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Legal Secretary - Estate Planning
Cleveland
, Ohio $65,000/Year
Direct Hire
On-Site
Legal Secretary – Estate Planning
Cleveland, OH
Competitive Pay and Benefits
The Legal Secretary will follow established policies and procedures, performing a wide variety of secretarial duties for those attorneys and paralegals to which assigned. Maintains positive contact with clients, attorneys and staff and observes confidentiality of client matters.
Legal Secretary Responsibilities:
Legal Secretary Requirements:
#INDFB
Cleveland, OH
Competitive Pay and Benefits
The Legal Secretary will follow established policies and procedures, performing a wide variety of secretarial duties for those attorneys and paralegals to which assigned. Maintains positive contact with clients, attorneys and staff and observes confidentiality of client matters.
Legal Secretary Responsibilities:
- Provide confidential administrative support to legal staff in the Estate Planning group.
- Manage and coordinate priorities of multiple attorney/paralegal assignments.
- Prepares estate planning documents and correspondence requiring knowledge of legal terminology and document formats.
- Maintain electronic calendar for assignments. Make appointments for attorneys, arrange meetings and conference rooms.
- Sort, distribute and prioritize all incoming mail.
- Maintain all client files. Work with Records Department to close files and send off-site.
- Schedule business travel arrangements when necessary.
- Professional phone etiquette to handle incoming calls from clients and other members of the Firm.
- Open new files by creating New Client/New Case forms.
- Enter attorney and paralegal time into 3E.
- Process expense reports through Chrome River.
- Maintain contact information for assignments.
- Perform overflow typing, filing, photocopying as time permits and as requested by other attorneys or the HR Department, or the Office Administrators if outside of Cleveland.
- Works closely with other secretarial staff and administrative support staff (billing associates, internal services personnel, etc.
Legal Secretary Requirements:
- Proficient knowledge of firm software and hardware including Outlook, Word, 3E, Excel, Chrome River, telephones and photocopiers.
- Knowledge of legal terminology and procedures.
- Excellent proofreading, grammar and spelling skills a must.
- 7-10 years of experience in a mid to large size law firm.
- Ability to transcribe legal documents and correspondence at a level of 80 wpm.
- Ability to organize and prioritize numerous tasks and complete them under time constraints; strong organizational skills.
- Interpersonal skills necessary in order to communicate and follow the instruction effectively from a diverse group of attorneys and staff and provide information with courtesy and tact.
- Work occasionally requires a high level of mental effort and strain when performing a high volume of clerical tasks and performing other essential duties.
- Work may require more than 37.5 hours per week to perform the essential duties of the position; may require irregular hours.
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