Legal Administrative Assistant, Banking & Financial Services

About the Role

The Legal Administrative Assistant supports the delivery of quality legal services to clients by providing secretarial and administrative assistance to attorneys and paralegals, performing complex and specialized administrative clerical tasks, and working collaboratively in a team-oriented environment.

Responsibilities

• Under attorney direction, prepare and organize opening or closing of Matters.
• Prepare and process New Matter Intake forms.
• Prepare documents for e-filing as required.
• Accurately transcribe legal documents and materials.
• Prepare, revise, and process correspondence, memoranda, and complex legal documents according to Practice Group requirements.
• Maintain paper and electronic files in compliance with the Firm’s policies.
• Coordinate lengthy and complex document preparation with support departments, ensuring all attachments, exhibits, and enclosures are included.
• Review and route incoming mail and faxes; prepare and process outgoing mail, arranging for faxing, specialized mail, or messenger services.
• Maintain and update calendars for assigned attorneys, including meetings, appointments, due dates, and client-related activities.
• Prepare daily time entries for assigned attorneys and paralegals and submit in a timely manner.
• Prepare expense reimbursement and disbursement requests.
• Coordinate client billing matters with the Accounting Department as needed.
• Receive and screen phone calls, take messages, and direct clients and visitors.
• Schedule meetings, arrange conference rooms, and coordinate meals.
• Coordinate travel arrangements, prepare itineraries, and process travel expense reports.
• Uphold the firm’s reputation by delivering superior outcomes, service, and value to every client and matter.
• Perform other duties as assigned.

Requirements

• High school diploma required; at least two years of college preferred.
• At least two (2) years of experience as a Legal Administrative Assistant is preferred; prior experience in the assigned practice area(s) is desirable.

Skills

• Demonstrated knowledge of legal terminology, legal documents, and legal processes in the assigned practice area(s).
• Accurate typing at a net speed of at least 60 words per minute preferred.
• Highly proficient in MS Word and Outlook; computer skills sufficient to become proficient in time entry, billing, document management, and other relevant applications.
• Excellent written and oral communication skills; solid command of English grammar, spelling, and punctuation; strong proofreading skills.
• Strong interpersonal skills; ability to work effectively and proactively within a team environment.
• Strong time management skills; ability to work under pressure in a fast-paced environment, coordinate multiple tasks, and meet deadlines.
• Strong organizational skills, basic math skills, and attention to detail.
• Initiative, flexibility, resiliency, and a willingness to adapt to change.