Senior Legal Secretary – Client Coordinator – 

Washington, DC location near Farragut North & West Metro stops.

Up to $95,000 and a bonus.

During the 90 days training period, you will be in the office 5 days a week, and after, you will go to a hybrid model of 3 days in and 2 days remote.

This fantastic large full-service national firm with 20 offices throughout the US seeks a Client Coordinator with 3-5 years as a legal secretary to join their private wealth practice group working with high net-worth clients in their DC office.

 This is a non-exempt position.

M-F – 8:30-5 – Occasional paid overtime

As the Client Coordinator in the Private Wealth practice group, you will handle the following:

Task Tracking

Initiate video/teleconference (Zoom/Teams) connections and cover phone lines.

Extensive travel arrangements

External and Internal Scheduling

Meeting Preparation

Retreat

Business Expense Reporting

Document Drafting and Client Binders

Case Load Tracking

Client Trust Administration

Attorney Bar Dues & Continuing Legal Education

Coordinate with the DC office Continuing Legal Education (CLE) Coordinator to:

Register attorneys for continuing legal education webinars as needed and report credits

Marketing Efforts

Business Development, Client Discovery and Onboarding

Billing

Family Office

VFO Management:

Manage Charitable and Volunteer Efforts (American Heart Association/UMD Dingman)

Weekly time entry using InTapp

Remind attorneys of deadlines such as firmwide training or open enrollment deadlines

Requirements:

A Bachelor’s degree and 3-5 years of relevant experience as a legal secretary or executive assistant in a law firm or equivalent combination of education, training, and experience.

A high level of proficiency with Microsoft Office and Microsoft Teams, including a strong working knowledge of Excel and Adobe. Information technology background is a plus.

Ability to effectively organize the workflow and utilize time efficiently. Must have strong attention to detail and perform at a high level in a fast-paced work environment with evolving demands.

Experience with InTapp, NetDocs, and other legal software is a plus

Benefits:

The firm offers a comprehensive benefits package that includes medical, dental, vision, LTD, STD, life insurance, commuter benefits, 401k, 22 days PTO, all holidays, gym in the building, and so much more!