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Legal Secretary - Trusts and Estates

San Diego, California
Legal Secretary – Trusts and Estates
San Diego, CA
Competitive Pay and Benefits

The Legal Secretary will provide secretarial support to a partner attorney and the San Diego Trusts and Estates practice group, consisting of two to three other Trust and Estates attorneys and a paralegal. The legal secretary will be responsible for managing all aspects of the partner attorney’s complex calendar, including scheduling/cancelling appointments, managing task lists, and tracking/processing expenses. 

Legal Secretary Responsibilities:
  • Manage all aspects of the partner attorney’s schedule, providing context as needed to assist in discerning priorities.
  • Provide litigation support, including preparation of pleadings and efiling.
  • Coordinate meetings, conference calls, etc.
  • Book travel arrangements.
  • Track expenses and complete expense forms.
  • Screen calls, correspondence, and emails.
  • Provide briefing materials for meetings.
  • Retrieve and distribute mail; prepare outgoing mail/shipping.
  • Greet all visitors to the office and notify appropriate person of their arrival.
  • Maintain attorney mailing lists and contacts.
  • Draft and proofread correspondence and documents.
  • Perform general office duties, including faxing, photocopying, scanning, and filing.
  • Time entry.
  • Work with billing assistant to revise and send bills.
  • Adhere to administrative and recordkeeping guidelines to support documentation of activities.
  • Manage individual attorney and group task lists.

Legal Secretary Requirements:
  • Minimum 5 years relevant work experience.
  • Trusts and estates and/or litigation experience a plus, but not required.
  • Candidate cannot be averse to dealing with filing deadlines, taxing authorities, or the courts.
  • Superb client service skills.
  • Strong oral and written communication skills.
  • Strong organizational and time management skills.
  • Ability to work with diverse people and attitudes.
  • Ability to function as a cooperative and effective team member.
  • Meticulous attention to detail and grammar on professional and internal communication (email/documents/data entry).
  • Strong computer competency and advanced proficiency with Microsoft Office Suite (Outlook, Word, and Excel).
  • Ability to take initiative, hit the ground running, work independently and with a team with minimal supervision.
  • Willing to take direction and instruction.
  • Takes initiative and thinks ahead.
  • Actively looks for ways to improve.
  • Willing to ask questions.
  • Determination to see a project through to completion.
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