Word Processor

A dynamic role supporting a legal team in document preparation, filing, and administrative tasks. The Word Processor will assist with a variety of legal and clerical duties, including preparing legal documents, supporting client meetings, and managing office operations.

Responsibilities:

• Assist Legal Secretary team and handle document formatting and scanning
• Prepare and organize finalized client trust and estate documents
• Format and finalize legal documents including wills and trusts
• Handle emails, correspondence, and mailings (certified, UPS, FedEx)
• Maintain organized client files and assist with document delivery
• Participate in client signings and serve as a witness when required
• Provide backup support for Receptionist when needed

Requirements:

• High school diploma (GED) required; business degree preferred
• 2+ years of experience in a Word Processor or similar role
• Proficient in Microsoft Office Suite & Adobe products
• Excellent organizational and communication skills
• Ability to manage multiple tasks efficiently

Compensation & Benefits:

• Salary: $45,000 - $60,000, depending on experience
• 25 days of Paid Time Off (PTO) annually
• Comprehensive benefits package
• Full-time, 40-hour workweek with overtime eligibility

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.