Legal Secretary (Temporary, Project Based) at Keeper

Dallas, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

2 years legal secretarial experience or 1 year of demonstrated success as a Legal Secretary Trainee
High school diploma required
Must type 28 wpm with 95% accuracy
Must have above average problem solving, organizational and time management skills
Must display independent thinking skills
Must demonstrate a good knowledge of office procedures as well as letter/memo composition, grammar and spelling skills
Must have a good working knowledge of the PC and must be proficient in Word and Excel
Excellent organizational skills with demonstrated knowledge of legal matters

Responsibilities

Organizing legal documents, creation of new matters using Legal software
Researches, initiates and/or composes responses to various inquiries from insureds, claimants, attorneys, and state or other regulatory agencies
Prepares Notices of Appearance, hearings and depositions. Records, charts, etc., as needed and for month-end reports
Scheduling hearings and depositions for attorneys
Arranges transportation and other reservations so as to ensure the best price and possible schedule to meet the traveling needs requested
Maintains files for attorneys
Provide secretarial and administrative assistance for the office, including research of both a technical and clerical nature

Skills

Legal Software

Legal Research

Document Organization

Notices of Appearance

Hearing Scheduling

Deposition Preparation

File Maintenance

Typing

Problem Solving

Time Management

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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