Legal Secretary at Keeper

Glendale, California, United States

Keeper Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, LegalIndustries

Requirements

  • 2 years legal secretarial experience or 1 year of demonstrated success as a Legal Secretary Trainee
  • High school diploma required
  • Above average problem solving, organizational, and time management skills
  • Independent thinking skills
  • Good knowledge of office procedures, letter/memo composition, grammar, and spelling skills
  • Good working knowledge of the PC and proficiency in Word and Excel
  • Excellent organizational skills with demonstrated knowledge of legal matters

Responsibilities

  • Organizing legal documents and creation of new matters using legal software
  • Research, initiates and/or composes responses to various inquiries from insureds, claimants, attorneys, and state or other regulatory agencies
  • Prepares Notices of Appearance, hearings, depositions, records, charts, etc., as needed and for month-end reports
  • Scheduling hearings and depositions for attorneys
  • Maintains files for attorneys
  • Provide secretarial and administrative assistance for the office, including research of both a technical and clerical nature

Skills

Legal Secretary
Legal Software
Document Organization
Legal Research
Microsoft Word
Microsoft Excel
Scheduling
File Management
Office Procedures
Grammar
Spelling

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters
2020Year Founded
$126.5KTotal Funding
SEEDCompany Stage
Enterprise Software, FintechIndustries
11-50Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.
Rapid tech advancements require Keeper to continuously innovate to stay competitive.
Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.
The platform focuses on improving quality control and process efficiencies for bookkeepers.
Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.
Remote work trends boost demand for Keeper's digital collaboration solutions.
Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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