Trust & Estates Legal SecretaryPlona Partners • New York, NY, United States
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Trust & Estates Legal Secretary
Plona Partners • New York, NY, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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.
Firm Ranking : AmLaw100 Firm
Location : New York, NY
Position : Legal Secretary (Trust & Estates)
Target Salary : $75,000 - $100,000 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
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