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Legal Secretary to Fiduciary Accountants (West Hartford)

West Hartford, Connecticut Permanent USD55,000 - USD70,000 per year View Job Description
The Legal Secretary to Fiduciary Accountants role in West Hartford is focused on providing administrative and secretarial support to fiduciary accountants within a Trust and Estates firm. The ideal candidate brings some exposure to trust, estates, and probate court, and enjoys working with numbers, as this person will review tax documents regularly.
  • Join a tight knit office with excellent long-term stability
  • 25 days of PTO, annual raises, overtime and bonus eligible, excellent benefits

About Our Client

This Trust and Estates firm has been around for over 100 years and has an excellent reputation. Their West Hartford office is a group of many tenured staff members that work very collaboratively. They're in the office every day 9:00-5:00 but could be flexible for 8:30-4:30 if that works better for a candidate.

Job Description

  • Prepare and manage correspondence, reports, and legal documents for fiduciary accountants.
  • Organize and maintain files, records, and other documentation with a high degree of accuracy.
  • Schedule and coordinate meetings, appointments, and travel arrangements.
  • Assist in the preparation of financial statements and fiduciary accountings.
  • Handle incoming calls and communications, ensuring timely responses and follow-ups.
  • Work collaboratively with other team members to support department goals.
  • Maintain confidentiality and professionalism in all interactions.
  • Provide additional administrative support as needed to ensure efficient operations.



MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

A successful Legal Secretary to Fiduciary Accountants should have:

  • 2+ years in a legal administrative support role.
  • Experience with TurboCourt, tax documents, or Trust, Estates or Probate exposure is strongly preferred.
  • Notary certification strongly preferred (otherwise will become a notary in this role!)
  • Strong organizational and time-management skills.
  • Proficiency in Microsoft Office Suite and other relevant software.
  • Excellent written and verbal communication skills.
  • Attention to detail and a commitment to accuracy.
  • Ability to handle sensitive information with discretion and confidentiality.
  • A proactive approach to problem-solving and supporting team objectives.

What's on Offer

  • Salary ranging from $55,000 to $70,000 annually based on experience.
  • Comprehensive benefits package including health, dental, vision, and 401k with a company match.
  • 25 days of PTO to start, 30 after 1 year of service.
  • Annual raises each year and overtime and bonus eligibility.
  • Highly collaborative and kind team to partner with.
  • Long-term stability and career growth potential within the firm.



Interested? Apply today.

Contact
Claire Vogel
Quote job ref
JN-092026-7112595

Job summary

Sector
Legal
Sub Sector
Paralegals / Legal Assistants - Private Practice
Industry
Business Services
Where
West Hartford
Contract Type
Permanent
Consultant name
Claire Vogel
Job Reference
JN-092026-7112595
 

Michael Page is an inclusive employer. We want to make sure you have everything you need to perform at your best throughout our hiring process, so please let us know if there is anything we can do to support with your application or interview.