Legal Secretary - Fund Formation - Palo Alto, CA

Legal Secretary - Fund Formation - Palo Alto, CA

Position summary : The Business legal secretary is responsible for providing complex and specialized secretarial and clerical support to assigned attorneys and paralegals.

Position responsibilities :

• Prepare documents to support timekeepers which may include transcribing from dictation, drafts, handwritten notes or oral instruction, redlining and proofreading end product
• Handle all incoming telephone calls and placement of outgoing calls professionally
• Maintain good client relationships for all assigned timekeepers
• Open and sort mail for assigned timekeepers
• Enter Time Entry on a daily basis for assigned timekeepers in IntApp and maintain appropriate records
• Create and maintain files, including chronological files and indexes, not stored in Information Governance department
• Keep all files up-to-date and organized. Ensure materials are forwarded to the Information Governance department, as needed
• Complete all document processing and correspondence assignments accurately and within timekeepers' stated timeframes
• Assist other secretaries and timekeepers, as needed
• Prepare New Business Forms for new and existing clients, conflict sheets and engagement letters
• Prepare and submit expense reports, check requests, travel reimbursements, health club reimbursements in accordance with accounting guidelines
• Prepare and arrange messenger service, copy center and facsimile requests, as needed
• Copy documents that are not appropriate to send to the copy center
• Consistently use the CRM tool to support business development in the firm, including taking ownership of contact information for attorney's contacts and updating, maintaining and resolving conflicts within the CRM tool
• Make all necessary travel arrangements, adhering to the firm's Travel Policy
• Review and handle prebills
• Maintain current secretarial backup instructions, and client / matters lists
• Maintain attorney / paralegal calendar, including scheduling and coordinating meetings
• Coordinate internal procedures and compile backup materials for attorney / paralegal preparation of audit letter responses
• Reconcile telephone charge reports for office and cellular phones
• Other duties as assigned or required

Skills and experience :

Required :

Preferred :

Competencies :

To Apply : Please email resume to : cfleck@chelsearecruiters.com

Craig Fleck

Vice President

Chelsea Search Group

1777 Laurelwood Way

Oceanside, CA 92056

858-829-7747

cfleck@chelsearecruiters.com

www.chelsearecruiters.com