Legal Secretary, Private Client And Tax in New Haven, CT| LawFirmStaff

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Title : Legal Secretary, Private Client And Tax

Location : Connecticut - New Haven
Refer to Job # AMMC844331


Legal Secretary, Private Client, and Tax Duties: The candidate drafts short letters and documents; assists the team in the consolidation of deliverables, collects and analyses information; periodically may prepare charts, graphs, and other visuals, as needed, and engages with attorneys and clients, particularly in relation to client and industry requests for administrative process, client intake, engagement letters, billing clarifications, meeting planning, and general industry engagement. Maintains attorneys' calendars, office space when traveling, and meeting planning by making reservations, scheduling conferences, teleconferences, and travel. Maintains hard copy and electronic filing system (FileSite/iManage). Schedules meetings with internal and external participants, and arranges conference rooms. Supports fee-earners and clients by reading, researching, reviewing, verifying, and routing correspondence, reports, and legal documents. 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). This includes preparation of draft and final client invoices and transmittal of same. 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. Qualifications: The candidate must possess strong technical skills, with solid knowledge of Microsoft Word, Excel, Outlook, and PowerPoint as well as programs such as FileSite/iManage and Elite. Strong communication skills: the ability to express self effectively, both orally and in writing including excellent spelling, grammar, punctuation, form, and style. Ability to compose correspondence as needed. Interpersonal skills: the ability to establish effective working relationships with colleagues. Knowledge of library operations and records storage procedures for retrieving materials and files. Familiarity with legal terminology pertinent to the areas of assignment. Ability to prioritize and multitask effectively. Ability to work both as a team as well as independently. California Notary strongly preferred. Bachelor's Degree preferred. 3+ years as a secretary or administrative assistant in a law firm, with experience in supporting partners in various practice areas; Private Client and Tax experience is a plus.
 
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