Job Details

Legal Secretary (private Client And Tax)

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Jun 12, 2020

Valid Through

Sep 25, 2020

Posted on

Jan 18, 2020

Years of Experience

Min 3 yrs required


San Francisco, CA, United States

Employment Type



Practice Area
Corporate >> Corporate - General
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Legal Secretary (Private Client and Tax)
The Candidate will be responsible for drafts letters and documents; collects and analyzes information; prepares charts, graphs, and other visuals. Supports fee-earners and clients by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents. Maintains attorneys' calendars by scheduling conferences, teleconferences, and travel. Maintains hard copy and electronic filing system (FileSite/iManage). Schedules meetings with internal and external participants, and arranges conference rooms. Communicates and obtains information from/for internal and external clients. Inputs attorney time into timekeeping software. Prepares Chrome River reimbursement reports for assigned fee-earners. Coordinates monthly billing process between accounting and assigned partner(s). This includes preparation of draft and final client invoices and transmittal of same. Supports the New Client Intake process which includes the conflicts check, matter details and Engagement Letter preparation. Assists with providing coverage to reception as scheduled by the Office Manager. Operates office equipment including photocopy machine and scanner when needed.

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.

Company info

Hiring Coordinator
505 Montgomery Street
Suite 300
San Francisco, CA 94111


"A Pretty Good Law Firm"

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.
Cons : The pay for this firm could be a lot better. Starting out it isn't too bad, but there isn't much room for growth and advancement. Those in upper management have been there for years and don
Current or former employee? : Former Employee

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