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Date Last Verified
Years of Experience
ProfileLegal Secretary (Private Client and Tax)
Qualification and Experience
The candidate should have High School diploma required, Bachelor's Degree preferred with 3+ years as a secretary or administrative assistant in a professional service industry, preferably in a law firm's wealth planning or private client practice group. Possess strong technical skills, with solid knowledge of Microsoft Word, Excel, Outlook, PowerPoint as well as programs such as FileSite/iManage and Elite. Strong communication skills: the ability to express self effectively, both orally and in writing including excellent spelling, grammar, punctuation, form, and style. Ability to compose correspondence as needed. Interpersonal skills: the ability to establish effective working relationships with colleagues. Knowledge of library operations and records storage procedures for retrieving materials and files. Familiarity with legal terminology pertinent to the areas of assignment. California Notary strongly preferred.
505 Montgomery Street
San Francisco, CA 94111
Former Employee - Reviewed on September 09, 2017
This firm needs to offer better means of advancement. If people want to advance within a firm you need to expand your firm or employees will leave.Pros : When I started with this firm management did a great job training me for the position and being sure to answer any questions or concerns I had. Employees were also very helpful in the firm and never had any issues with employees.