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Legal Secretary (Private Client & Tax)

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Withersworldwide

3mo ago

  • Job
    Full-time
    Junior Level
  • Legal
    People, HR & Administration
  • San Francisco

AI generated summary

  • You should be resourceful, organized, and empathetic, with 2+ years of admin experience, strong client service skills, and the ability to manage complex tasks in a fast-paced environment.
  • You will draft legal documents, manage calendars, handle correspondence, support billing, coordinate client intake, and maintain filing systems while ensuring confidentiality in all matters.

Requirements

  • Has built a career assisting others and knows the level of attention this role demands.
  • Has tested various ways to stay on top of your to-do list, and found an ideal method to ensure success.
  • Is highly resourceful, composed and empathetic.
  • Is energized by a sizeable fast-paced estate planning practice.
  • Proven capability in providing a high degree of client service in all interactions.
  • Expertly leverages relationships to coordinate complicated calendars, prepare documents for meetings, track deadlines and contribute to ad hoc projects.
  • Has 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required.
  • High school diploma required; Bachelor's degree preferred.

Responsibilities

  • Drafts letters and trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals.
  • Supports fee-earners and clients by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents.
  • Maintains attorneys' calendars by scheduling Zoom/Microsoft Teams meetings, conference, and travel.
  • Maintains hard copy electronic filing system (FileSite/iManage)
  • Schedules meetings with internal and external participants and arranges conferences, and travel arrangements.
  • Communicates and obtains information from/for internal and external clients.
  • Inputs attorney time into timekeeping software (3E).
  • Prepares Chrome River reimbursements reports for assigned fee-earners.
  • Coordinates monthly billing process between accounting and assigned partner(s). This includes preparation of draft and final client invoices and transmittal of same.
  • Supports the New Client Intake process which includes the conflicts check, matter details and Engagement Letter preparation.
  • Operates office equipment including photocopy machine and scanner when needed.
  • Maintains confidentiality of client and firm matters.
  • Performs other job related duties as assigned.

FAQs

What is the job title for the position?

The job title is Legal Secretary (Private Client & Tax).

Where is the position located?

The position is located in San Francisco.

Is this a full-time position?

Yes, this is a permanent, full-time position.

What kind of support will the legal secretary provide?

The legal secretary will provide a broad range of secretarial and administrative support to attorneys, fee-earners, administrative personnel, and clients in the Private Client and Tax division.

How many years of experience are required for this role?

A minimum of 2 years of administrative experience supporting multiple attorneys or senior leaders is required, preferably in a law firm setting.

What are some essential duties of the legal secretary?

Essential duties include drafting documents, maintaining calendars, scheduling meetings, managing filing systems, and coordinating the billing process.

Is a degree required for this position?

A high school diploma is required, while a Bachelor's degree is preferred.

What is the annual base compensation range for this role?

The annual base compensation range for this role is $70,000 to $100,000.

What key skills and attributes are desired for this position?

Desired skills and attributes include resourcefulness, composure, empathy, a high degree of client service, and the ability to manage complex calendars and deadlines.

Does Withers Bergman LLP provide equal employment opportunities?

Yes, Withers Bergman LLP is an Equal Employment Opportunity employer and prohibits discrimination or harassment based on various classifications.

How can applicants request special assistance for the application process?

Applicants can contact the firm at 203 789 1320 or email us.recruiting@withersworldwide.com with their request for special assistance or accommodation.

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Withersworldwide

The law firm for success

Law
Industry
1001-5000
Employees
1896
Founded Year

Mission & Purpose

For the past 125 years we have been proud to assist some of the world's most remarkable individuals and organisations in realising their ambitions and using private capital to transform the world around them We are the largest law firm in the world dedicated to the needs of successful people, their families, their businesses and their philanthropic activities. With offices across the United States and the Caribbean, Europe and Asia-Pacific, we provide coverage that other law firms with our focus cannot.