Legal Secretary - Investment Management & Securities

STARK & STARK P C•Hamilton Township, NJ

8d•$50,000 - $70,000•Onsite

About The Position

Stark & Stark is actively hiring a Legal Secretary for our Investment Management & Securities group in our Hamilton, NJ office. In this full-time, on-site role, you’ll work closely with attorneys, clients, and other professionals to deliver excellent results on behalf of the people we represent. If you’re ready to do challenging work in a fast-paced, collegial environment, we want to hear from you.

Requirements

Proficient in Microsoft Office, especially Excel.
Strong numeracy, analytical, and organizational skills with high attention to detail.
Familiar with financial/investment terminology.
Quick learner with ability to master new software.
Reliable self-starter with strong work ethic and follow-through.
Able to multitask, prioritize, and perform under pressure.
Team-oriented with professional client interaction skills.
Proficient typing and keyboarding.

Nice To Haves

Bachelor’s degree preferred.
3-5 years of experience in financial services, law, or related field (preferred).

Responsibilities

Provide general administrative and secretarial support to attorneys and paralegals.
Answer and direct phone calls in a courteous and professional manner.
Schedule meetings, conference calls, and maintain calendars for attorneys.
Draft, edit, and manage client correspondence.
Assist in the execution and tracking of the firm’s annual compliance program.
Review client bills and billing entries for accuracy and completeness.
Generate and maintain reports related to compliance and client matters.
Monitor and track key compliance program tasks and deadlines.
Review and organize client email archives and relevant communications.
Analyze brokerage statements and assist in identifying discrepancies or irregularities.
Organize, maintain, and update physical and digital client files.
Support the analysis and documentation of client fee arrangements.
Handle other responsibilities as directed.