Trust & Estates Legal Secretary Job at Plona Partners, West Palm Beach, FL

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  • Plona Partners
  • West Palm Beach, FL

Job Description

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

  • 5+ years of legal secretarial or assistant experience , specifically in Trusts and Estates.
  • Associates degree preferred; Notary Public is a plus.
  • Experience in a legal environment or professional services preferred.
  • Ability to draft correspondence.
  • Ability to read, create, proofread and transcribe documents.
  • Proficient in Microsoft Suite (Word, Excel, Outlook, Teams), Chrome River, InterAction, and Carpe Diem.

Job Tags

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