Job Description
Legal Assistant/Secretary The candidate will handle all types of administrative functions within the office to include answering phones and greeting clients; drafting correspondence; making copies; opening, closing, and maintaining client files; responding to general client inquiries regarding non-legal matters; drafting pleadings, deeds, correspondence, and all other documents as necessary under supervision of an attorney; assisting attorney with estate and trust litigation matters as assigned; monitoring suspense dates; serving as a liaison between client and attorney as necessary; maintaining assigned client files (to include filing), and other tasks as assigned. Answer office telephone and schedules return phone calls for attorneys. Draft client appointment letters, make appointment reminder phone calls to clients and prospective clients, and greet clients, prospective clients, and other visitors. Draft correspondence to or on behalf of clients as instructed by Attorney. Gather and input information for Medicaid applications. Open files upon retention of the law firm by new client and drafts closing letters upon conclusion of representative. Draft complaints and other legal pleadings; manage all litigation files. Enter time in time and billing system daily. Manage Attorney calendars. Work with individuals in the various court clerks’ offices and commissioner of accounts’ offices as needed (must maintain good/positive relationships). Schedule and coordinate court hearings. Maintain paper and computer client files and keeps files organized. Monitor suspense dates and regularly meets with responsible Paralegal or Attorney to review pending issues and status of certain files. Check for potential conflicts and maintains all client data in Practice Master. Correspond with clients via mail, telephone, and email and ensures prompt and courteous responses to client questions. Assist with the copying of client documents and assembly of estate planning client binders. Participate in document signing ceremonies as needed. Assist with marketing (i.e. monthly client newsletter, birthday cards, etc.) as needed. Order supplies and maintains supply cabinet. Perform computer document and e-mail clean up. Maintain work status logs and updates office templates as necessary and instructed. Scan closed files and maintains a client database.