Legal Executive Administrative Assistant
Legal Executive Administrative Assistant
Category
Legal Secretary
Location
Palo Alto, California
Employment Type
Salary
$100000 - $120000
Job Description:
Responsibilities:
* Manage calendars, schedule meetings, and coordinate travel, dining, and hotel reservations.
* Draft correspondence, memoranda, and other documents.
* Collaborate with other administrative teams and departments on projects requiring coordination, research, and document preparation, as needed.
* Prepare, review, and process client invoices per firm policies and client guidelines.
* Enter attorney time and maintain standardized matter lists, including client/matter numbers, descriptions, function codes, and related data, ensuring accuracy and completeness of billing information.
* Track billable hours and ensure timely, accurate time entry for attorneys. Coordinate with attorneys and accounting to resolve billing issues. Advanced billing responsibilities include expert-level proficiency with 3E and Pro Forma workflows; end-to-end ownership of partner billing cycles; coordinating with clients, other offices, and Accounting to ensure timely bill issuance; and, when requested, supporting collections follow-up.
* Initiate and complete client/matter intake, conflicts checks, and engagement letters.
* Enter new matters into case management and accounting systems.
* Maintain current records of open matters and deal teams; update distribution and team lists.
* Prepare and submit attorney expenses; review and reconcile receipts and support.
* Serve as liaison among attorneys, clients, and internal departments across channels.
* Greet clients and visitors, escort them to the appropriate location, and ensure a professional, welcoming experience.
* Support team leaders with cross-office project coordination and timelines.
* Coordinate with the Marketing department on marketing materials, pitch decks and ranking submissions.
* Maintain and update CRM and client contact databases. Ensure data integrity, proper document management practices, and consistent use of firm workflows and technology standards.
* Coordinate onboarding for new attorneys, including scheduling, systems, and introductions.
* Proactively monitor attorney deadlines and flag timing risks.
* Liaise with internal support teams (Word Processing, IT, Office Services, Billing) to ensure timely completion.
* Reserve conference rooms and arrange catering when requested.
* Perform additional tasks, as needed.
Job Requirements:
Qualifications:
* Minimum 5 years' experience providing high-level support to attorneys in a Law Firm environment required. Previous experience supporting transactional attorneys preferred.
* Proficient in Microsoft Office Suite required, specifically with Outlook, Word and PowerPoint.
* Proficiency in core firm systems and tools, including Cisco Jabber, Zoom, ZenDesk, Intapp, and iManage required; ability to adapt quickly to future technologies adopted by the firm.
* Expert-level proficiency with timekeeping and billing platforms-particularly 3E and Pro Forma-is strongly preferred. Experience coordinating with Accounting and clients on billing matters and supporting collections activities is a plus.
* Strong written and verbal communication and professional client service skills across all levels of firm personnel.
* Highly organized with excellent time management, accuracy, and attention to detail; performs well in a fast-paced, deadline-driven environment.
* Works independently and collaboratively; handles pressure and shifting priorities.
* Demonstrated discretion and sound judgment with sensitive and confidential information.
* Remains calm and organized under pressure, prioritizes agendas and balances multiple projects concurrently
* Ability to anticipate needs before being asked, potential risks and offers suggestions about ways to mitigate them
* Ability to work additional hours including some weekends and evenings as needed
* Ability to commute to the office on a regular basis