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Legal Secretary

3 months ago


San Francisco, United States Fawkes IDM Full time
Job Description

Responsibilities:

  • Draft correspondence with regard to clients and various regulatory agencies as well as
  • preparation of executed documents with minimum supervision and instruction.
  • Perform broad range of clerical duties which require knowledge of procedures and
  • specialized terminology.
  • Maintain attorney calendar and travel arrangements
  • Use discretion and good judgment when contacting clients.
  • Process incoming mail, enter attorney time on system, and prepare expense reports.
  • Organize and coordinate meetings and conferences.
  • Assume responsibility for special projects, including paralegal tasks.
  • Provide administrative and overflow support.

Requirements
  • 4+ years of corporate/litigation/real estate/ family wealth planning experience in a law firm.
  • High School diploma or equivalent required.
  • Proficient in Microsoft Office Suite, efiling and DOCUSIGN.
  • Familiarity with attorney-client relationships & estate planning and execution process.
  • Familiarity with recorder, assessor, and probate court.
  • Notary or willingness to become a notary