Estate Planning Assistant

3 days ago


Wheaton, Illinois, United States Beacon Hill Full time
Beacon Hill Legal Estate Planning Assistant

We are seeking an experienced Estate Planning Assistant to join our team at Beacon Hill Legal in the Chicago suburbs.

Key Responsibilities:

  • Prepare and draft legal documents, including powers of attorney, with attention to detail and accuracy.
  • Provide administrative support to attorneys in estate planning and estate administration matters, ensuring seamless communication and coordination.
  • Manage complex, high-net-worth estate planning files with precision and efficiency.
  • Utilize software such as Word, Excel, and document formatting tools to maintain high-quality documents.
  • Collaborate with attorneys to meet deadlines and achieve project goals in a fast-paced office environment.

Requirements:

  • At least 2 years of experience as a legal assistant, preferably in estate planning.
  • Strong organizational skills with a keen eye for detail and ability to multitask.
  • Proficiency in Word, Excel, and document formatting, with experience in software such as WealthCounsel, Time Matters, and Juris a plus.
  • A positive, professional attitude and excellent communication skills to interact with clients and colleagues.

About Beacon Hill:

Beacon Hill is a leading provider of search, career placement, and flexible staffing solutions. Our team is dedicated to delivering exceptional service, driving innovation, and fostering a culture of excellence.

We are an Equal Opportunity Employer and welcome applications from diverse candidates. If you are passionate about estate planning and committed to delivering exceptional results, we encourage you to apply.



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