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Growing commercial litigation law firm is seeking an experiencedΒ Paralegal/Legal AssistantΒ to join our Southlake office. The ideal candidate will have a demonstrated track record supporting attorneys in active pre-litigation and litigation matters in a fastβpaced environment.
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Job Summary
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This position will work closely with attorneys on all phases of civil litigation and transactional matters, including case intake, discovery, motion practice, hearings, mediation, arbitration, and trial. We are looking for someone who can take ownership of files, anticipate next steps, and effectively manage deadlines with minimal supervision.
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Key Responsibilities
Job duties will include some or all of the following:
- Managing litigation calendars and case deadlines, including hearings, depositions, mediations, trials, and arbitration settings.
- Preparing, filing, and serving pleadings and other documents in Texas state and federal courts and in arbitration forums (including eβfiling).
- Assisting with written discovery, including drafting shells of discovery requests and responses, organizing productions, and managing document reviews.
- Coordinating and scheduling depositions, court hearings, mediations, and meetings with clients, experts, and witnesses.
- Organizing and maintaining electronic and physical client files, including case chronologies, discovery indexes, and exhibit lists.
- Drafting routine correspondence, discovery cover letters, and basic pleadings/forms for attorney review.
- Preparing hearing, mediation, and trial binders (exhibits, witness lists, demonstratives) and assisting with trial/arbitration logistics.
- Communicating professionally with clients, courts, opposing counsel, experts, and other legal professionals.
- Proofreading and formatting legal documents for appropriate grammar, spelling, punctuation, and courtβcompliant formatting.
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Qualifications
- 3+ years of civil litigation paralegal or litigation legal assistant experience in a law firm setting (construction/commercial litigation experience a plus).
- Strong understanding of Texas state court procedures; familiarity with federal court practice is preferred.
- Proven experience with eβfiling in Texas state courts and, preferably, federal courts and/or arbitration forums.
- Mindset of a team player who thrives in a supportive team environment.
- Dependable and punctual attendance with strong ownership of deadlines and followβthrough.
- Proficient computer, organization, time management, and communication skills.
- Experience with Clio or similar practice/file management software is a plus.
- Knowledge or familiarity with legal eβbilling requirements and eβbilling websites is preferred.
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Compensation and Benefits
- Salary range: $50,000 β $80,000 annually, depending on experience.
- Paid time off.
- Paid medical/health insurance.
- 401(k) with employer match.
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Job Type: Full-time
Work Location: In person (Southlake office)
Please connect with me on LinkedIn as well @Kyle Kapper
Job Title: Litigation Legal Secretary
Location: Dallas TX 75201
Salary/Payrate: $70K-$85K annually and AWESOME benefits!!!
Work Environment: 90 days ONSITE and then 1 day WFH
Term: Permanent / Fulltime
Bachelorβs degree required: Preferred
Referral Fee: AMS will pay $500 should the person you refer gets hired
JOB DESCRIPTION
Legal Secretary is responsible for providing a full range of administrative support to multiple attorneys in the Litigation Section. The Secretary must have the ability to work in a cooperative, positive manner with all co-workers, clients, and attorneys and must observe confidentiality in all matters relating to the Firm.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Essential functions are primarily job duties that employees must be able to perform unassisted or with some reasonable accommodation made by the employer.
- Prepares draft documents such as briefs, complaints, motions, subpoenas, and summonses, using firm templates and information from attorneys.
- Coordinates multi-documents for filing, formatting as appropriate for each court (consistent with litigation filing requirements). E-files in both State and Federal courts, as needed.
- Enters and maintains all case information in Court Alert (dates, reminders, etc.)
- Prepares notebooks, binders, exhibits, and other documentation as needed.
- Opens new client/matter files and runs conflict checks in coordination with the New Business Intake team.
- Organizes and maintains all documents in the document management system. Maintains documents in an efficient and effective manner.
- Coordinates document management with either Litigation Support Managers or by saving to the appropriate file management location.
- Proofreads documents for grammar, punctuation, syntax and formatting consistency.
- Manages calendar and assists timekeepers in meeting deadlines. Apprises timekeeper(s) of responsibilities in advance of commitment, as needed.
- Coordinates conferences and meetings, including conference room scheduling, video conferencing scheduling, coordinating meals, and preparing materials, as necessary.
- Handles billing process under the guidance of the attorney, including time entry and billing memos. Ensures timekeepers time entry is closed in a timely manner.
