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Real Estate/Transactional Client Service Specialist
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-01-13
Listing for:
Sacred Heart University
Full Time
position Listed on 2026-01-13
Job specializations:
-
Administrative/Clerical
Legal Secretary -
Law/Legal
Legal Secretary
Job Description & How to Apply Below
and the job listing Expires on January 28, 2026
ESSENTIAL FUNCTIONS Attorney Support- Provide superior client service by answering and screening calls in a courteous and timely manner and providing other client assistance when needed.
- Work closely with attorneys and clients to ensure seamless transfer of information.
- Facilitates the management of client specific data to enhance the overall approach to dedicated interactions.
- Manage workflow of assigned tasks and projects, prioritizing incoming tasks to meet deadlines and coordinate with other support services to complete work.
- Assist with organization of meetings and client development activities.
- Management and administration of client financial records and documents, including execution and filing.
- Manage attorney calendars and assist in meeting deadlines, coordinate attorney and/or client travel arrangements and collaborate with the client regarding same.
- Prepare legal documents, memoranda, and correspondence from draft or dictated text. Create, edit, format, and proofread documents, spreadsheets and presentations with the highest level of accuracy and attention to detail.
- Assist with management of client financial records, accountings and reporting requirements.
- Assist multiple attorneys as primary assignment and provide additional support, back‐up, and PTO coverage for the CSS assigned to the team.
- Transmit legal documents, memoranda, and correspondence to clients, witnesses and court officials by electronic filing, fax, email, mail and/or messenger.
- Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
- Calendar all critical deadlines and other dates requiring action into a calendaring database and ensure accurate calculations; maintain and manage these deadlines.
- Work proactively with Legal Team Assistants to accomplish tasks.
- Collaborate with resources, including Attorney Resource Center, as appropriate to complete projects and tasks.
- Adhere to all firm policies, procedures, standards and guidelines while maintaining confidentiality.
- Other related duties, as assigned.
SKILLS AND ABILITIES
) Education
- Associate’s Degree preferred;
Bachelor’s Degree a plus; applicable work experience may be considered in lieu of a degree.
- Minimum of five (5) years related experience at a law firm or legal or corporate department required.
- Ability to effectively gather and summarize data for reports, find solutions to various administrative problems and prioritize work.
- Must exhibit a high degree of initiative in managing multiple priorities simultaneously in a fast-paced, high-pressure, deadline-driven and detail-oriented work environment utilizing excellent judgment, initiative, decision-making skills and the ability to work independently.
- Excellent verbal and written communication skills. High level of inter-personal skills required to handle sensitive and confidential situations.
- Position requires a highly professional demeanor and appearance including possessing poise, tact and diplomacy.
- Ability to maintain highest level of confidentiality and provide outstanding customer service to internal and external clients/contacts.
- Proven proficiency using legal terminology and experience working in related practice area(s).
- Experience with basic accounting principals.
- Possess a high level of proficiency using a variety of office equipment including personal computer, telephone, transcription equipment, printer, and copier.
- Keyboarding skills of 60 wpm or higher required.
- Must have intermediate-level working knowledge of the MS Office Suite including Outlook, Word, Excel and PowerPoint.
- This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers.
Medium Work:
Exertion of physical strength to lift, carry,…
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