Job Profile
Trusts and Estates Paralegal The candidate will support attorneys and Paralegals through the performance of complex secretarial and Administrative duties requiring knowledge of Legal terminology and the Legal process including the knowledge of State, Probate Court and tax filings requirements. Will type, format, retrieve, revise, combine, edit, spell-check, proofread, print and save a variety of moderate to complex documents and/or correspondence from handwritten copy, hard (typewritten) copy or Transcription machine (dictation) while consistently producing an exceptional work Product with a high degree of accuracy. Prepare, compose and assemble documentation into proper Legal format from established departmental procedures and/or General instruction ensuring the proper inclusion of correct attachments, exhibits and enclosures. Assist with special projects and other duties as required. Daily entry and/or release of timekeeper's time entries. Edit billing narratives and review final billing statements. Manage Administrative aspects of client/matter intake including conflicts check, prepare new client/matter memo(s), engagement letters and communicate client billing standards and requirements to appropriate individuals. Establish/organize/maintain client, departmental and Administrative files; properly and regularly file documents and/or correspondence, including the accessing of the Firm's file Management database to retrieve and obtain file location and the retrieval of archived files. Answer, screen and forward telephone calls, while assist and provide information, as appropriate. Schedule and coordinate conference calls, meetings, Travel and appointments. Receive, sort and distribute incoming mail and faxes. Anticipate the needs of the timekeepers to enable them to focus on client/firm related matters. Administratively support and re-direct client/firm needs during timekeepers absence. Delegate work to firm resources to effectively complete work assignments. Proactively manage Administrative information required of timekeepers, including recording and maintaining timekeepers' calendar and contacts and entering activities and other relevant information in the Firm's contact Management database system (Interaction). Conduct internet research. Understand firm's structure and resources and familiarize new attorneys and Staff with same. Support other timekeepers and Legal Administrative assistants when required to accomplish firm priorities. Review firm's portal notices and new matters daily. Serve as a witness and/or Notary Public for the signing of original documents by clients and arranges for additional witnesses to be available when necessary. Assist with probate accountings, typing and filing tax returns, filing of estate Administrative documents with probate courts.<br /> <br /> The candidate must have 3+ years of Legal secretarial experience. Should have strong typing skills with accuracy (55+ wpm). Must have exceptional secretarial and Administrative skills, excellent organizational, Client Service and communication skills (both written and oral), and the ability to multi-task while also adapting to changes in deadlines and changes in the Nature of the assignment. Notary Public may be required. Should have thorough knowledge of Legal terminology, documents and procedures. Must have advanced word processing abilities (use of styles, scanning, sophisticated mail merges, compare documents, pagination, inserts of headers and footers and create tables). Should be proficient in MS Office XP Suite (Word XP, Excel XP and Outlook XP), Access, InterAction, MacPac, DTE, iManage, DeltaView, CMS (Quicklook), PDF scanning, HotDocs, Internet research and have ability to learn and use advanced software applications.
This is a recruiter job.
