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Trust and Estates Legal Secretary
San Diego
, California $65,000/Year
Direct Hire
On-Site
Trusts & Estates Legal Secretary
San Diego, CA
65-80K
The San Diego office is seeking to hire a full-time legal secretary to perform high level clerical support to a fast-paced Trusts and Estates practice. The position 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. The legal secretary will assist the Trusts and Estates practice group with various clerical duties such as typing, proofreading, note taking, appointment coordination, meeting set-up, answering phones, mail distribution, greeting clients, and other general office duties as needed. This position requires a positive attitude, impeccable interpersonal and communication skills, and the ability to work well with all levels of employees in the office, as well as clients and other professional advisors.
Trust & Estates Legal Secretary Responsibilities
Trust & Estates Legal Secretary Requirements
San Diego, CA
65-80K
The San Diego office is seeking to hire a full-time legal secretary to perform high level clerical support to a fast-paced Trusts and Estates practice. The position 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. The legal secretary will assist the Trusts and Estates practice group with various clerical duties such as typing, proofreading, note taking, appointment coordination, meeting set-up, answering phones, mail distribution, greeting clients, and other general office duties as needed. This position requires a positive attitude, impeccable interpersonal and communication skills, and the ability to work well with all levels of employees in the office, as well as clients and other professional advisors.
Trust & Estates 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 e-filing.
- 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.
Trust & Estates 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.
- Ability to work with diverse people and attitudes.
- 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.
- Work may require more than 37.5 hours per week to perform the essential duties of the position; may require irregular hours. This is a non-exempt position and the individual is eligible for overtime pay.
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