Job Details

Legal Assistant

Company name

Verras Law

Organization Type

Law Firm

Job Type

Legal Staff

Salary

15

Years of Experience

Min 3 yrs required

Location

Palm Harbor, FL

Posted on

Dec 06,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Legal Assistant The candidate will be responsible for managing front office operations, carrying out administrative duties, providing support to the legal team and ensuring that the firm remains in compliance with state legal regulations. To act as “first contact” for all incoming calls; answering client inquiries and providing information and guidance about the services offered with securing an initial consultation as your goal for each “first contact” call. To make and confirm all appointments. To request files, folders and documents from the Administrative Assistant for both new and established client meetings. To take telephone messages for all employees of the Firm. To process all credit card and cash payments via appropriate receivables activities. To invoice clients as needed. To provide daily financial reports to the Office Manager. To post to client accounts all charges for time, activities and clerical services. To assist with all accounting and billing as needed. To manage, back up and file legal documents and correspondence, both hard copy and digital, in the strictest confidence. To draft documents and letters from existing acquisitions using proper templates. At the beginning of each work day, to check office emails and take action accordingly. To keep cases organized by establishing and organizing files, monitoring calendars, meeting deadlines, documenting actions, inputting information into file database and case management software and confirming status with Firm Partner and Chief Paralegal. To enter new client and established client information into CLIO, QuickBooks and Drop Box as needed. To help develop cases by maintaining contact with people involved in the case; scheduling depositions, preparing and forwarding summonses and subpoenas, drafting briefs and complaints, preparing and filing discovery requests, responses to opposing counsel and generating status reports. To organize materials for team case reviews and mediations, monitoring and obtaining discovery responses. To correspond with counsel, court and clients in a knowledgeable, courteous and professional manner. To implement and improve on administrative processes for more efficient workflow. To maintain case costs by verifying outstanding balances with Firm Partner, clients and Office Manager. To continuously update job knowledge by participating in educational opportunities and reading professional publications. To assist Chief Paralegal as requested and needed. To act as a Witness on an “as needed” basis. To perform other services and duties as directed and needed by Office Manager and Chief Paralegal. A High School diploma or equivalent, college Associate or Bachelor’s degree is preferred. Should have 3+ years of experience working as a legal assistant. Must have ability to type as least 50+ words per minute. Should have deep knowledge of and the ability to explain and direct activities for all legal services offered by Firm including Estate Planning, Probate and Wills. Must have a working knowledge of software applications such as QuickBooks, CLIO, Microsoft Office Suite, Drop Box and other applications related to office and legal work.

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