Legal Secretary (Estate Planning)
Permanent - Full Time
Private Client and Tax
The legal secretary position at Withers Bergman is responsible for increasing attorney effectiveness by providing administrative support, information and information management and representing the attorney to clients and others.
Scope of Responsibility
This position will work within our Private Client and Tax Estate practice group to support four fee earners and provide general secretarial support to the office.. The job encounters recurring and new varied work situations of moderate degree of complexity, and includes frequent contact with others inside and outside of the firm including immediate partners, associates, and supervisors, members of other departments or other offices, clients and other professionals.
- Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation.
- Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and documents; collecting and analyzing information; initiating telecommunications; organizing client conferences, and attorney meetings; scheduling couriers, and other special functions; coordinating preparation of charts, graphs, and other visuals; preparing expense reports.
- Maintains attorneys' calendars by planning and scheduling conferences, teleconferences, dispositions, and travel; anticipating changes in transaction preparation requirements.
- Provides historical reference by developing and utilizing filing and retrieval systems.
- Maintains hard copy and electronic filing system (FileSite/iManage).
- Schedules meetings with internal and external participants, and arranges conference rooms.
- Represents attorneys by communicating and obtaining information; following-up on delegated assignments; knowing when to act and when to refer matters to attorney.
- Generates revenues by documenting and inputting attorney billable time, time spent on firm related matters and reimbursable expenses; preparing invoices; tracking payments.
- Prepare Chrome River reimbursement and credit card expenditure reports to accounting for assigned fee earners.
- Coordinates monthly billing process between accounting and assigned partner for narrative edits, time movement and draft bill processing.
- Provides information to workflow during client intake, including matter details and Engagement Letter preparation.
- Maintains client confidence by keeping client/attorney information confidential.
- Assists with providing ad hoc cover on reception when requested by the Office Manager
- Operates office equipment such as photocopy machine and scanner to produce copies and scanning when needed.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Performs other job related duties as assigned and assist attorneys when needed.
Specific Skills Required
- Must possess strong technical skills, such as typing, and have a good working knowledge of Microsoft Word, Excel, Outlook, PowerPoint 2003 and 2010 as well as programs such as FileSite/iManage and Elite.
- Solid command of the English language including excellent spelling, grammar, punctuation, form and style. Ability to compose correspondence needed.
- Strong communication skills: the ability to express self effectively, both orally and in writing.
- Interpersonal skills: the ability to establish effective working relationships with colleagues
- Knowledge of library operations and records storage procedures for retrieving materials and files.
- Previous experience with document management systems and electronic organizational filing methods preferred.
- Familiarity with legal terminology pertinent to the areas of assignment.
- Ability to prioritize and multitask effectively.
- Ability to work both as a team as well as independently.
- Bachelor's Degree strongly preferred.
- 3+ years as a secretary or administrative professional, preferably in a law firm or experience in other professional service industries (engineering firms, accounting firms, architectural firms, etc) is required.
- 2+ years of legal industry experience, preferably within a law firm’s wealth planning or private client practice group.
- Previous experience supporting at least one partner/high level manager in a legal or professional services environment.
Withersworldwide has been acting for successful individuals, families and institutions for over 100 years.
We advise clients on the full range of their business, personal and philanthropic legal needs, both at home and abroad. With offices in the key financial centres of Europe, Asia-Pacific, the United States and the Caribbean, we provide coverage and services that other law firms focussed on the needs of the individual cannot. We have represented 46% of the Top 100 in The Sunday Times Rich List, 25% of the US Top 100 Forbes Rich List, 30% of the Top 20 Hong Kong billionaires in the Forbes World's Billionaires list and over 20% of the Forbes Asia's Richest Families list.
Equal Opportunities Employment Statement
The firm is an Equal Employment Opportunity employer. Equal employment opportunity has been and will continue to be a fundamental principle at the firm. Employment at the firm is based upon personal capabilities and qualifications without regard to race, color, religious creed, sex, gender, gender identity, gender expression, pregnancy, age, marital status, sexual orientation, national origin, ancestry, alienage or citizenship status, medical condition, genetic information, political activity or affiliation, or any other classification or characteristic protected by applicable federal, state or local laws. The firm prohibits and will not tolerate any discrimination or harassment on the basis of any of these classifications or characteristics.
Furthermore, the firm will not discriminate against any applicant or employee on the basis of a physical or mental disability or status as a disabled veteran or veteran of the Vietnam era. The firm will make a reasonable accommodation for employees with a qualifying disability unless providing such accommodation would impose an undue hardship.
The firm is committed to complying with all applicable provisions of the Americans with Disabilities Act (“ADA”) and state and local disability laws, as applicable. It is the policy of the firm not to discriminate against any qualified employee or applicant with respect to any terms or conditions of employment because of such individual’s disability or perceived disability. Such terms or conditions of employment include application procedures, hiring, advancement, discharge, compensation, training, or other privileges of employment. The firm will make a reasonable accommodation for employees or applicants with a qualifying disability unless providing such accommodation would impose undue hardship.