Legal Secretary Assistant - Baltimore, United States - Blades & Rosenfeld, PA

Description

Secretarial Responsibilities:

1. Support Attorneys as needed – typing, digital dictation, research, etc.

2. Backup Support for Staff during Vacation.

3. Save Scan Files and Documents to Netdocs/SQL Database including Trust Statements & Tax Returns.

4. Print all A/P Checks for the Trust Department.

Re-File Client Paper Files and Documents in File Room.

Responsible for processing all 706 Estate Tax Returns.

Responsible for all activity related to a specific high maintenance client.

Responsible for retrieving files from storage – New Office Mezzanine Floor in building.

Sort and Deliver Mail to Staff.

Deliver Fed Ex and UPS packages to Staff.

Print Labels for Will Envelopes.

Prepare Nightly FedEx/UPS Packages & Labels for Clients.

Post Nightly Mail through & Record (if applicable) on B&R Expense Register. Include Certified Mail.

Set up Will Envelopes per Attorney Requirements.

Billing:

Enter Timesheets for attorneys (daily, weekly) into time and billing program (TABS).

Enter Costs (Photocopies, Postage) weekly/monthly from staff into time and billing program (TABS).

Open/Inactivate new clients/matters in Time and Billing Program and coordinating SQL Program (TABS/SQL).

Enter Contacts in TABS from SQL.

Run Conflict Checks for new clients and matters.

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This job description is subject to change upon interview, hire, etc. Blades & Rosenfeld, P.A. is a small office. Everyone works together as a team to provide the best service for the clients and each other. No one is above tasks from washing dishes to putting files away to solving IT problems.