Legal Secretary - Fund Formation - Palo Alto CA
Legal Secretary - Fund Formation - Palo Alto CA
Posted on :
27-04-2025
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1 Vacancy
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Job Description
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 uptodate 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 attorneys contacts and updating maintaining and resolving conflicts within the CRM tool
- Make all necessary travel arrangements adhering to the firms 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:
- After orientation at Cooley LLP exhibit proficiency in the Microsoft Office suite iManage and other firm applications
- Available to work overtime as required
- Fast and accurate typing
Preferred:
- Previous business/corporate secretarial experience
- College degree or business college certificate
Competencies:
- Ability to work independently and as part of a team in a fastpaced environment for multiple supervisors meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedule
- Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary
- Must demonstrate initiative diplomacy and tact
- Possess excellent written communication and proofreading skills with attention to detail
- Ability to function in a professional and polite manner when dealing with clients coworkers court personnel and others
- Reliable committed and punctual
To Apply: Please email resume to:
Craig Fleck
Vice President
Chelsea Search Group
1777 Laurelwood Way
Oceanside CA 92056
Oceanside CA 92056
Employment Type
Full Time
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