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Carrot Peelers, Sales, Personality and Your Job Search
Law Firm
Legal Staff
Tax - General
Estate & Tax Planning
Min 5 yrs required
Tax And Wealth Planning Client Service Specialist (legal Administrative Assistant) The candidate will provide superior client service by answering and screening calls in a courteous and timely manner and providing other client assistance when needed. Work closely with attorneys and clients to ensure seamless transfer of information. Facilitate the management of client specific data to enhance the overall approach to dedicated interactions. Manage workflow of assigned tasks and projects, prioritizing incoming tasks to meet deadlines and coordinate with other support services to complete work. Manage attorney calendars and assist in meeting deadlines, coordinate attorney and/or client travel arrangements and collaborate with the client regarding same. Prepare legal documents, memoranda, and correspondence from draft or dictated text. Create, edit, format, and proofread documents, spreadsheets and presentations with the highest level of accuracy and attention to detail. Assist multiple attorneys as primary assignment and provide additional support, back?up, and PTO coverage for the CSS assigned to the team. Transmit legal documents, memoranda, and correspondence to clients, witnesses and court officials by electronic filing, fax, email, mail and/or messenger. Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software. Calendar all critical deadlines and other dates requiring action into a calendaring database and ensure accurate calculations; maintain and manage these deadlines. Assist in the coordination of client billing using sophisticated software and procedures that may require client-specific instructions. Work proactively with Legal Team Assistants to accomplish tasks. Collaborate with resources, including Attorney Resource Center, as appropriate to complete projects and tasks. Adhere to all firm policies, procedures, standards and guidelines while maintaining confidentiality. Other related duties, as assigned. Associate’s Degree is preferred; Bachelor’s Degree is a plus; applicable work experience may be considered in lieu of a degree. Should have 5+ years related experience at a law firm or legal or corporate department.
Requisition Number: TAXAN002543
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