Corporate Secretary
Company: The Phoenix Group
Location: Palo Alto
Posted on: June 20, 2022
Job Description:
Job Description Corporate Legal SecretaryProvides a high level
of client service and support while producing a high volume of
consistently excellent work products. Maintains a general knowledge
of the Firm's practice areas and a specialized knowledge of the
assigned attorneys' practice area(s.
- Provides professional-client relationship management with
external clients.
- Creates, edits, and proofreads complex and practice-specific
legal documents, forms, and correspondence, ensuring accuracy and
completeness.
- In conjunction with Paralegals, may prepare or coordinate the
preparation of Responses to Auditor Requests. Assists with
preparation of Opinion Letters.
- Creates and maintains client/matter lists and communication
lists.
- Organizes and accurately maintains physical and electronic
documents and files in a timely manner. Creates and maintains
working files and binders as requested. Utilizes Firm provided
software to accurately store email messages, and maintain and
retrieve files.
- Utilizes Outlook to schedule appointments and calendar
dates.
- Maintains contacts in Outlook and other firm databases.
- Assists with timenote entry, including working with timekeepers
to ensure that entries are timely and in compliance with firm and
client policies and guidelines, inputting timenotes, editing,
proofreading, and closing them on a daily basis.
- Demonstrates working knowledge of internet resources to perform
basic legal research and print off cases, as requested.
- Ongoing management of complex billing details. Collaborates
with timekeepers and the finance department to manage the billing
process, including editing prebills, generating reports, and
sending out final invoices. May assist with collection efforts.
Coordinates client, matter, and timekeeper inquiries.
- Initiates client file transfer requests and assists with client
disengagement.
- May facilitate the secure transfer of case/client data in
accordance with the firm's data security policy.
- Works with colleagues to ensure that attorneys and timekeepers
in the firm receive support at a level commensurate with that of a
premier law firm. Assists overflow work assignments and projects.
May work in and with the shared support team in order to maximize
productivity and promote teamwork. Participates in departmental
projects.
- Acts and assists as a proactive mentor for junior staff and new
employees. Assists with training regarding specific Firm processes
and procedures as requested.
- Demonstrates knowledge of general corporate practice, including
terminology, closings, mergers and acquisitions, and proper
tracking and maintenance of minutes and other corporate and
financial documentation..
Keywords: The Phoenix Group, Palo Alto , Corporate Secretary, Administration, Clerical , Palo Alto, California
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