Real Estate Client Service Specialist
4 weeks ago
In this capacity, the Client Service Specialist will:
- Maintain a consistent physical presence required to facilitate an interactive and collaborative environment ensuring seamless support to the practice;
- Facilitate client communications and coordinate client meetings;
- Coordinate pending matters and projects and action items for each day, tracking deadlines and follow up;
- Roll calls, maintain phone logs, maintain calendar, scheduling, expense reports and travel arrangements;
- Execute legal practice tasks and projects; maintain client materials in document management system;
- Execute administrative functions and facilitate completion of tasks opening of new matters, engagement letters, client presentations, meetings and other administrative projects as assigned;
- Proofread and redline complex legal documents and correspondence;
- Prepare complex legal documents and correspondence; apply subject matter expertise in coordination of legal practice tasks and projects;
- Understand and support client billing processes including: ensure adherence to time entry protocols and best practices; proof read, edit, and review client bills; application of proper task codes and matter management; coinciding math aptitude and skills to support rates, rate changes, write-offs, preparation of expense reporting and audits as required;
- Manage the legal and administrative practices of attorneys and facilitate service levels that meet client requirements;
- Work overtime as required; and
- Demonstrate adaptability, flexibility, initiative and innovation in handling a wide variety of additional projects as required.
Proficiencies:
- Advanced ability to organize, prioritize, coordinate, delegate and work as part of a team;
- Advanced to Expert proficiency in rules of English grammar, spelling and punctuation; bilingual proficiency as may be required;
- Advanced proficiency in MS Word and document editing/comparison applications;
- Advanced proficiency in MS Outlook and web-based conference call/web-sharing applications;
- Advanced proficiency in MS Excel and spreadsheet/database applications;
- Advanced proficiency in MS PowerPoint and presentation applications;
- Advanced knowledge of time keeping, expense processing and legal billing;
- Proficiency in document management applications;
- Proven ability to effectively coordinate with other firm-wide departments with the necessary communication skills to transfer instructions/data, verify results, resolution of conflict and delivery or results; and
- Excellent written and oral communication skills required with strong ability to meet deadlines and provide results while supporting Firm policy and procedures.
Qualifications:
- Bachelor’s degree (preferred);
- At least 5+ years’ of legal secretarial experience or relevant legal experience (required); and
- Real Estate experience (preferred)
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