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Legal Secretary, Litigation

Raymond James
Posted Aug 25
Full Time
St Petersburg, Florida

Job Summary

Under general supervision, uses skills gained through training and experience to provide basic secretarial and administrative support to the Legal department, Litigation 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 refers new or unusual issues to a higher level. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.

Essential Duties And Responsibilities

  • Open case files and enter data into a case management system.
  • Organize, summarize and index documents from various sources.
  • 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.
  • Compose routine letters and memos.
  • Assist with drafting and prepare legal documents, including petitions, motions and interrogatories.
  • Establish and maintain files.
  • Assist in preparing written and oral presentations.
  • Provide general office support, including greeting visitors, faxing, scanning documents and filing.
  • Maintain currency in the best practices of legal secretaries.
  • Operate standard office equipment and use required software applications.
  • May transcribe dictation.
  • Coordinate meetings, appointment and travel arrangements.
  • Respond to inquiries of a routine nature.
  • Prepare trial exhibits and assist in coordinating files for litigation at trial, arbitration or mediation.
  • Process invoices for payment.
  • Maintain team calendar and schedules court, arbitration or mediation events.
  • Enter attorney time billing.
  • Perform other duties and responsibilities as assigned.


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 a case 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 appointments and making travel arrangements.
  • Operating standard office equipment and using required software applications.
  • Transcribing dictation
  • Preparing trial exhibits
  • Maintaining court calendars and schedules

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.

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


  • None required.

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

Job :


Primary Location :

US-FL-St. Petersburg-Saint Petersburg

Organization :


Schedule :


Shift :

Day Job

Travel :


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