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Title : Trust and Estates Legal Secretary

Location : New York - Long Island
Refer to Job # XPNM859437

Trust and Estates Legal Secretary Duties: Providing administrative support to the practice group and its clients. Proofread all documents and correspondence for accuracy. Coordinate meetings, including videoconferences, conference calls, equipment, catering, presentation materials, visitors, and rooms/offices. Manage the practice groups, contact, calendars, and conference calls. Process and manage expenses, routinely update our time-keeping system, complete and close timekeeping where appropriate and prompt attorneys as necessary. Enter time for timekeepers and print reports as requested. Work with Accounting in all aspects of the billing cycle, including but not limited to reviewing client billing for accuracy, edits to content/grammar, resolution of billing problems, and efficient changes to the process. Process the intake of new clients, run conflict checks, create engagement, and retainer letters, create client files, manage new client matters accurately and efficiently. Prepare and ensure availability of necessary agendas, presentations, and meeting notes. Revise, format, and finalize a wide variety of documents, including correspondence, memoranda, agreements, and practice-specific documents, including formatting Wills and Trusts. Manage departmental trackers. Monitor deadlines and schedules for the practice. Establish and maintain paper and electronic files according to current firm policies utilizing the firm's record protocol procedures and document management system.Perform other related duties required based upon the unique practice of the attorney, such as but not limited to assisting in business development initiatives and events and committee projects and responsibilities.Assist other secretaries whenever necessary to meet firm and client needs. Qualifications: A High School Diploma or equivalent. Licensed as a New York Notary Public or willing to become a Notary. Legal Secretarial experience is required; 2-3 years of T&E experience is a plus. E-filing experience in New York State Court and multiple jurisdictions. Strong proficiency in Microsoft Office 365- including Word, Excel, PowerPoint, Outlook, Teams; iManage, Nuance, Adobe, Zoom, and other videoconferencing applications. Excellent administrative, drafting, transcription, preparation, proofreading, organizational, time management, attention to detail, and multi-tasking skills in a busy, deadline-driven environment. The ability to build professional, cooperative, and supportive relationships with one's peers, superiors, and clients while also anticipating and identifying clients A?/colleagues A? current and future needs. Ability to maintain the highest level of confidentiality regarding internal Firm and client information. Must possess a typing speed of at least 60-65 wpm with a high accuracy rate. Possesses the ability to see the importance of every task holistically and understand how each assignment benefits the growth and success of the practice. Ability to handle high-pressure situations with grace.

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