Legal Secretary, Trust & Estates

Plona Partners
CA, United States
$70K-$100K a year
Full-time

Firm Ranking : AmLaw20 Firm

Location : San Diego

Position : Legal Secretary

Support Model : 3 Attorneys (2) Partners and (1) Associate

Pay Rate : $70,000 - $100,000

Work Week : 8 : 30am 5pm (37.5 hour work week)

Onsite Logistics : 1 day a week onsite

Hiring Manager : Office Administrator

Job Description :

  • Coordinates and tracks numerous legal matters of all types.
  • Creates, edits, formats, and proofreads documents including agreements, contracts, plans, etc.
  • Prepares and finalizes legal documents for e-Filing and filing via PACER.
  • Communicates directly and on behalf of attorneys with third parties, including client representatives, other companies, and other institutions.
  • Creates, executes, and monitors systems to manage client workflow, tasks, and documentation.
  • Creates, edits, formats, and proofreads various documents, appropriately maintaining such documents within the firm’s file management system.
  • Organizes and coordinates conference calls and client meetings.
  • Prepares new client matter requests and coordinates approval, conflict search processes, and new matter letters.
  • Reviews and edits bills and related reports according to client billing arrangements and facilitates prompt responses to client billing inquiries.
  • Maintains a multitude of open client matters in Serengeti.
  • Maintains electronic and paper files following Firm and client service team guidelines.
  • Maintains and monitors attorney calendars.
  • Coordinates and / or books travel arrangements.
  • Prepares, tracks and maintains attorney expenses in Chrome River.
  • 7 hours ago
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