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Legal Secretary The candidate's duties include: Preparation of legal documents and filings; Calendaring for attorneys; Communicating with clients; Word processing; Assistance with ....
Legal Assistant/Paralegal The candidate's duties include: Drafting, proofreading, and assembling documents and correspondence; Communicating directly with clients; Proactively mana....
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Location : California - Palo Alto
Refer to Job # RDLG804527
Legal Secretary (ETTP) The candidate will work in Estates, Trusts & Tax Planning group to support very busy partners and associates. Provide comprehensive administrative support. Initiate, draft, edit, and finalize correspondence, reports, and or other materials as requested. Prepare engagement letters; open and maintain client files. Process, review and edit client bills. Proofreading all work including correspondence, memoranda, and other legal documents. Screening incoming calls, recording messages, and reading, sorting and processing mail. Establishing and maintaining calendar and deadline reminder systems, opening new files, maintaining all client and general files, preparing files to be closed, processing bills, proofing billing sheets, and reviewing and editing bills. Maintain systematic follow-up systems to ensure that deadlines are met and that information and material required from other office is received on a timely basis Previous experience in Estate Planning, Tax or other attorney support is strongly preferred. Must have 8 years of secretarial/executive assistant experience, working in an Estate Planning practice group is preferred, excellent organizational and technical skills. Successful candidates must be self-motivated, dependable and have the ability to work well under pressure while handling a variety of secretarial/administrative tasks within a busy legal environment. Must be proficient in the Microsoft Office Suite of software programs.
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