Trusts & Estates Litigation Secretary
About The Position
SourcePro Search is conducting a search for a Trust & Estates Litigation Secretary for a large global law firm to be based in their Los Angeles office. This position is responsible for providing administrative support and secretarial assistance to assigned attorneys/legal personnel pertaining to all aspects of trusts and estates. The assignment involves a level of document production, administrative functions, and client contact requiring excellent secretarial and technical skills. This position typically supports three or more attorneys or other legal personnel as a primary assignment and also provides back-up secretarial assistance to other attorneys/legal personnel as requested. Maintains professionalism and strict confidentiality in all client and Firm matters.
Requirements
- Excellent secretarial and technical skills
- Ability to maintain professionalism and strict confidentiality
Nice To Haves
- Experience in trusts and estates practice area
- Experience with Firm's time entry software
- Experience with Firm's billing software
Responsibilities
- Generate, prepare, and organize documentation and forms requisite to the trusts and estates practice area, such as wills, codicils, agreements, amendments, trusts, powers, designations, distribution provisions, etc.
- Create, edit, and compile large, complex, heavily formatted documents as well as prepare routine correspondence, memoranda, and other legal documents from draft or dictated.
- Proofread all documents for accuracy and completeness.
- Manage and maintain calendar and assist in meeting deadlines.
- Heavy client contact and must schedule appointments and meetings, arrange for conference rooms, and communicate information to all respective parties.
- Answer the telephone, and screen and process incoming telephone calls.
- Set up conference calls.
- Input attorney/legal personnel’s time utilizing the Firm’s time entry software on a daily basis.
- Receive, sort, and distribute incoming mail.
- Process outgoing mail to assure timely delivery.
- Send filing electronically on an ongoing basis.
- Open new client matters and request conflict of interest checks.
- Make travel arrangements, prepare itineraries, and compile documents for travel-related meetings.
- Prepare expense reports for each attorney/legal personnel.
- Submit to accounting for processing.
- Prepare and keep current desk instructions with respect to each assigned attorney/legal personnel.
- If applicable, prepare and process client billing utilizing Firm billing software.
- Review/edit/prepare and proofread prebills and invoices; assure client billing is sent out accurately and timely.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
