Who we are:
- Chuhak & Tecson P.C., a growing, on the move, mid-sized law firm in Chicago that’s Right there with you…
- Great people with an inclusive culture.
- Focused on our clients through high responsiveness, mutual collaboration and solving their challenges.
What you’ll do:
- Provide administrative and executive support for corporate and/or estate planning attorneys.
- Accurately edit and format legal documents, including but not limited to Agreements, Contracts, Affidavits, Auditor’s Letters, Waivers, Promissory Notes, and Opinion Letters.
- Assist attorneys with the various tasks and procedures associated with corporate closings.
- Accurately prepare first-draft template, edit and format estate planning documents such as wills, trusts (e.g., revocable, irrevocable, special/supplemental needs and insurance), and powers of attorney.
- Attend estate plan signings acting as a witness and/or notary, if commissioned.
- Assist clients with locating and marshaling estate and trust assets.
- Assist with trust administration in support of planning structure.
- Create electronic and/or hardcopy closing binders of completed estate plan documents and/or corporate transactions.
- Interface with clients and direct communications within the realm of knowledge and responsibility, where a legal opinion is not required.
- Organize and maintain physical files for attorneys including filing correspondence and/or legal documents in a physical office filing system as well as an electronic document management system.
- Prepare basic correspondence, engagement letters and conflict letters in both physical and electronic forms for attorney’s review.
- Assist with opening new business matters, including preparing, editing and/or formatting engagement agreements and conflict waivers where applicable.
- Analyze incoming correspondence for appropriate action and reply if pertaining to scheduling, billing or other administrative matters.
- Close files in preparation for sending to offsite storage.
- Schedule meetings/other appointments and conference/video calls including maintaining and administering an ongoing follow-up schedule for a client’s estate planning process according to the attorney’s needs.
- Maintain client contact lists and attorney’s calendar in Outlook.
- Prepping monthly expenses for reimbursement and assisting with tracking attorney’s CLE credits in Illinois and possibly other jurisdictions.
Who you are:
- Someone with 3-5 years of legal secretarial/assistant experience in corporate, wealth preservation and estate planning practice areas, and familiarity with corporate organizational documents such as articles of incorporation, bylaws and other formation documents.
- A person with demonstrated mastery of the English language, both oral and written; and possessing exceptional attention to detail, proofreading and organizational skills.
- Someone with an exceptional ability, professionalism and emotional IQ to connect with clients, while focusing on service, understanding and demonstrating an exceptional level of responsiveness.
- A person with a general knowledge of standard estate planning documents and their typical use and function and with proven ability to prepare, edit and/or format such documents.
- A person with “mad” tech skills for today’s hybrid working environment. Specifically having advanced knowledge of: Microsoft Word 2016 & Word styles; Outlook (email and calendar scheduling, entry and maintenance of contacts); PDF programs (able to manipulate PDFs such as add text, change text, extract or add pages and perform conversions from Word to pdf and vice versa) and can type/keyboard 70-80 wpm (error free).
- Someone with proficiency in: Excel, PPT; time-entry programs; Winscribe (machine transcription); Workshare compare (redline/blackline documents) and document management programs such as NetDocs (experience with and understanding of the search and filing functions). Also have knowledge of Calendly, with videoconferencing programs such as Zoom and knowledge of office equipment such as fax machines, scanners, photocopiers and calculators.
- A positive, flexible and proactive self-starter who has strong problem solving, social and interpersonal skills and can function both independently and within a team.
- A strong communicator who is able to manage time and priorities, work collaboratively with attorneys to agree and juggle multiple assignments and deadlines, interface with clients and teammates.
- A discerning individual who can work interdependently, promote inclusivity and maintain perspective and objectivity in a workplace.
- A roll-up-your-sleeves team player who will pitch in where needed which could include assisting with reception coverage on a seldom, but as needed, basis.
What we give you:
- Positive and helpful teammates.
- Brand new offices with lots of natural light designed specifically with our Staff in mind.
- A new outlook as we’ve developed a holistically new market strategy as our Firm is growing and transitioning to a new generation.
- Market-competitive compensation.
- Subsidized BCBS health insurance. Firm-paid LTD and STD.
- Generous PTO.
- Hybrid work environment with at least one day working remotely and at times other days.
- Other voluntary benefits: dental, vision, 401(k), pre-tax commuter transit and parking, flexible spending account and more.
Please send cover letter and resume to: recruiting@chuhak.com .
Chuhak & Tecson, P.C. recognizes that diverse teams make the strongest teams and is committed to building a team that represents a variety of backgrounds, perspectives and skills. We provide equal employment opportunities to all employees and applicants and prohibit discrimination and harassment of any type without regard to age, gender, color, race, national origin, religion, marital status, sexual orientation, sexual identity, political belief, genetic status, status as a member of uniformed services, or disability that does not preclude performance of the essential job functions, or any other classification protected under applicable law.
All applicants must be legally authorized to work in the United States without sponsorship.
Disclaimer: This job description is subject to change or amendment at Chuhak & Tecson, P.C.’s direction. The above statements are intended to generally describe the nature and level of work to be performed by the individual in the position. They are not intended to be an exhaustive list of all responsibilities, duties and skills so classified.