Trust & Estates Legal Secretary in Milwaukee, WI| LawFirmStaff

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Title : Trust & Estates Legal Secretary

Location : Wisconsin - Milwaukee
Refer to Job # CCLX822653

This large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms in the country. The firm hires the best and brightest from top national and regional law schools. The pay is average, but the billable requirement is reasonable. People work hard, but the firm realizes that quality of life is just as important. The firm handles virtually all types of litigation and transactional law. It has been a legal powerhouse in the Midwest for a long time. The size allows the firm to handle the most complex transactions and cases, and its clients include many Fortune 500 companies. Associates are allowed to choose the practice areas and specific assignments that interest them, and they will be challenged with responsibility and client contact.
Trust & Estates Legal Secretary Responsibilities: This position works with a team of estate planning lawyers and other staff to ensure documents such as wills, trusts, and powers of attorney are modified and finalized for execution by clients. Duties include, but are not limited to, drafting cover letters, composing and distributing documents and correspondence on a discretionary basis to respond to client inquiries or to obtain information. Performing client work as directed by assigned attorney(s) organizing and coordinating, on an independent basis, administrative and other resources to ensure timely project completion. Drafting, typing, formatting, proofreading and/or finalizing legal documents, from dictation, handwriting or existing documents as directed by assigned attorney(s). Working with merge documents at the direction of the attorneys; mailing/emailing documents to clients; maintaining updated contact lists. Maintaining electronic and paper files of legal documents. Screening, taking and relaying accurate telephone messages and responding, as appropriate, when the matter does not require the attention of the assigned attorney(s). Maintaining calendars of assigned attorney(s) and organizing meetings, for clients to make modifications/substitutions and/or sign final documents. Serve as witness and/or notary when documents are signed. May include occasional signings outside of the office. Binding documents and preparing documents for the clients. Qualifications: Must have 1-2 years legal secretarial experience in the trust and estates field. Ability to work in a collegial manner with a number of team members, provide extensive administrative assistance to assigned legal staff while also serving as a positive role model for others. Exceptional technical skills required, as well as strong organizational, communication and client service skills. Familiarity with Word, particularly with Styles in Word. Excellent time management, prioritizing skills, and ability to adjust to a changing work flow. Must be detail oriented, with excellent proofreading, grammar and spelling skills, as well as the ability to multi-task and interface with clients professionally and effectively. Position requires high level of discretion and ability to maintain confidentiality.

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