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Legal Secretary (private Client & Tax)

Full-time 21 views

Law Firm

San Francisco, CA, United States

Legal Secretary (private Client & Tax)

Legal Staff

Withers

Company Review

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Min 2 yrs required

Full-time

No

Legal Secretary (Private Client & Tax)
The candidate 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 Zoom/Microsoft Teams meetings, conference, and travel. Maintains hard copy and electronic filing system (FileSite/iManage). Schedules meetings with internal and external participants and arranges conferences, and travel arrangements. Communicates and obtains information from/for internal and external clients. Inputs attorney time into timekeeping software (3E). Prepares Chrome River reimbursement reports for assigned fee-earners. Coordinates monthly billing process between accounting and assigned partner(s). Supports the New Client Intake process which includes the conflicts check, matter details and Engagement Letter preparation. Operates office equipment including photocopy machine and scanner when needed. Maintains confidentiality of client and firm matters. Performs other job-related duties as assigned. High School Diploma degree is required; Bachelor's degree is preferred. Should preferably have 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously; law firm experience is preferred.

Legal

Apr 27, 2023
Jan 12, 2023
Apr 27, 2022
Company info

Hiring Coordinator
Withers
505 Montgomery Street
Suite 300
San Francisco, CA 94111
Phone: 415-872-3200
Fax: 415-549-2480


Job Feedback

Law Firm

Legal Staff

Min 2 yrs required

Full-time

Legal

Jan 12, 2023

Apr 27, 2023

Apr 27, 2022

Profile

Legal Secretary (Private Client & Tax)
The candidate 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 Zoom/Microsoft Teams meetings, conference, and travel. Maintains hard copy and electronic filing system (FileSite/iManage). Schedules meetings with internal and external participants and arranges conferences, and travel arrangements. Communicates and obtains information from/for internal and external clients. Inputs attorney time into timekeeping software (3E). Prepares Chrome River reimbursement reports for assigned fee-earners. Coordinates monthly billing process between accounting and assigned partner(s). Supports the New Client Intake process which includes the conflicts check, matter details and Engagement Letter preparation. Operates office equipment including photocopy machine and scanner when needed. Maintains confidentiality of client and firm matters. Performs other job-related duties as assigned. High School Diploma degree is required; Bachelor's degree is preferred. Should preferably have 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously; law firm experience is preferred.

Company info

Hiring Coordinator
Withers
505 Montgomery Street
Suite 300
San Francisco, CA 94111
Phone: 415-872-3200
Fax: 415-549-2480

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