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:
Initiate video/teleconference (Zoom/Teams) connections and cover phone lines.
Extensive travel arrangements
External and Internal Scheduling
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
Business Development, Client Discovery and Onboarding
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
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
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!