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Legal Secretary, Private Client & Tax/business/immigration

Full-time 7 views
Company Withers Location New York City, NY, United States

Law Firm

Legal Staff

Min 3 yrs required



Sep 13, 2022

Dec 27, 2022

Jul 11, 2022


Legal Secretary, Private Client, and Tax/Business/Immigration
The candidate drafts letters and documents for a variety of practice areas including trust and estate-related documents, corporate transaction documents, immigration forms, etc.; collects and analyzes information; prepares charts, graphs, and other visuals using PowerPoint, Excel, and other software. Edits documents for fee earners. Maintains attorneys' calendars by scheduling conferences, teleconferences, and travel. Communicates and obtains information from/for internal and external clients. Manages administrative matters and details for attorneys. Maintains and updates attorney mailing lists for clients. Maintains confidentiality of client and firm matters. Coordinates monthly billing process between accounting and assigned partners. Supports the New Client Intake process which includes the conflicts check, matter details, and Engagement Letter preparation. Supports attorneys, fee-earners, and clients by reading, researching, reviewing, verifying, and routing correspondence, reports, and legal documents. Schedules meetings with internal and external participants via Zoom/Microsoft Teams. Arranges conference rooms as needed. Prepares ChromeRiver reimbursement reports for assigned fee-earners. Responsible for entering fee earners' time into 3E. Maintains hard copy and electronic filing system (FileSite/iManage). Assists with providing notarizations and witnessing at client meetings; possible coverage of Reception as needed by the Office Manager. Operates office equipment including photocopy machine and scanner when needed. Performs other job-related duties as assigned. Bachelor's Degree preferred. Must be willing to support different practice areas. 3+ years as a secretary or administrative assistant in a law firm, with experience in supporting partners in various practice areas; Private Client & Tax experience is a plus. Should have 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. Should have experience with transcribing dictation. Must possess strong technical skills, with solid knowledge of Microsoft Word, and Outlook, as well as programs such as FileSite/iManage, and 3E or other billing software. Familiarity with legal terminology. Should have the ability to prioritize and multitask effectively. Interpersonal skills: the ability to establish effective working relationships with colleagues and clients; ability to work both as a team as well as independently. Knowledge of library operations and records storage procedures for retrieving materials and files.

Company info

Hiring Coordinator
430 Park Avenue
10th Floor
New York City, NY 10022
Phone: 212-848-9800
Fax: 212-848-9888

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