Job Description
Primary Duties:
· Calendar Deadlines and Reminders
o Enters deadlines into the Firm’s Master Calendar
o Enters reminder tasks into the CMS
· Maintain and File Records
o Maintains files electronically
o Uploads client files electronically into the CMS
· Opens and Closes Client Files
o Upon engagement, ensures that PNC records are transferred from the CRM to the CMS
o Opens Matters for the client in the CMS
o Ensures payments are received upon opening the matter and prior to closing
o Ensures File Closing procedures are completed
· Drafts Legal Forms, Documents and Correspondence
o Prepares lower-level drafting assignments, such as completing templated forms or basic documentation for Attorneys to review and approve
o Proofreads all work prepared prior to submitting to Paralegals or Attorneys
· Communicate with Clients via Email, Phone or Text
o Calls to follow up with Clients to obtain missing documents or information
o Calls to relay information on behalf of the Paralegals and/or Attorneys as requested
· Updates records in the CRM or CMS
· Completes miscellaneous tasks assigned by Paralegals or Attorneys
· Serves as backup to other administrative positions when they are out of the office or in need of extra support
· Reporting – Produce weekly and monthly reports as determined by Attorneys
Qualifications
Must have significant experience working for a law firm. Estate, probate and guardianship planning experience is a plus!
This is a full-time position, so you must be able to work 40+ hours per week. The position is virtual.
If you are interested in this position, please send your resume and please explain why this position interests you.
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