Personal Planning / Wealth Preservation Legal Practice Assistant

Profile

Personal Planning / Wealth Preservation Legal Practice Assistant

The candidate will proactively maintain overview of timekeepers' workload and caseload; anticipate next steps and implement follow-up procedures to ensure each task is appropriately tracked and carried through to completion. Create, edit, revise, redline, and/or proofread documents from dictation, handwritten, typed, and/or electronic copy. Maintain timekeepers' calendars of meetings and business trips, using current software applications, and apprise them of responsibilities in advance of commitment. File paper and electronic documents with appropriate courts and agencies and ensure proper procedures are followed and deadlines are met. Coordinate with docketing specialist, including review of docketing reports for accuracy of dates, to ensure court or agency documents/actions for legal proceedings meet firm docketing requirements. Coordinate preliminary conflicts checks with Professional Standards to ensure attorney and firm ability to represent requesting party. Prepare new client/matter intake forms and engagement letter. Assist with billing processes, including daily time entry – entering, proofreading, spellchecking, and releasing –distribute monthly proformas, and review and edit proformas, and prepare final with cover letter (if appropriate) in accordance with firm or department procedures. Prepare accounting documents as required, including check requests, expense and travel reimbursement requests, and trust documents. Coordinate client/attorney/administrative conferences, meetings, and appointments for timekeepers and clients, including conference room scheduling, scheduling visitor offices, meals preparation of materials, and arrangement with a third party if needed (e.g., court reporter/videographer). Coordinate travel arrangements, securing air, hotel, and car plans for timekeepers. Set up and maintain administrative and client files; file electronic and/or paper documents and information promptly and accurately. Maintain file organization and updated indices (office dependent). Perform copying, scanning, and faxing tasks. Receive, screen, and transmit telephone and conference calls in a professional manner and take accurate telephone messages for timekeepers, clients, and staff as required. Process and route incoming mail, faxes, and electronic communications upon receipt. Prepare outgoing mail (including boxes/packages for shipment) for prompt delivery, arranging for messenger services as needed to meet deadlines. Prepare notebooks as required. Assume responsibility for miscellaneous tasks and special projects as required. Conduct Internet research as directed by timekeepers. Be present at work during regularly scheduled working hours and as needed in the job position consistent with the firm’s attendance expectations.

Additional Information

Requisition id: R0004194.

Company info

Perkins Coie LLP
2001 Ross Avenue Suite 4225
Dallas
Texas
United States 75201-2904
Phone : 214.965.7700
Fax : 214.965.7799
Website : https://www.perkinscoie.com