The Family Wealth Planning/Tax Legal Secretary is a full-time, non-exempt position responsible for providing advanced secretarial support to attorneys and paralegals in a law firm. Key duties include drafting correspondence, preparing documents related to estate planning and trust administration, and maintaining attorney calendars and travel arrangements. The role demands excellent organizational, communication, and time management skills, along with a commitment to confidentiality.

Ideal candidates will have at least four years of secretarial experience in a law firm, particularly in estate planning or tax. Proficiency in Microsoft Office Suite, eFiling, and DOCUSIGN is required, along with the ability to type 60 wpm and transcribe dictations. The position also involves clerical tasks, meeting coordination, and special projects, necessitating strong multitasking abilities and problem-solving skills.

The anticipated hourly salary ranges from $46.70 to $63.19, depending on experience and education. The role typically requires four in-house days per week, with possible evening and weekend work. Overall, the position seeks a self-starter who can integrate into the Family Wealth Planning team and adapt to changing priorities while supporting a collaborative work environment.