Kelly M Davis & Associates, LLC Hiring for Legal Secretary/Assistant Job at Lewisville, TX Full Time

Legal Secretary Position Requirements

We are a down-to-earth but established construction / real estate / business litigation firm located in Lewisville.

We are looking for a high achiever who wants a challenging position as a legal secretary for a fast-growing construction / real estate litigation firm in Lewisville. Are you tired of working for the “machine” and working 60 hours a week? Do you want to assist in interesting, complex cases in a boutique firm setting – with a little more work life balance? Are you tired of dressing up every day?

If this resonates with you, then we may have a spot for you on. We are looking for team members to help fulfill our vision.

I am looking for someone with a history of longevity within their previous employment positions who has experience working in a law firm. We want someone that is going to come in and help grow this wonderful family into a successful operation for every.

Our core values are Teamwork, Tenacity, Accountability, Candor and Dedication. Our employees are high achievers with incredible work ethic, a sense of community, responsibility and personal accountability. All candidates must embrace our Five Firm core values. It is important to note that this is a very fast paced position. The candidate must truly be able to multitask and handle multiple deadlines at a time. The candidate must be very organized and be able to develop a plan of action for the task provided that accounts for priority.

We would love a bilingual Spanish speaker.

Compensation is competitive but is determined by experience.

Our firm offers great benefits, including paid time off, set reimbursement for medical insurance cost, Simple SEP IRA with employer matching, and more.

Type / Title: Legal Secretary (“LS”)

Office Hours: 8:30 am to 5:00 pm

Skill Sets Needed:

• We are looking for a person who has experience in a small office environment.
• Law firm experience is a plus.
• Must be able to take direction from attorneys and office manager.
• Conscience about showing up to work and not calling in sick unnecessarily
• Teamwork is very important
• You need to be able to work independently.
• Should be able to correctly prioritize tasks and manage time with little assistance from Manager.
• Must organize and manage multiple priorities with limited supervision
• Responsible for solving daily problems that come up and are associated with
• Able to take constructive criticism and not shift the blame
• Works overtime, as needed, to complete a task or keep up with task list.
• Responsible for timely communicating updates of cases for Manager.
• Perform all work accurately and without punctuation error.
• Needs outstanding written and oral communication skills.
• Be highly motivated, dedicated to serving the needs of our clients and eager to learn

Secretarial Skill Requirements:

• Must keep track of time daily
• Order supplies
• Stocking firm – including office needs such as sodas, waters, coffee
• Make copies as necessary
• Filing
• Client mail outs
• Convert word docs to PDF and vice versa
• Locate CMRR receipts and match with the appropriate letter
• Scan notes and file
• Open and process mail
• Attend any firm meeting

Financial:

• Enter Owner’s Time
• Do end of the month Billing
• Run credit card payments
• Preparing and making deposits

Client Intake:

• Act as receptionist – seat clients, set appointments, alert staff, direct calls
• Open new files and input information into Clickup and Abacus
• Update client log list

Client Involvement:

• Handle potential client intake, obtain intake information sheet, draft retainer agreements
• Meet with clients on lead cases and gathers all pertinent info needed to assist in case.
• Be hospitable to all clients, even the difficult ones.

Professional Skills Environment

• Bate stamp documents, organize and prepare for production

• Setting hearings with court clerks
• Draft simple transmittal emails and letters
• E-Filing and providing service of all pleadings, discovery, and more
• Prepare all pleadings to be transmitted and efiled
• Put together the trial and exhibit notebooks
• Calendar deadlines
• Draft collection letters and transmit
• Draft corporate minutes for clients and transmit
• EFile liens with the county clerk’s office
• Draft Supplemental Estate Planning documents
• Redact attorney’s fees statements and prepare for discovery transmittal and use at trial

Projects:

• Maintain Christmas list
• Assist with Christmas cards and gifts
• Assist with marketing, including coordinating set up of seminars
• Assist with all PowerPoint or marketing material to use at seminars

Proficient in:

• Foxit PDF
• Excel / Microsoft Word
• Outlook
• Abacus
• Clickup
• Westlaw
• Deed record searches, CAD searches in various counties; court records search
• EFile TxCourts
• Secretary of State searches
• re: SearchTX
• Teams
• Facebook
• LinkedIn
• Instagram
• Twitter
• Lawpay

Requirements:

• 3-5 years experience as a legal secretary for a litigation firm.
• Must submit to a 3-month probationary period.
• Has extensive E-Filing experience.
• Applicable knowledge of motions, discovery, litigation documentation, court rules and procedures, practices, etc..

Job Type: Full-time

Pay: $35,000.00 – $43,680.00 per year

Benefits:

• 401(k) matching
• Flexible spending account
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
We encourage our staff to follow all CDC vaccine recommendations. Our staff all maintain their own individual offices so we are spread out.

Ability to commute/relocate:

• Lewisville, TX 75067: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Bilingual: 1 year (Required)
• Microsoft office: 5 years (Required)
• Law firm: 3 years (Required)
• Legal secretary: 3 years (Required)

Work Location: One location