Legal Secretary (T&E/ Naples)
3001 Tamiami Trail N # 400 Naples, FL 34103 US
Job Description
Responsibilities:
- Effectively manage a high volume of client intake
- Facilitate communication with clients, addressing various needs such as scheduling appointments, preparing for client meetings, and arranging appropriate Notary Public services for document signings
- Monitor calendars to ensure timely scheduling and coordination
- Transcribe, draft, and meticulously proofread correspondence and client documents including Advance Directives, HIPAA Authorizations, Declarations Naming Preneed Guardian, Durable General Powers of Attorney, and Limited Powers of Attorney
- Compile client estate planning binders as necessary
- Accurately record attorney time on a daily basis
- Assist with monthly billing processes
- Maintain comprehensive records of client and referral contacts
- Willingly work overtime when required
- Collaborate effectively with office support staff to ensure smooth operations
Meet Your Recruiter
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