Legal Secretary - San Diego

Consultative Search GroupSan Diego, CA
Onsite

About The Position

Our client is seeking a Legal Secretary out of their San Diego office. This role will be responsible for directly assisting an assigned group of local attorneys in addition to providing global team support with a variety of administrative responsibilities, while assisting lawyers with client intake tasks such as processing conflicts of interest and new business intake forms. Please note that there are two positions available within this team. While both will encompass the responsibilities below, one will be more heavily focused on extensive document management, and the other will be primarily focused on delivering enhanced, high-touch, white glove service.

Requirements

  • Display professional communication skills with the ability to interact effectively with attorneys, clients, vendors, and staff throughout the firm
  • Possess the initiative to work both independently and in a team environment with a customer service focus
  • Demonstrate the ability to multi-task and adapt to continuously evolving technology platforms
  • A high school diploma or equivalent
  • A minimum of three (3) years of relevant experience in a legal or professional services environment

Nice To Haves

  • preferably a Bachelor’s degree or equivalent

Responsibilities

  • Monitoring lawyer time entries for compliance with firm standards, while proactively editing entries, and alerting attorneys of any non-compliance
  • Generating, editing, and posting client invoices ensuring firm and client defined standards (Outside Counsel Guidelines) are met, while working with assigned lawyers to regularly manage their billing inventory, as applicable
  • Gathering and working to the preferences of assigned attorneys in order to execute tasks such as expense reimbursement, document management/edits, calendaring and scheduling, and travel arrangements
  • Preserving the confidentiality of firm and client protected information
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