Finance Legal Secretary Job Description

'Legal Secretaries work to assist lawyers and paralegals through the performance of various secretarial and clerical duties. Finance Legal Secretaries can find employment opportunities in areas such as Banking and Finance departments and even Corporate Finance departments. General duties of a secretary include: Answering telephones and taking messages; Word processing and Dictaphone typing; amending correspondence and documentation; diary management; and photocopying, faxing, receipt of mail and travel arrangements, etc. They must have understanding of accounting, finance and business practice. No specific degree is associated with that of a legal secretary. However, employers prefer candidates with legal courses. They are expected to have knowledge of legal terminology and the legal process. Basic knowledge of Excel and PowerPoint is required of them. Ability to effectively manage and maintain large, complex cases, including communication lists, distribution lists, service lists, and mailing labels is always needed. Excellent communication skills and typing speed of 70 wpm are advantageous. A strong work ethic is essential to thrive in this role.


Here are a few sample finance legal secretary job descriptions:

Corporate Finance Legal Secretary

The candidate should have 5+ years of experience and solid tenure. Degree and large firm experience is highly desired.

Commercial Finance Legal Secretary

Responsibilities: Preparing and formatting documents, including loan agreements, promissory notes, deeds, mortgages, UCC financing statements, etc. Completing entity searches. Filing UCC financing statements, as directed by the attorney or paralegal. Assisting in the preparation and distribution of closing binders and CDs. Compiling costs at time of closing. Assisting in complete process for financing and other commercial lending transactions. Entering details from attorney time records. Coordinating monthly billing process. Corresponding with clients. Maintaining attorney and paralegal calendars. Answering telephone calls. Making travel arrangements and submitting expense reimbursement reports. Running conflict searches and preparing new client/matter reports. Developing and maintaining positive relationships with clients, attorneys, and staff members.

Requirements: 5+ years of legal secretary experience, preferably in a large law firm, supporting multiple attorneys. Familiarity with commercial finance loan terminology and types of loans. Excellent grammar. Exceptional typing and proofreading skills. Strong computer skills, including MS Word, Outlook, Excel, and PowerPoint. High level of organization and time-management skills. Must have a positive attitude and commitment to client service. Excellent written and verbal communication skills. Attention to detail and strong analytical abilities. Dedication to producing quality work and bringing assigned tasks and projects to completion. Ability to work under pressure and prioritize competing demands. Ability to work autonomously and as part of a team.'