Trust & Estates Legal Secretary

Firm Ranking : AmLaw100 Firm

Location : West Palm Beach, FL

Position : Legal Secretary (Trust & Estates)

Target Salary : $75,000 - $95,000 with Overtime and Bonus eligibility

Onsite Logistics : Hybrid

Essential Functions

• 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.

Skills / Qualifications