Legal Secretary

SUMMARY:

Responsible for providing full administrative support services to the transactional team while remaining flexible to provide assistance in various critical areas throughout the Firm.

ESSENTIAL DUTIES AND RESPONSIBILITIES: Essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation made by the employer.

Draft review proofread format legal documents (at attorneys direction) letters emails and other forms of communication for transactional team.

Copy and deliver letters documents and packages to various parties via Certified Registered USPS FedEx email or courier service.

Properly file legal documents with the Courts and government agencies both at the federal and state level.

Ensure compliance with client and firm guidelines relating to preparation and mailing of cc/bcc copying of documents and other client requirements.

Open new files perform conflict checks and draft engagement letters to clients. Upon matter completion close and prepare files for archives.

Maintain accurate matter client and other files to include inventory tabulations digital records and task information.

Ability to research documents file systems and document repositories based on transactions to find specific terms information quantities and requirements.

Assist attorneys with prebills bills collecting accounts receivable and trust account balances.

Maintain attorney calendars by scheduling meetings and denoting due dates for filings responses closings and date-specific tasks or events.

Process incoming mail by reviewing saving to client matter and routing to appropriate attorney.

Assist with executing documents via Docusign.

Answer screen and make calls for attorneys communicating with professionalism respectfulness and tact.

Participate in team meetings contributing to the workflow task organization and task tracking.

Perform other duties as requested.

Ability and willingness to learn and become proficient in a wide variety of software systems.

KNOWLEDGE SKILLS AND ABILITIES REQUIRED:

Knowledge of various SEC USPTO state and Federal regulations and filing requirements. Experience with Carta/Cake is preferred.

Knowledge of various legal document formats including but not limited to board and shareholder approvals state and federal filings corporate documents creating and dissolving companies stock issuance documents capital raise documents and capitalization tables.

Knowledge of financial distribution and reimbursement systems.

Broad knowledge of terminology (legal financial technological other) as it relates to the particular practice area(s).

Demonstrate spelling dictation and grammatical skills equal to or above a level normally acquired through successful completion of a high school or general education degree.

Demonstrate organizational prioritization proofreading and attention to detail skills to allow for timely effective and accurate performance of job duties with little or no outside assistance.

Ability to demonstrate impeccable integrity in confidential matters.

Interpersonal skills necessary in order to communicate with a diverse group of attorneys staff and clients and to provide or obtain information with courtesy diplomacy and tact.

Comprehensive computer and office equipment experience.

Work occasionally requires more than 40 hours per week to perform the essential duties of the position.

Work requires sitting bending stooping computer keyboarding and continuous use of hands telephone contact reading and may require lifting of 25-50 lbs. or more.

Under certain circumstances the Firm may substitute experience for educational requirements and vice versa.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions responsibilities or requirements.