Legal Secretary (Estate Planning and Probate) - Contract to Hire
Primary Duties:
· Calendar Deadlines and Reminders
o Enters deadlines into the Firm’s Master Calendar
o Enters reminder tasks into the CMS
· Maintain and File Records
o Maintains files electronically
o Uploads client files electronically into the CMS
· Opens and Closes Client Files
o Upon engagement, ensures that PNC records are transferred from the CRM to the CMS
o Opens Matters for the client in the CMS
o Ensures payments are received upon opening the matter and prior to closing
o Ensures File Closing procedures are completed
· Drafts Legal Forms, Documents and Correspondence
o Prepares lower-level drafting assignments, such as completing templated forms or basic documentation for Attorneys to review and approve
o Proofreads all work prepared prior to submitting to Paralegals or Attorneys
· Communicate with Clients via Email, Phone or Text
o Calls to follow up with Clients to obtain missing documents or information
o Calls to relay information on behalf of the Paralegals and/or Attorneys as requested
· Updates records in the CRM or CMS
· Completes miscellaneous tasks assigned by Paralegals or Attorneys
· Serves as backup to other administrative positions when they are out of the office or in need of extra support
· Reporting – Produce weekly and monthly reports as determined by Attorneys
Qualifications
Must have significant experience working for a law firm. Estate, probate and guardianship planning experience is a plus!
This is a full-time position, so you must be able to work 40+ hours per week. The position is virtual.
If you are interested in this position, please send your resume and please explain why this position interests you.
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· Calendar Deadlines and Reminders
o Enters deadlines into the Firm’s Master Calendar
o Enters reminder tasks into the CMS
· Maintain and File Records
o Maintains files electronically
o Uploads client files electronically into the CMS
· Opens and Closes Client Files
o Upon engagement, ensures that PNC records are transferred from the CRM to the CMS
o Opens Matters for the client in the CMS
o Ensures payments are received upon opening the matter and prior to closing
o Ensures File Closing procedures are completed
· Drafts Legal Forms, Documents and Correspondence
o Prepares lower-level drafting assignments, such as completing templated forms or basic documentation for Attorneys to review and approve
o Proofreads all work prepared prior to submitting to Paralegals or Attorneys
· Communicate with Clients via Email, Phone or Text
o Calls to follow up with Clients to obtain missing documents or information
o Calls to relay information on behalf of the Paralegals and/or Attorneys as requested
· Updates records in the CRM or CMS
· Completes miscellaneous tasks assigned by Paralegals or Attorneys
· Serves as backup to other administrative positions when they are out of the office or in need of extra support
· Reporting – Produce weekly and monthly reports as determined by Attorneys
Qualifications
Must have significant experience working for a law firm. Estate, probate and guardianship planning experience is a plus!
This is a full-time position, so you must be able to work 40+ hours per week. The position is virtual.
If you are interested in this position, please send your resume and please explain why this position interests you.
Apply tot his job
Apply To this Job