Job Description Summary

Under limited supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide general secretarial and administrative support to the Legal department’s Litigation group. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring some decision making responsibility. Originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to assignments that may be broad in nature. Resolves most questions and problems and recommends solutions to new or unusual situations. May serve as a resource to others in resolving problems and issues. Extensive contact with internal and external customers is required to identify, research and resolve problems.

Job Description

Job Summary:

Under limited supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide general secretarial and administrative support to the Legal department’s Litigation group. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring some decision making responsibility. Originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to assignments that may be broad in nature. Resolves most questions and problems and recommends solutions to new or unusual situations. May serve as a resource to others in resolving problems and issues. Extensive contact with internal and external customers is required to identify, research and resolve problems.

Responsibilities:

• Carry out routine support tasks using legal systems and protocols.
• Transcribe dictation and prepare legal documents, letters and reports.
• Coordinate meetings, appointments and travel arrangements.
• Respond to inquiries of a routine or standard nature.
• Establish, update and maintain files, inventories, and records and maintain data in case management system, as required.
• Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
• Maintain court calendar and schedule court events with multiple entities.
• Prepare basic pre-hearing pleadings, extensions, subpoenas and other documents.
• Prepare trial exhibits and assist in coordinating files for litigation at trial.
• Prepare written and oral presentations.
• Provide general office support, including greeting visitors; opening, screening, and distributing mail; and answering and screening telephone calls.
• Operate standard office equipment and use required software applications.
• Coordinate legal support with external vendors, including outside counsel, as needed.
• Process invoices for payment.
• Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Communicate effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.

Education/Previous Experience

• High School diploma and five (5) years’ experience as a legal secretary in a law practice associated with the financial services industry.

• OR ~

• An equivalent combination of education, training or experience.

Education

Diploma of Higher Education (DipHE): Law

Work Experience

General Experience - 6 to 10 years

Certifications

Certified Paralegal (CP) - National Association of Legal Assistants (NALA)

Travel

Less than 25%

Workstyle

Hybrid

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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