Plona Partners ยท 2 days ago
Trust & Estates Legal Secretary
West Palm Beach, FL
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $95K/yr
5+ years expPlona Partners is an AmLaw100 Firm seeking a Trust & Estates Legal Secretary. The role involves creating and proofreading legal documents, managing attorney calendars, and coordinating client interactions while utilizing firm technology.
Staffing & Recruiting
Responsibilities
Create, edit, format and proofread documents
Prepare legal documents for e-Filing and filing via PACER
Communicate to and on behalf of the attorneys using firm technology
Prepare new client matter request packets and coordinate approval; coordinate conflict search processes; and prepare retainer letters
Review proformas and edit bills according to client billing arrangement
Enter, track, and coordinate new client/matter information
Edit and coordinate client pitches with Marketing Department
Maintain InterAction and/or Extranet data
Maintain and monitor attorney calendars
Coordinate and/or book travel arrangements
Prepare, track, and maintain attorney expenses in Chrome River
Organize and coordinate conference calls and client meetings
Qualification
Required
5+ years of legal secretarial or assistant experience specifically in Trusts and Estates
Ability to draft correspondence
Ability to read, create, proofread and transcribe documents
Proficient in Microsoft Suite (Word, Excel, Outlook, Teams), Chrome River, InterAction, and Carpe Diem
Preferred
Associates degree preferred
Notary Public is a plus
Experience in a legal environment or professional services preferred
Company
Plona Partners
Plona Partners is a boutique legal recruiting firm privileged to be positioned with one of the most high-quality, diverse, and specialized talent networks in the world of law.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase