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Carrot Peelers, Sales, Personality and Your Job Search
Law Firm
Legal Staff
Litigation - Foreclosure (Lender-side)
Trusts and Estates
Min 5 yrs required
Legal Secretary (Estates, Trusts & Tax Planning) The candidate will handle high volume client contact and the successful candidate must be self-motivated, able to work independently with the ability to juggle a variety of tasks and make independent decisions. Will initiate, draft, edit, and finalize correspondence, reports, and other materials as requested; prepare engagement letters; open and maintain client files; and process, review and edit client bills. This position will proofread all work including correspondence, memoranda, and other legal documents; screen incoming calls, record messages, and sort, read and process mail. The Legal Secretary will establish and maintain calendar and deadline reminder systems, open new files, maintain all client and general files, prepare files to be closed, process bills, proof billing sheets, and review and edit bills; as well as maintain systematic follow-up systems to ensure that deadlines are met and that information and material required from other offices is received on a timely basis. Work with all departments in assisting with the workflow of the Firm and perform additional duties.
Qualification and Experience
The candidate must have 5+ years of secretarial/executive assistant experience. Previous experience in Estate Planning or Tax is strongly preferred. Must have excellent organizational and technical skills, be self-motivated, dependable and have the ability to work well under pressure while handling a variety of secretarial/administrative tasks within a busy and dynamic legal environment. Requires accuracy, solid attention to detail and excellent proofreading skills. Must be proficient in the Microsoft Office software.
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