- Receives clients and visitors. Maintains excellent customer service with clients. Observes confidentiality of attorney/client relationship. Prepares materials for client meetings, updates client contact lists, interfaces with client questions.
- Handles check requests, travel expenses and travel arrangements, including airline, car and hotel reservations.
- Processes new attorneysβ admissions to jurisdictions needed for them to be able to file with the court.
- Assists attorneys with memberships outside of the Firm, as needed.
- Coordinates CLEβs for attorneys (submitting for approval, etc.).
- Reads, sorts and dates incoming mail. Ensures outgoing mail is timely delivered. If necessary, routes mail to specific delivery service and follows up on timely delivery.
- Prepares materials for publication or speaking engagements.
- Performs research as needed, utilizing the internet or other web-based programs.
- Coordinates secretary backup support in accordance with the scheduled time off to ensure assistance is provided as necessary.
- Adheres to Firm policies and procedures as outlined in the Firm Handbooks.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED
- Bachelor's degree preferred.
- 2-5 years Litigation experience required. Mid-to-large size firm preferred.
- Proficient in Microsoft Office Suite (Outlook, Word, Excel), document management systems (NetDocs), billing software (Carpe Diem) and expense software (Emburse).
- Solid experience working in ECF and Texas state e-filing systems. Familiarity with state and federal rules and procedures.
- Ability to prepare complex documents using advanced word processing features including styles, section formatting, merge, tables, redlining, cross referencing, indices, table of contents, table of authorities, etc.
- Strong attention to detail, proof-reading skills, organizational skills, and ability to manage time effectively.
- Excellent interpersonal and communication skills and the ability to collaborate well in a team.
- Self-starter with the ability to work independently and to perform with a high level of accuracy in a high-volume environment.
- Ability to multi-task while maintaining a quality work product, balancing workload, and meeting deadlines.
- Above average customer service skills with a willingness to help others.
- Ability to work overtime as needed.
Cleveland office of large defense law firm seeks a seeks an experienced Litigation Paralegal for in-office position. Qualified candidate should have a minimum of 3 years of litigation experience, and a Bachelorβs degree.
Qualifications
Β· Prepare, edit and format legal documents and correspondence.
Β· Manage discovery requests and assist with all phases of discovery including collection of documents, preparing document summaries, preparing indexes and electronic production.
Β· Manage, organize and maintain case files in accordance with firm policies and attorney requirements.
Β· Assists attorneys as necessary in preparation for depositions, mediations, trials, etc. including preparing outlines, organizing/marking exhibits and conducting witness preparation.
Β· Time Entry.
Β· Proficient in the use of Word, Excel, PowerPoint, Outlook, Lexis-Nexis & Westlaw, Relativity, Document Management System, expense and billing systems.
Β· Perform administrative tasks, special projects and overflow assignments as requested.
Β· Maintain strict confidentiality of privileged and sensitive information.
Must be detailed oriented having exceptional proofreading skills and the ability to ensure correct grammar and punctuation. The ideal candidate will have excellent communication skills, both verbal and written, a professional demeanor and be able to work independently.
Firm offers excellent benefits including medical, dental, life, disability, profit-sharing and 401 (k).
ο»ΏCompany Description
Dickie, McCamey & Chilcote, P.C. is a nationally recognized law firm established in 1906, headquartered in Pittsburgh, Pennsylvania. With nearly 200 attorneys, the firm operates across 21 offices in 11 states, including the mid-Atlantic and Southwestern regions. Known for its commitment to litigation excellence and proactive legal counsel, the firm provides comprehensive solutions to individuals, small businesses, and multinational corporations. Organized into specialized practice groups, its attorneys stay up to date with changing laws and regulations in various legal areas to deliver innovative and effective strategies for clients.
Role Description
This is a full-time on-site Litigation Paralegal role based in Cleveland, OH. The Litigation Paralegal will assist attorneys with the preparation, management, and organization of legal documents, conduct thorough document reviews, perform legal research, draft pleadings and motions, and provide trial preparation support. The role requires close collaboration with attorneys and clients to ensure accuracy and efficiency in managing litigation cases.
We specialize in Healthcare, IT, Business Support, and Professional & Craft/Light Industrial ecosystems.
Founded in March 1996, we have a presence in all 50 States.
Tryfacta has Ranked number 1 as one of the fastest-growing companies by Inc.
Magazine (Inc.
