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Title : Legal Secretary (Private Client and Tax/ Trust and Estates Litigation)

Location : California - San Diego
Refer to Job # PKHL756488

Legal Secretary (Private Client and Tax/ Trust and Estates Litigation) The candidate will produce information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation. Will transmit information to courts and third parties by electronic filing, preparing submission in accordance with governing rules, creating proofs of service, drafting correspondence, completing courtesy copies and maintaining strict adherence to deadlines. Conserves attorneys time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and documents; collecting and analyzing information; initiating telecommunications; organizing client conferences, and attorney meetings; scheduling couriers, and other special functions; coordinating preparation of charts, graphs, and other visuals; preparing expense reports. Circulates information and documents in a times sensitive manner. Maintains attorneys' calendars by planning and scheduling conferences, teleconferences, depositions and travel; anticipating changes in transaction preparation requirements. Provides historical reference by developing and utilizing filing and retrieval systems. Maintains hard copy and electronic filing system (FileSite/iManage). Schedules meetings with internal and external participants, and arranges conference rooms. Represents attorneys by communicating and obtaining information; following-up on delegated assignments; knowing when to act and when to refer matters to attorney. Coordinates monthly billing process between accounting and assigned attorneys for narrative edits, time movement and draft bill processing. Generates revenues by documenting and inputting attorney billable time, time spent on firm related matters and reimbursable expenses; preparing invoices; tracking payments. Prepare Chrome River reimbursement and credit card expenditure reports to accounting for assigned fee earners. Provides information to workflow during client intake, including matter details and Engagement Letter preparation. Maintains client confidence by keeping client/attorney information confidential. Assists with providing ad hoc cover on reception when requested by the Office Manager. Operates office equipment such as photocopy machine and scanner to produce copies and scanning when needed. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Performs other job related duties as assigned and assist attorneys when needed. The candidate should have 3+ years of experience as a secretary or administrative professional, with a strong preference for law firm experience. Must have 2+ years of legal industry experience, preferably within a midsized or large law firms trust litigation practice group. Experience with wealth planning or private client practice groups is also welcomed. Previous experience supporting at least one partner/high level manager in a legal or professional services environment is required. CA Notary highly desired. Probate experience preferred. Bachelor's Degree strongly preferred. Must possess strong technical skills, such as typing, and have a good working knowledge of Microsoft Word, Excel, Outlook, PowerPoint 2003 and 2010 as well as programs such as FileSite/iManage and Elite. Must have solid command of the English language including excellent spelling, grammar, punctuation, form and style. Previous experience in preparing pleadings, briefs, declarations, exhibits and other litigation documents, as well as electronic filing documents with California courts is required. Previous experience with document management systems and electronic organizational filing methods preferred. Familiarity with legal terminology pertinent to the areas of assignment needed.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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