Job Purpose:



The Legal Admin is responsible for managing calendars, scheduling appointments for client consults, distributing platinum questions and document reviews, communicating with other departments, and communicating with clients. The Legal Admin should possess a high degree of accuracy and attention to detail, consistently display professionalism, and use accurate grammar, spelling, and tone in both written and verbal communications.





Key Responsibilities:

Manage Calendars

• Add/Subtract/Modify Appointments


• Awareness of professional staff's schedule or scheduling restrictions

Schedule Appointments for Client Consults

• Determine the length of the appointment when scheduling


• Collecting all relevant documents in connection with the appointment

Distribute Platinum Questions and Document Reviews

• Keep track of turnaround times and due dates


• Shift workload appropriately to available team members when one or more team members are out of the office

Communicate with Other Departments

• Utilize the resources and knowledge of each of our professionals in their respective departments

Communicate with Clients

• Obtain a working knowledge of Anderson's Legal and Tax strategies to better assist the clients


• Ability to establish a stellar rapport with our clients and build strong relationships with our clients in a friendly and confident manner


• Provide customer service and be the point of contact for our clients for the wide range of services that we offer


• Calling and/or corresponding with our clients to provide information, answer questions, obtain additional information, and/or follow through on requests

General Administrative and Clerical Work

• High degree of accuracy and attention to detail


• Ability to consistently display professionalism and use accurate grammar, spelling, and tone in both written and verbal communications

 

Required Qualifications:

• 2 years post-secondary education, relevant Administrative experience, Legal Secretary experience - Law office background beneficial


• Must be organized and skilled at multitasking


• Must have the ability to judge urgency and prioritize tasks


• Must be able to determine complexity of issues and problem solve


• Ability to consistently display professionalism and use accurate grammar, spelling, and tone in both written and verbal communications


• Ability to consistently display professionalism and use accurate grammar, spelling, and tone in all written and verbal communications


• Ability to work independently as well as a team member, willingness to be a team player


• Must be well-versed in MS Office including Adobe


• Must be well-versed in G Suite, Gmail, and Google Calendar


• Experience with CRMs is a plus


• Must be able to have proficient typing skills

 

Preferred Qualifications

• Paralegal certificate is plus, but not required.


• Advanced degrees are desirable, but not required.