Trust & Estate Litigation Secretary
3 weeks ago
Key Responsibilities Include:
- Create, format, edit, proofread, and manage Word documents, Excel spreadsheets, and PowerPoint presentations. Draft routine correspondence, forms, etc. under the supervision of an appropriate lawyer/professional.
- Answer telephone and routine questions from clients and staff members and/or route calls to appropriate lawyer or staff member.
- Assist with managing lawyer’s calendar by scheduling appointments, depositions, meetings (external and internal), hearings, closings, etc.
- Schedule domestic and foreign travel through firm travel system, including flights, hotels and/or car rentals.
- Track, organize, and process reimbursements, invoices, and check requests.
- Run conflict checks, open new client matters, and draft engagement letters and other required documents; provide guidance to lawyers so completed forms are submitted properly.
- Opens, prioritizes and distributes mail. Coordinates mailings, deliveries, copying and courthouse filings where appropriate.
- Enter and manage work requests from lawyers in the workflow tool and complete according to provided deadline(s).
- Perform routine filing, photocopying, scanning, compiling, and distributing of documents; identify and coordinate available services provided by administrative departments such as office services, the IT Help Desk, word processing, accounting, billing, and records.
- Operates independently to ensure assignments, which may be complex in nature or require high-level production, are completed in an accurate and timely manner. Produces a high volume of work assignments in an accurate and timely manner.
- Perform clerical duties for non-legal departments, as needed.
Qualifications:
- 10+ years supporting lawyers and paralegals with administrative or client-related tasks in trusts, estates, and probate litigation.
- Advanced knowledge of Microsoft Office Suite.
- Experience with Worksite/Filesite document management system.
- Has attained proficiency in all of the core legal administrative assistant functions and has advanced technical and communications skills.
- Ability to work in a fast paced environment with demonstrated ability to coordinate multiple competing tasks and demands.
- Superb attention to detail, grammar, and punctuation, and the ability to articulate thoughts and effectively present new ideas and findings.
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