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Insurance Defense Legal Secretary Assistant
2 months ago
We are seeking a highly organized and detail-oriented Insurance Defense Legal Secretary Assistant to join our team at Plona Partners. As a key member of our support staff, you will play a critical role in ensuring the smooth operation of our law firm.
Key Responsibilities- Case Management: Coordinate and track numerous legal matters of all types, ensuring timely and efficient resolution.
- Document Preparation: Create, edit, format, and proofread documents, including agreements, contracts, plans, and other legal documents.
- Communication: Communicate directly and on behalf of attorneys with third parties, including client representatives, other companies, and institutions.
- Workflow Management: Create, execute, and monitor systems to manage client workflow, tasks, and documentation.
- Document Maintenance: Organize and maintain various documents, appropriately storing them within our file management system.
- Conference Coordination: Arrange and coordinate conference calls and client meetings.
- Client Onboarding: Prepare new client matter requests and coordinate approval, conflict search processes, and new matter letters.
- Financial Management: Review and edit bills and related reports according to client billing arrangements and facilitate prompt responses to client billing inquiries.
- File Maintenance: Maintain electronic and paper files, adhering to Firm and client service team guidelines.
- Calendar Management: Maintain and monitor attorney calendars.
- Travel Arrangements: Coordinate and/or book travel arrangements.
- Expense Tracking: Prepare, track, and maintain attorney expenses in Chrome River.
To be successful in this role, you will possess excellent organizational skills, attention to detail, and the ability to work effectively in a fast-paced environment. A strong understanding of legal terminology and procedures is essential.