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Job Details

Wealth Management And Estate Planning Legal Secretary

Experience
3 yrs required

Location
Amarillo, TX, United States

Posted on
Sep 06, 2020

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Wealth Management And Estate Planning Legal Secretary
The candidate will consistently and professionally communicates with wealth management team, clients, courts and firm personnel. Ability to draft client correspondence. Possess a high level of awareness and diligently protects confidential information. Reviews and follows up on client deadlines and calendar appointments. Coordinates and arranges meetings. Effectively proofreads documents. Consistently completes assigned tasks as expected. Willingly assists others. Coordinates monthly billing to clients. Proficiency in Microsoft word. Should have 3+ years of wealth management and estate planning support experience.

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