Legal Secretary
Collier Place II 3001 Tamiami Trail North, Suite 400 Naples, FL 34103 US
Job Description
Our prestigious client is seeking a Legal Secretary in their Naples office!
Responsibilities
• Efficiently handle high volumes of client intake
• Liaise with clients, addressing diverse needs such as scheduling appointments, preparing for meetings, and arranging Notary Public services for signings
• Monitor calendars diligently
• Transcribe, compose, and review various documents for clients, including Advance Directives, HIPAA Authorizations, Declarations Naming Preneed Guardian, Durable General Powers of Attorney, and Limited Powers of Attorney
• Compile estate planning binders for clients as necessary
• Accurately log Attorney time on a daily basis
• Assist with monthly billing procedures
• Maintain up-to-date client and referral contacts
• Willingness to work overtime when required
• Collaborate effectively with office support staff as part of a cohesive team
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.
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