What are the responsibilities and job description for the Legal Secretary position at Raymond James Financial, Inc.?
Legal Secretary-2403879
Description
Job Summary:
Essential Duties and Responsibilities
Job Summary:
Under general supervision, uses skills gained through training and experience to provide basic secretarial and administrative support to the legal department’s Corporate Transactions team. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with variety and complexity requiring limited decision making responsibility. Resolves most questions and problems and recommending solutions for or referring new or unusual issues to a higher level, as applicable. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
Essential Duties and Responsibilities
- Open matter files and enter data into a matter or contract management system.
- Organize, summarize and index documents from various sources (which includes running comparisons with various documents and compiling underlying agreements and amendments).
- Follow up to ensure receipt of documents.
- Assist others with the assembly and organization of legal documents.
- Prepare legal documents, correspondence, memos, letters and reports.
- Establish and maintain files.
- Assist in preparing written and oral presentations.
- Provide general office support, including greeting visitors, scanning documents and filing.
- Maintain currency in the best practices of legal secretaries.
- Operate standard office equipment and use required software applications.
- Coordinate meetings, assignment due dates and travel arrangements.
- Respond to routine inquiries.
- Process invoices for payment.
- Maintain team calendar and schedules meetings, events and negotiations.
- Perform other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Skill in
Knowledge, Skills, and Abilities:
Knowledge of:
- Fundamental concepts, practices and procedures required of a legal secretary.
- Fundamental investment concepts, practices and procedures used in the securities industry.
- Principles of banking and finance and securities industry operations.
- Financial markets and products.
Skill in
- Assembling and organizing legal documents.
- Gathering, maintaining and organizing information and a large volume of documents.
- Maintaining matter and contract management system.
- Preparing routine legal documents, correspondence, memos, letters and reports.
- Preparing written and oral presentations.
- Greeting and directing visitors.
- Accepting, screening and routing telephone calls.
- Sorting, screening and distributing mail.
- Establishing and maintaining files, records and other legal documents.
- Arranging meetings and conferences and scheduling assignment due dates and making travel arrangements.
- Operating standard office equipment and using required software applications.
Ability to
- Maintain professional discretion and confidentiality.
- Maintain currency in best practices required of legal secretaries.
- Attend to detail while maintaining a “big picture” orientation.
- Read, comprehend and apply legal information.
- Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with frequent interruptions.
- Communicate effectively, both orally and in writing.
- Work independently as well as collaboratively within a team environment.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Establish and maintain effective working relationships at all levels of the organization.
Educational/Previous Experience Requirements
Education/Previous Experience
Education/Previous Experience
- High School diploma and three (3) years of general administrative support experience in the financial services industry.
- OR ~
- An equivalent combination of education, training or experience
Licenses/Certifications
- None required.
Raymond James Guiding Behaviors
We expect our associates at all levels to:
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Job Legal
Primary Location US-FL-St. Petersburg-Saint Petersburg
Organization Legal
Schedule Full-time
Shift Day Job
Travel No
Eligible for Discretionary Bonus Yes
#LI-JB1
Legal Administrative Assistant
Foley and Mansfield, P.L.L.P. -
Saint Petersburg, FL
Litigation Paralegal/Legal Assistant
Marsalisi Law -
Saint Petersburg, FL
Legal Assistant/Paralegal
Adam S. Goldstein, P.A. -
Saint Petersburg, FL
