Trust & Estate Litigation Secretary


Job Details

Key Responsibilities Include:

  • Create, format, edit, proofread, and manage Word documents, Excel spreadsheets, and PowerPoint presentations. Draft routine correspondence, forms, etc. under the supervision of an appropriate lawyer/professional.
  • Answer telephone and routine questions from clients and staff members and/or route calls to appropriate lawyer or staff member.
  • Assist with managing lawyer s calendar by scheduling appointments, depositions, meetings (external and internal), hearings, closings, etc.
  • Schedule domestic and foreign travel through firm travel system, including flights, hotels and/or car rentals.
  • Track, organize, and process reimbursements, invoices, and check requests.
  • Run conflict checks, open new client matters, and draft engagement letters and other required documents; provide guidance to lawyers so completed forms are submitted properly.
  • Opens, prioritizes and distributes mail. Coordinates mailings, deliveries, copying and courthouse filings where appropriate.
  • Enter and manage work requests from lawyers in the workflow tool and complete according to provided deadline(s).
  • Perform routine filing, photocopying, scanning, compiling, and distributing of documents; identify and coordinate available services provided by administrative departments such as office services, the IT Help Desk, word processing, accounting, billing, and records.
  • Operates independently to ensure assignments, which may be complex in nature or require high-level production, are completed in an accurate and timely manner. Produces a high volume of work assignments in an accurate and timely manner.
  • Perform clerical duties for non-legal departments, as needed.

Qualifications:

  • 10+ years supporting lawyers and paralegals with administrative or client-related tasks in trusts, estates, and probate litigation.
  • Advanced knowledge of Microsoft Office Suite.
  • Experience with Worksite/Filesite document management system.
  • Has attained proficiency in all of the core legal administrative assistant functions and has advanced technical and communications skills.
  • Ability to work in a fast paced environment with demonstrated ability to coordinate multiple competing tasks and demands.
  • Superb attention to detail, grammar, and punctuation, and the ability to articulate thoughts and effectively present new ideas and findings.





 AGG Legal Staffing

 06/01/2024

 Los Angeles,CA