Trust & Estates Legal Secretary

Overview Position: Legal Secretary (Trust & Estates) Target Salary: $75,000 - $100,000 with Overtime and Bonus eligibility Onsite Logistics: Hybrid Responsibilities Create, edit, format and proofread documents. Prepare legal documents for e-Filing and filing via PACER. Communicate to and on behalf of the attorneys using firm technology. Prepare new client matter request packets and coordinate approval; coordinate conflict search processes; and prepare retainer letters. Review proformas and edit bills according to client billing arrangement. Enter, track, and coordinate new client/matter information. Edit and coordinate client pitches with Marketing Department. Maintain InterAction and/or Extranet data. Maintain and monitor attorney calendars. Coordinate and/or book travel arrangements. Prepare, track, and maintain attorney expenses in Chrome River. Organize and coordinate conference calls and client meetings. Qualifications 5+ years of legal secretarial or assistant experience, specifically in Trusts and Estates. Associates degree preferred; Notary Public is a plus. Experience in a legal environment or professional services preferred. Ability to draft correspondence. Ability to read, create, proofread and transcribe documents. Proficient in Microsoft Suite (Word, Excel, Outlook, Teams), Chrome River, InterAction, and Carpe Diem. #J-18808-Ljbffr Plona Partners