Job Description
Firm Ranking: AmLaw100 Firm
Location: Bonita Springs, FL
Position: Legal Secretary (Trust & Estates)
Target Salary: $60,000 - $80,000 with Overtime and Bonus eligibility
Onsite Logistics: Hybrid
Essential Functions
- 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.
Skills/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.