GENERAL STATEMENT OF DUTIES:
Perform a variety of secretarial duties for attorneys and paralegals in the Trusts and Estates Practice Group.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Operate a computer (programs include Microsoft Word, Outlook) and other office equipment.
Prepare correspondence, memoranda and other legal documents (including Wills, Powers of Attorney, Living Wills & Health Care Proxies, Affidavits, Bills, etc.) from written and/or oral instructions.
Draft standard complex correspondence for attorney’s review and prepare for mailing and/or electronic storage.
Take phone calls from clients including answering potential intake calls, scheduling appointments and act as liaison between attorney and client.
Process conflict search request and review, open and maintain and close files.
Maintain Will Database and Will Receipt Database.
Maintain good public relations with clients and observe confidentiality of attorney-client relationship.
Enter attorney’s timesheets in billing system and prepare final bills and letters to be mailed.
QUALIFICATIONS, KNOWLEDGE, SKILLS and ABILITIES:
Ability to read and understand written sentences and paragraphs in written documents; communicate effectively in writing as appropriate for the needs of the audience; ability to proofread and perform editing for format, contextual, grammatical, typographical and spelling errors of routine law office correspondence and legal case matters.
Perform non-complex arithmetic calculations when verifying calculations of forms and documents.
Ability to learn and utilize a variety of software programs.
Ability to organize, manage and prioritize one’s own time and/or time of others regarding numerous tasks and complete them under time constraints.
Ability to concentrate and pay close attention to detail. Workload requires a high level of mental effort to organize and maintain multiple files and handle the workload of multiple attorneys.
Interpersonal skills necessary in order to communicate and convey information effectively in person, by email and telephone and follow instructions effectively from a diverse group of clients and attorneys and provide information with ordinary courtesy and tact.
Ability to multi-task and quickly switch from one project to another due to emergency situations or attorneys’ requests.
Ability to work as part of a team.
EDUCATION and/or EXPERIENCE:
High school diploma required; AAS degree preferred
Two years’ experience in a legal setting, specifically with trusts and estates, estate planning preferred.
CERTIFICATES, LICENCES, REGISTRATIONS:
Notary Public License preferred