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Legal Secretary Investment Services at

Legal Secretary Investment Services

Chicago, IL Full-Time
$60,000 - $85,000/Year
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Chicago law firm is seeking an Investment Services Legal Secretary. As a member of a secretarial team, provides support to attorneys and paralegals resulting in a high level of client service; document processing and editing; preparing financial transaction documents; managing travel arrangements; processing new business intake; preparing and submitting attorney expenses; inputting attorney time entries; handling client billing; responding to client inquiries via phone and email; arranging meetings and conferences; coordinating calendars; monitoring incoming mail, and e-mails; maintaining and updating client files and other tasks.


Qualifications & Required Experience:

  • Bachelor’s degree preferred
  • Minimum of five (5) years of legal secretarial experience in a law firm environment working with multiple attorneys required

As a Legal Secretary, your duties will include but not be limited to:

  • Prepare and revise, format and finalize a wide variety of legal documents
  • Assist attorneys with new client applications, conflict checks and audit letters
  • Accurately enter attorney time into timekeeping system to meet weekly deadlines
  • Work closely with Accounting Department staff to prepare client billings and receivables
  • Establish and maintain paper and electronic client and administrative files in compliance with current Firm policies
  • Interact on a daily basis with departments within the Firm to facilitate highest possible legal support
  • Prepare and submit expense reports
  • Proficiency with making and managing travel arrangements with assistance of travel agency to ensure all aspects of travel are made accurately and communicated effectively (i.e., air, hotel, car, train, meeting rooms, travel memberships accounts and the like)
  • Provide assistance to Shareholders to prepare for all internal/external meetings

Recommended Skills

  • Accounts Receivable
  • Administration
  • Auditing
  • Billing
  • Customer Service
  • Document Processing
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Job ID: Real Estate Paralegal

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