Job Description

Legal Secretary – Trusts & Estates

Location: West Hartford (on-site, Monday–Friday)

Schedule: 35 hours per week

Status: Full-time, non-exempt (overtime eligible)

PTO: 25 days annually

About the Role

We are looking for a Legal Secretary with strong organizational skills and a proactive approach to join our Trusts & Estates team. In this role, you’ll support one Associate attorney and three Fiduciary Accountants, helping to keep matters moving smoothly for our clients.

What You’ll Do

Administrative & Case Support

• Manage a high volume of emails and correspondence
• Maintain calendars and coordinate client meetings
• Prepare and organize client binders, both digital and paper
• Draft, edit, and proofread letters, pleadings, and legal documents
• Schedule and arrange Notary services for signings
• Serve as a professional and responsive point of contact for clients and referrals
• Keep client contact records up to date
• Provide support on special projects
• Work occasional overtime when needed

Billing & Systems

• Enter attorney time into Aderant (or Time Expert)
• Assist with monthly billing and tracking deadlines

Education & Experience

• College degree preferred
• Prior Trusts & Estates experience strongly preferred

Skills & Technical Knowledge

• Proficient in Microsoft Office, Outlook, and Adobe Acrobat
• Familiarity with Aderant or Time Expert
• Bonus: knowledge of Trust and Estate tax returns or TurboCourt filings

Personal Qualities

• Highly organized with sharp attention to detail
• Clear and professional written and verbal communication skills
• Ability to juggle multiple priorities with minimal oversight
• Discretion and respect for confidentiality
• Strong work ethic and collaborative mindset

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

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