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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Legal Staff
Finance - Banking
Litigation - Whistleblower - CFTC
4-5 yrs required
Senior Legal Secretary Duties: Assisting the Bank's Legal Counsel. Provide information to customers, attorneys, federal, state, local government, and co-workers inside and out of the department. Utilizes legal requirements knowledge to independently create, type and modify all correspondence, memoranda, notes, outlines, legal documents, charts, forms, etc., whether from drafts, originals, dictation tapes. Performs legal research and memorializes information for attorney usage. Corresponds with customers, attorneys, local, state and federal governments in writing and by telephone on behalf of Legal Counsel. Screens telephone calls and, unless otherwise instructed, assist callers independently. Utilizes judgment to include Legal Counsel when appropriate. Assists Legal Counsel with litigation discovery production. Locates and gathers requested documents, loan files and emails. Provides copies and coordinates delivery of documents to outside counsel. Opens, reads and responds to all incoming mail not marked personal and confidential, unless instructed otherwise, for sensitive or critical matters and alerts Legal Counsel. Establishes, maintains and has control over all attorney or section files. Independently reorganizes files and anticipates need for reorganization or expansion. Files material in the appropriate order in a timely manner. Reviews files to ensure that all documents needed for meetings, appointments, closings, depositions, etc. are in the file and in proper order. Maintains and updates the bank's Contract Log and master contract files. Coordinates distribution of executed copies to appropriate parties. Follows up with department heads on contracts (post Legal review) in process of negotiation. Exercises independent judgment in determining priority levels of all work assigned on a daily basis. Ensures that high priority items are completed in a timely manner. Maintains and updates attorney calendars. Schedules appointments with other parties. Reminds Legal Counsel of appointments, specific court dates and various other dates (even though such dates may not necessarily require the attorney’s presence). Initiates or gathers pertinent materials which may be needed for such meetings, from files, library, Internet. Makes travel arrangements. Gathers and tracks bank legal fees by matter on master billing log and distributes, as appropriate, to officers for payment approval. Researches potential instances of double billing and unauthorized billing adjustments. Prepares monthly executive reports reflecting legal department activities. Assists Legal Counsel in maintaining and updating the contents of the legal department's intranet site. Creates and maintains ticklers and logs. Maintains a working understanding of, and complies with, applicable banking regulations. Understands the bank’s mission, organizational structure, employee handbook, bank security, standards of conduct, and policies and procedures. Complies with all applicable federal and state laws and regulations.
Qualification and Experience
Qualifications: High school diploma/GED and Paralegal Certificate; and 4-5 years’ related experience and/or training; or equivalent combination of education and experience required. Type at a speed of 90 wpm is required. Shorthand and Dictaphone abilities are preferred. Paralegal Certificate and Notary Public preferred.
Job Requisition ID: NB14033
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