Transactional Legal Secretary in San Jose, CA| LawFirmStaff

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Title : Transactional Legal Secretary

Location : California - San Jose
Refer to Job # SJOB813672


Transactional Legal Secretary Duties: Maintains attorney calendars; schedules conferences and meetings; calculates and calendars deadlines. Opens new business in accordance with firm policies and procedures; coordinates conflict check protocols; prepares engagement letters. Closes client matters in accordance with firm policies and procedures. Types, organizes, and edits drafts of documents for attorneys. Proofreads documents for changes to be made before the final is produced. Interfaces with Secretary of State, Franchise Tax Board, Internal Revenue Service, Recorder's Office, and other governmental agencies. Obtains Employer Identification Numbers (EIN) for new client entities. Assists with the assembly of due diligence responses in connection with merger and acquisition transactions. Assists with the closing of merger, acquisition, financial, and real estate transactions. Responsible for e-filing documents and communications into ProLaw and NetDocs. Maintains a method of tracking assigned tasks in an effective and systematic manner. Works efficiently and effectively using the firm's systems, software, and procedures; has proficiency in all systems, including ProLaw and NetDocs. Maintains record of attorneys continuing education hours and certificates of attendance. May coordinate an attorney's travel arrangements and keep record of attorneys expenses for reimbursement. Scans documents and sends/receives via email at the direction of the attorneys. Maintains client files and administrative files in accordance with firm policies and procedures. Drafts and files documents in connections with the issuance of securities. Drafts corporate operating documents, including minutes, resolutions, waivers, consents; drafts and coordinates mailing and return of annual corporate governance documents; Maintains corporate records. Backs up assigned team members and assists with other duties as assigned. Qualifications: High School education or equivalent. 3 years in the secretarial field where heavy keyboarding, telephones, and organizational skills were the primary duties. Keyboarding skills of 70 words per minute. Familiarity with Microsoft Word, Outlook, Excel, and PowerPoint. Knowledge of legal calendaring. Internet usage. Word processing skills. Proofreading skills. Ability to work under pressure of deadlines. Keen attention to detail. Ability to prioritize, multitask, and manage deadlines. Ability to think critically and analytically in a pressured environment. Ability to handle the workload for two or more attorneys and/or paralegals. Excellent verbal and written communication skills to interface with attorneys, clients, vendors, court personnel, and other staff members. Ability to clearly and effectively communicate with varying levels of people within the organization. Practices and fosters an atmosphere of teamwork and cooperation; ability to work productively and cooperatively with other employees. Ability to learn new skills as they become necessary.
 
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