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    Legal Secretary - San Francisco, United States - Fawkes Idm

    Fawkes Idm
    Fawkes Idm San Francisco, United States

    1 week ago

    Fawkes Idm background
    Description

    Job Description

    Job Description

    Responsibilities:

    • Draft correspondence with regard to clients and various regulatory agencies as well as
    • preparation of executed documents with minimum supervision and instruction.
    • Perform broad range of clerical duties which require knowledge of procedures and
    • specialized terminology.
    • Maintain attorney calendar and travel arrangements
    • Use discretion and good judgment when contacting clients.
    • Process incoming mail, enter attorney time on system, and prepare expense reports.
    • Organize and coordinate meetings and conferences.
    • Assume responsibility for special projects, including paralegal tasks.
    • Provide administrative and overflow support.

    Requirements

    • 4+ years of corporate/litigation/real estate/ family wealth planning experience in a law firm.
    • High School diploma or equivalent required.
    • Proficient in Microsoft Office Suite, efiling and DOCUSIGN.
    • Familiarity with attorney-client relationships & estate planning and execution process.
    • Familiarity with recorder, assessor, and probate court.
    • Notary or willingness to become a notary
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