The Cummings & Lockwood LLC Legal Secretary responsibilities are not limited to the following and may be expanded through delegation by an Attorney, Human Resources and Benefits, Office Administrator or Managing Partner.

Responsibilities

• Administrative support to (2) to (3) Attorneys and one (1) Paralegal

• Process Attorney time entry, correspondence and other documents

• Responsible for client correspondence preparation and delivery (i.e., FedEx, UPS, USPS)

• Maintain client and referral contacts in Outlook and internal database

• Prepare estate planning document drafts (i.e., Power of Attorney, Power of Attorney Revocation, Advance Directives, HIPAA Authorization and Pre-Need Guardians Designation)

• Client document filing management electronically and paper files

• Coordinate meetings and communications with clients (including transmitting billing statements electronically) and maintain Attorney calendars

• Prepare client post-execution binders and transmitting documents to clients electronically

• Witness or notarize client documents and signings

• Reception coverage as necessary

• Work as team with office support staff

• Available to work overtime when requested

Qualifications

• High school diploma or GED required

• Degree in business administration preferred

• Knowledge of Florida probate courts, judicial procedures, e-portal and CSC e-recording platform

• Proficiency in Microsoft Office, Excel, Outlook, iManage, Olympus, Aderant, GEMS Westlaw, Lexis / Nexis and ChromeRiver (preferred, but will train)

• Organization and attention to detail is critical

• Excellent communication skills, both verbal and written

• Able to manage time, prioritize and multitask effectively

Compensation

• $50,000.00 - $70,000.00

Dependent upon experience

• Competitive benefits package

• Legal Secretary is a non-exempt role and eligible for overtime

• Paid Time Off (PTO) of twenty-five (25) days per calendar year

• Forty (40) hour work week

Note: This job description is intended to provide a general overview of the position. It is not exhaustive or all-inclusive. Other duties may be required or assigned based on business needs.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Work Location: In person