TRUST & ESTATES LEGAL SECRETARY
Primary Responsibilities & Essential Functions of the Job:
- Provide administrative support to three (3) attorneys
- Transcription of attorney time entries, correspondence and other documents
- Responsible for faxing, photocopying and preparing correspondence for mailing, including incoming mail and client documents
- Document and correspondence formatting, editing, retrieving, converting, copying & scanning
- Prepare various estate planning ancillary documents such as Escrow Letters, Powers of Attorney, Advance Directives, HIPAA Authorizations, Designation of Preneed Guardians, Revocations of Power of Attorney.
- Knowledge of Florida Probate courts, judicial procedures and e-portal
- Familiar with CSC e-recording platform
- Maintain and manage electronic files for attorneys working remotely including incoming mail and client documents
- Perform client document filing in a timely manner
- Coordinate meetings between attorneys and clients, and maintain attorney calendar
- Prepare attorney for client meetings
- Prepare post-execution binders for clients
- Gather information from potential clients to schedule meeting with the attorney
- Witness or Notarize documents at client signings
- Coverage for Receptionist as needed
- Provide back-up coverage for other secretaries and reception
- Other duties specifically assigned by the attorney/fiduciary accountant, Director Human Resources and/or Office Administrator
Computer Skills:
Proficient in MS Outlook, Word, Excel, and; Proficient in iManage, Olympus, Aderant, GEMS, and ChromeRiver (preferred, but will train).
Specific Skills Required:
Effectively communicate with clients, colleagues, and attorneys. Must be organized and detail oriented;
Must be able to work well under pressure and to prioritize; must be proficient in the area of client contact;
Must be well-spoken, friendly, and possess a professional manner.
Attendance and punctuality a must; overtime upon request only. Please send your resume in WORD to SherryZ@TopLawJobs. com
Excellent Benefits and Pay is commensurate with experience
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