienced Estate Planning Paralegal. You must have 5+ years of current wealth management & taxation law practice experience. The successful candidate must have strong Microsoft Suites and Adobe Acrobat knowledge is highly desired. You need to be well organized and able to manage the needs of each attorney and their high net worth clients. There will be a substantial amount of tax work in this role. You should be able to put together drafts of estate documents with proper information using company templates, research complex trusts, estate and tax issues, careful attention to detail for accuracy and present a complete package for attorney/client review. A good command of language and grammar, time management, project management and scheduling skills required. Excellent benefit package including bonuses. Salary is commensurate with experience.