The private wealth practice group has an excellent opportunity for a Legal Secretary in the Cleveland, OH office. This is a non-exempt position that reports to the Regional Human Resources Manager and has an in-person presence of four days per week in the Cleveland office, with one day remote. Some of the essential functions include: Prepare and organize documents for client meetings and ensure that all necessary paperwork is available and in order. Regularly communicate with clients to gather information and provide updates on the status of their estate planning matters. Maintain attorney's calendar, schedule and coordinate client meetings, including initial consultations and document signings. Answer client inquiries, either by phone or email, and aid with completing forms and understanding documents. Partner with attorneys and their clients on the billing process.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed