Legal Secretary Job at The Phoenix Group in West Hartford

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This range is provided by The Phoenix Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $85,000.00/yr

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Legal Secretary – Trusts & Estates

Location: West Hartford, Connecticut (On-site, Monday through Friday)

Schedule: 35 hours per week

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

Paid Time Off: 25 days annually

About the Position

Our client's firm is seeking a Legal Secretary to join their Trusts & Estates practice group. This role is ideal for someone who thrives in a detail-oriented environment, enjoys client interaction, and can balance multiple responsibilities with professionalism.

Administrative & Case Support

• Handle a high volume of emails, calls, and client correspondence
• Manage calendars, coordinate meetings, and track deadlines
• Prepare and maintain client files and binders (electronic and hard copy)
• Draft, revise, and proofread correspondence, pleadings, and legal documents
• Coordinate Notary services and assist with document execution
• Act as a professional and responsive point of contact for clients and referral sources
• Maintain accurate and up-to-date contact records
• Assist with special projects as needed
• Availability for occasional overtime
• Enter attorney time into Aderant (or comparable software such as Time Expert)
• Support monthly billing processes and assist with deadline management

Education & Experience

• Previous experience in Trusts & Estates strongly preferred

Skills & Technical Knowledge

• Proficiency with Microsoft Office Suite, Outlook, and Adobe Acrobat
• Experience with Aderant or Time Expert a plus
• Familiarity with Trust and Estate tax returns or TurboCourt filings considered an asset

Personal Attributes

• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• Ability to prioritize competing tasks independently
• High level of discretion and respect for confidentiality
• Reliable, collaborative, and proactive work style

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.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Legal and Administrative

Industries

• Legal Services and Office Administration

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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