Legal Secretary (Stamford-Private Clients Group)
6 Landmark Square Stamford, CT 06901 US
Job Description
Legal Secretary – Job Description
The Legal Secretary's responsibilities are not limited to the following and may be expanded through delegation by an Attorney or Managing Partner.
Responsibilities
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Administrative support to two (2) Attorneys
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Process Attorney time entry, correspondence, and other documents
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Handle client correspondence and selected delivery methods (e.g., FedEx, UPS, USPS)
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Draft estate planning documents (e.g., Power of Attorney, Power of Attorney Revocation, Advance Directives, HIPAA Authorization, and Pre-Need Guardians Designation)
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Manage client document filing
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Coordinate meetings and maintain Attorney calendars
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Prepare client post-execution binders
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Witness or notarize client documents and signings
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Available to work overtime when requested
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High school diploma or GED required
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Knowledge of Connecticut probate courts, judicial procedures, e-portal, and CSC e-recording platform
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Proficiency in Microsoft Office, Excel, Outlook, iManage, Olympus, Aderant, GEMS, Westlaw, Lexis/Nexis, and ChromeRiver (preferred, but training is available)
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Strong organization skills and attention to detail
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Excellent verbal and written communication skills
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Ability to manage time, prioritize tasks, and multitask effectively
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$60,000.00 - $70,000.00 (dependent upon experience)
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Competitive benefits package
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Legal Secretary is a non-exempt role and eligible for overtime
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Paid Time Off (PTO) of twenty-five (25) days per calendar year
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Thirty-five (35) hour work week
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Meet Your Recruiter
Kenny Pilanski
Regional Director
Kenny is a graduate from Quinnipiac University where he received his degree in Industrial Organizational Psychology. He has been with TPG since November 2015 and initially got into recruiting through a friend from college and never looked back. When he is not in the office you can find him fishing, golfing, or hanging out with his girlfriend and dog Foxy.