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Legal Secretary I
2 months ago
Join an amazing team that is consistently recognized for our achievements and culture, including our most recent Forbes award for being one of America's Best Midsize Employers for 2024
Bretoi, Lutz & Stele, House Counsel for Mercury Insurance is currently seeking a Legal Secretary I to join our team in San Diego, CA.
**Position Summary**:
Entry level position that provides secretarial and administrative support to professional legal staff. Demostrates thorough degree of legal knowledge, compentence and secretarial skills. Prepares and files legal documents, motions, pleadings and coorespondence of a legal nature as directed. Maintains attorneys calendar, sets court dates and appearances, and schedules meetings with witnesses and other involved parties. Maintains department records. May be required to support up to as many as three litigation attorneys.
**Essential Job Functions**:
- Works closely with Attorney to:
- Draft letters and legal documents;
- Prepare and assemble documents, including necessary transmittal forms and envelopes, in proper
- format;
- Complete typing and word processing assignments and documents of legal nature, including cooresopndence, pleadings, subpoenas, and related documents.
- Prepares documents for filing with Court;
- Produces quality written communication, corrects and edits documents to ensure final copy conveys propery format and is correct in detail;
- Prepares Answers, Cross-Complaints, discovery and all pleadings as directed by the handling attorney;
- Maintains transcripts, documents and evidence;
- Handle files with mínimal exposure and complexity; typical soft-tissue injury claims with no risk;
- Maintains record of claims and legal documents and case activity;
- Works with attorney to assist in work flow processes;
- Coordinates legal services such as court reporting, copying and delivery agencies;
- Assures all work is prepared and timely submitted without delay.
- Has complete understanding of court deadlines, Rules of Court, requirements for processing documents and all office and court processes;
- Handles routine correspondence and inquires with attorneys, clients, adjusters, courts, etc. through written or telephone communcations skills;
- Communicates with claims, opposing counsel and clients regarding legal file;
- Carries out day to day activities in a logical and effective manner and completes work assignments promptly;
- Schedules court reporters, expert witnesses and other experts for testimony at depositions and trial;
- Classifies, sort and file correspondence, articles, records and other documents;
- Operates standard and/or automated office equipment such as word processors, typewriters, transcribing software, case management software, photocopies, etc.
Calendaring and Tasks:
- Maintains attorney calendar by accurately recording court dates and appearances as directed.
- Schedules meetings, depositions, and appointments;
- Assembles documents, reports and information as requested to prepare for meetings;
- Arranges necessary meeting spaces, secures conference rooms as needed;
- Informs participants of meeting dates, times and location;
- Resolves calendar conflicts by prioritizing and coordinates rescheduling dates as requested;
- Tasks all deadlines in connection with appearances;
- Tasks all deadlines in course and scope of daily job duties and upcoming assignments;
- Schedules internal conferences related to legal files;
Continuing Professional Knowledge and Education:
- Updates job knowledge by participating in Educaitonal opportunities;
- Reads and understands professional publications regarding changes in Court rules and procedures;
- Assume other responsibilities as directed.
- Regular attendance at work on a full-time schedule of at least 7.5 hours and 37.5 hours per week
- Other functions may be assigned
**Education**:
- These worker characteristics are normally acquired through completion of a general high school educational, vocational training in legal support.
**Experience**:
- At minimum 1+ years experience in insurance defense litigation or significant experience in the legal industry.
**Knowledge and Skills**:
- Must have advanced secretarial skills, including word processing, competence and typing and transcription from rough draft and Dictaphone machine;
- Promotes and demonstrates a cohesive work environment and provides high level of professionalism in corresponding and communicating with office staff and clientele including but not limited to, adjusters, opposing counsel, clients, and vendors.
- Requires the ability to produce quality work that is accurate, complete, and properly formatted ensuring a high degree of confidentiality is maintained;
- Work requires thorough knowledge of legal principles, terminology and procedures.
- Work requires excellent written communication skills to draft legal documents in support of and response to inquires and requests from opposting counsel, as well as to proof and edit docu
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