Legal Secretary Estate Planning

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Legal Secretary (Estate Planning)
Duties: Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and documents; collecting and analyzing information; initiating telecommunications; organizing client conferences, and attorney meetings; scheduling couriers, and other special functions; coordinating preparation of charts, graphs, and other visuals; preparing expense reports. Maintains attorneys’ calendars by planning and scheduling conferences, teleconferences, dispositions, and travel; anticipating changes in transaction preparation requirements. Provides historical reference by developing and utilizing filing and retrieval systems. Maintains hard copy and electronic filing system (FileSite/iManage). Schedules meetings with internal and external participants, and arranges conference rooms. Represents attorneys by communicating and obtaining information; following-up on delegated assignments; knowing when to act and when to refer matters to attorney. Generates revenues by documenting and inputting attorney billable time, time spent on firm related matters and reimbursable expenses; preparing invoices; tracking payments. Prepare Chrome River reimbursement and credit card expenditure reports to accounting for assigned fee earners. Coordinates monthly billing process between accounting and assigned partner for narrative edits, time movement and draft bill processing. Provides information to workflow during client intake, including matter details and Engagement Letter preparation. Maintains client confidence by keeping client/attorney information confidential. Assists with providing ad hoc cover on reception when requested by the Office Manager Operates office equipment such as photocopy machine and scanner to produce copies and scanning when needed. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Performs other job related duties as assigned and assist attorneys when needed.

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