Work independently in the management of a large number of cases, including independent decision-making; Conduct legal research, analysis, interpretation. Preference for a professional/associate degree in legal assistant, paralegal, or any other related field. Experience in legal and/or office management. Must have at least 7-10 years of experience as an administrative assistant or secretarial assistant, preferably with experience in the legal environment. Knowledge of estate planning and/or estate matters is a plus. Candidates must have at least 5 years of experience in the legal secretariat. Provide legal support to lawyers. Our mission is to understand our clients` challenges, build collaborative relationships and.. «The ever-increasing demand for legal services and efforts to reduce legal fees have created employment opportunities for legal secretaries. They work to ensure the proper functioning of a law firm or a law firm. A Trusts and Estates Legal Secretary assists a fiduciary and estate lawyer in all secretarial and office aspects of the trust and probate functions.
Duties may include: preparing correspondence and the type of legal documents, including briefs, motions, briefs, investigative papers and subpoenas, that maintain complex routing slip systems to track the myriad of legal deposit delays; create spreadsheets; index and update records and discovery records; planning statements, site visits, hearings, closures and meetings; and drafting correspondence and routine legal documents such as statement notices and invoices. Professional activity may also include assisting with legal research and communicating with lawyers, experts, opposing lawyers, suppliers and other employees. Legal secretaries work primarily in the office. The National Association for Legal Professionals (NALS) awards the ALS designation to legal secretaries who pass a three-part, four-hour exam. You may have the option to work part-time, flexible hours, or share your job, and this has increased in recent years. Knowledge of legal terminology, legal documents and legal processes is always expected of a legal secretary for the trust and estate. Strong computer skills to deal with Wordperfect, Word, Outlook and Excel are required. Excellent communication skills, both written and oral, are required.
Here are some examples of legal secretary job descriptions in trust and estates: Trust and Estate Secretary The candidate will support a team of 5 people (including 3 T&E partners and 1 paralegal). Serve as a link between lawyers and clients. Qualifications and Experience: The candidate should preferably have a university degree. The Abitur is a must (and will be checked). Certificate of paralegal and / or notary a plus. Strong administrative and organizational skills required. Excellent essential computer skills. In-depth knowledge of Microsoft Office. In particular, Access, Excel and Word (tables of contents, tables, correspondence, etc.). Familiar with accounting and tax preparation software. Ability to maintain the highest level of confidentiality with respect to internal company and customer information.
Other tasks include customer billing, digital dictation, call verification, meeting coordination, and light receiving. Should have 8+ years of secretary/assistant experience. Previous experience in an estate planning practice group is highly preferred. Knowledge of Microsoft Office software suite, accuracy, attention to detail and excellent proofreading skills are required. Trust / Estate Planning / Probate Legal Assistant / Secretary Responsibilities: Provide legal and non-legal administrative support to lawyers, paralegals and clients. Correct all documents and correspondence to ensure accuracy. Coordination of meetings, including video conferencing, conference calls, equipment, catering, presentation materials, visitors and rooms/offices. Manage lawyers` contacts and calendars.
Manage lawyers` phones, including incoming calls, messaging, references, and conference calls. Plan the trip as needed. Edit expense reports and verify requests. Work with the billing specialist to prepare invoices, create cover letters, and send invoices. Enter the timekeeper`s time and print the reports as desired. Process new client ingestion, perform conflict checks, create client files, and search and print reports. Qualification Requirements: The candidate must have 7+ years of experience in an environment that serves wealthy families. Exceptional legal secretarial skills to interact with clients, lawyers, employees and external suppliers. Ability to multitask in a fast-paced environment with minimal monitoring. Proven knowledge of Word and Excel. Proven knowledge of document management and time recording systems.
Ability to prepare and execute electronic and paper court records. Excellent teamwork and collaboration skills. Exceptional organizational and file management skills. Excellent proofreading skills. Exceptional oral and written communication skills. Able to handle confidential customer information in a professional and trustworthy manner. Ability to be flexible and manage changing priorities, including availability of overtime as required. Good judgment and ability to deal with high pressure situations. Strong willingness to learn and ability to interpret and follow instructions quickly and effectively. Fiduciary and Probate Secretary The candidate should have 3-5 years of experience in fiduciary and probate, preferably in a large corporate environment. Trust / Estate Litigation Legal Secretary The candidate must have 3-5 years of experience and strong litigation skills, including scheduling and court records (probate court experience one plus). Previous experience in fiduciary and probate litigation is desirable.
Work closely with clients, lawyers and paralegals. Ideal candidates have excellent organizational skills, written/oral communication and time management. Advanced computer skills with MS Word, Legal MacPac and OpenText eDocs document management desired. Legal Secretary in Fiduciary and Estate Litigation The candidate must have 3-5 years of experience and strong litigation skills, including scheduling and filing in court (probate experience one plus). Previous experience in fiduciary and probate litigation is desirable. Experience in corporate transactions is desirable. Must have excellent organizational, written/oral and time management skills. Advanced computer skills with MS Word, Legal MacPac and OpenText eDocs document management desired. Fiduciary and Estates Litigation Secretary The nominee is responsible for the filing and electronic filing of documents and briefs in state and federal courts, as well as the creation and formatting of documents, including tables of contents and authority lists.
Support includes schedules of court appointments and dates, recording timekeepers` billable time, coordinating travel and processing costs. The candidate must have 3+ years of process experience. Fiduciary and estate disputes and experience with probate courts are a plus. Knowledge of Microsoft Office, MacPac. OpenText eDocs document management desired. ».
