Trusts / Estates Secretary - Downtown San Diego

Alchemy Legal - San Diego, CA (30+ days ago)


Job title: Legal Secretary
Office Location: San Diego, CA (downtown)
Practice Group: Private Client and Tax
Reporting to: Assigned Fee-Earners and Office Manager
FSLA Status: Non-Exempt, 37.5 Hour Work Week


The legal secretary position at Major law firm is responsible for providing a broad range of secretarial and administrative support to attorneys, fee-earners, administrative personnel and clients. This role is resident in the San Diego office and is assigned to the Private Client and Tax division and may provide support to the Dispute Resolution division.

Primary Functions

Drafts letters and trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals.
Frequent communications with clients on behalf of attorneys.
Effectively transcribes dictation for written communication and documents
Maintains attorneys' calendars by scheduling conferences, teleconferences, and travel.
Communicates and obtains information from/for internal and external clients.
Manages administrative matters and details for attorneys.
Maintains and updates attorney mailing lists for clients.
Maintains confidentiality of client and firm matters.
Coordinates monthly billing process between accounting and assigned partner(s). This includes preparation of draft and final client invoices and transmittal of same.
Supports the New Client Intake process which includes the conflicts check, matter details and Engagement Letter preparation.
Supports attorneys, fee-earners and clients by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents.
Schedules meetings with internal and external participants, and arranges conference rooms.
Prepares Chrome River reimbursement reports for assigned fee-earners.
Maintains hard copy and electronic filing system (FileSite/iManage).
Assists with providing coverage to reception as scheduled by the Office Manager.
Operates office equipment including photocopy machine and scanner when needed.
Inputs attorney time into timekeeping software.
Performs other job related duties as assigned.

Specific Skills Required

Extremely detail oriented.
Strong communication skills: the ability to express self effectively, both orally and in writing including excellent spelling, grammar, punctuation, form and style. Ability to compose correspondence as needed.
Substantial experience with transcribing dictation.
Must possess strong technical skills, with solid knowledge of Microsoft Word, Outlook, as well as programs such as FileSite/iManage and Elite.
Familiarity with legal terminology pertinent to the trust and estate area of law.
Ability to prioritize and multitask effectively.
California Notary strongly preferred; or willingness to become a Notary upon employment.
Interpersonal skills: the ability to establish effective working relationships with colleagues and clients.
Ability to work both as a team as well as independently.
Knowledge of library operations and records storage procedures for retrieving materials and files.

Experience and Education Required

3+ years as a secretary or administrative assistant in a law firm, with experience in supporting the trust and estate legal practice.
High School diploma required, Bachelor's Degree preferred.

Compensation will be commensurate with experience, salary is flexible depending on the candidate

Prestigious law firm provides great environment and working atmosphere.
To hear more (confidentially of course), please email your resume along with salary expectations.
Thank you!
Phillip Prodehl
Alchemy Legal
Nationwide Legal Recruitment and Placement

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