Job Description
Part-Time Legal Secretary, Private Client & Tax Duties: Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating documents and case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and documents; collecting and analyzing information; initiating telecommunications; organizing client conferences, and attorney meetings; scheduling couriers, and other special functions; coordinating preparation of charts, graphs, and other visuals; preparing expense reports. Maintains attorney calendar by planning and scheduling conferences, teleconferences, dispositions, and travel; anticipating changes in transaction preparation requirements. Schedule meetings with internal and external participants, and arrange conference rooms. Represents attorney by communicating and obtaining information; following-up on delegated assignments; knowing when to act and when to refer matters to attorney. Generates revenues by documenting and inputting attorney billable time, time spent on firm related matters and reimbursable expenses; preparing invoices; tracking payments. Handles billing responsibilities for fee-earners, including reviewing draft bills, making changes to drafts, managing billing flow, all in a timely manner. Maintains client confidence by keeping client/attorney information confidential. Provides historical reference by developing and utilizing filing and retrieval systems. Maintain hard copy and electronic filing system (Desk Site/iManage). Operate office equipment such as photocopy machine and scanner to produce copies and scanning when needed. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Perform other job related duties as assigned and assist attorneys when needed. Overall organization and management of documents, work, client matters, fee-earner time and schedules for more efficient and productive fee earners.