5000)! Tryfacta is certified by the Joint Commission for Healthcare Staffing Services & has numerous ISO Certifications that capture our commitment to continuous improvement.
Job Summary: Tryfacta is seeking an Eligibility Specialistfor our client in Orlando, FL 32801.
This is a temporary contract assignment.
If you meet the qualifications listed below and are interested, please Apply Now! Position Title: Eligibility Specialist Location: Orlando, FL 32801 Duration: Long Term Work Schedule: 8 hours, some overtime when needed Under general supervision, performs various administrative and clerical tasks to screen initial applicants and existing tenants to determine eligibility for HCV program housing in accordance with pre-defined regulations and requirements.
Major Responsibility: Effectively manage an assigned caseload of HCV participants.
Conducts annual recertifications within required time frames.
Maintain accurate and complete applicant/participant files.
Determine housing assistance payments and tenant rent calculations within guidelines.
Responsibilities for this position include, but are not limited to: Performs screening to determine eligibility of new applicants to fill program vacancies; receives applications; enters data into the computer; schedules and conducts interviews.
Conducts appropriate re-certification/screening of rent increases; conducts existing tenants' re-certification to determine interviews; continues downloads eligibility and from the mainframe computer; requests unit inspections and compares the rent reasonableness of proposed rent to comparable units in the community information, previous Reviews financial/personal documents/information of all clients and compares to pre-established standards; verifies applicant income, child care, medical care, disability, court orders, citizenship status, housing assistance, and related information; requests credit reports, criminal background checks, voter registration cards, tag verifications, or other documentation to verify information; makes/maintains processes status changes; copies prepares of pertinent documentation; correspondence, notices, updates packets, information leases, and contracts, agreements, and other documentation.
list, makes Qualifies or denies eligibility of new applicants accordingly; selects the most qualified applicants from waiting housing assignments to appropriate bedroom-sized units; calculates rent payments and deposits for applicants; types agreements for new applicants; and explains documents to applicants.
Qualifies or denies continued eligibility of existing tenants accordingly; changes contract rent and utility allowance as needed; notifies tenants and landlords of new data; ensures leases/contracts are signed according to administrative plan; records changes in data for families who move.
Refers clients to other subsidized housing agencies, shelters, or other social services agencies.
Contact site managers to confirm vacancies, rent calculations, and security deposits.
Maintains vacancy log, transfer log, and waiting list.
letters, denial letters, transfer letters, Prepares or completes various forms, reports, correspondence, logs, orientation letters, assignment change reports, income statements, worksheets, check requests, processing summaries, certificates/vouchers, termination notices, or other documents.
Receives various forms, reports, correspondence, logs, charts, surveys, police reports, credit reports, vacancy reports, move-in reports, verifications, maps, drawings, regulations, policies, procedures, administrative plans, manuals, directories, reference materials, or other documentation; reviews, completes, processes, forwards, or retains as appropriate.
Operates a computer to enter, retrieve, review, or modify data; verifies accuracy of entered data and makes corrections; utilizes word processing, spreadsheet, database, desktop publishing, time management, or other software programs.
Prepares, maintains, and purges files/records.
Answers the telephone; provides information, guidance, and assistance; takes and relays messages or directs calls to appropriate personnel; returns calls as necessary.
Communicates with supervisor, employees, other departments, clients, site managers, employers, child care facilities, government agencies, the public, and other individuals as needed to coordinate work activities, review status of work, exchange information, or resolve problems.
time to time, Assists at the front desk as needed; provides information and assistance to walk-in visitors and to telephone callers.
Attends hearings as an impartial witness.
Assists in training other staff members.
Makes visits to homebound tenants as needed.
Provides assistance to other employees or departments as needed.
Performs other tasks as required.
The above-listed duties are only illustrative and are not intended to describe every function that may be performed by this position.
The omission of specific statements does not preclude management from assigning specific duties not listed if such duties are a logical assignment to the position.
To be considered for this position, you should have: [ Skills, Education, or Experience] Minimum Education And Experience: Requires a Bachelor's degree; 3 to 4 years of previous experience and/or training involving general office, customer service, leasing, social services, caseload work experience, or personal computer operations, or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job.
Possession and maintenance of a valid Florida driver's license.
Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Orlando Housing Authority as they pertain to the performance of duties of the Eligibility Specialist.
Has thorough knowledge of the laws, ordinances, standards, and regulations pertaining to the specific duties and responsibilities of the position.
Has thorough knowledge of the principles and service and public housing management.
of public Has excellent administrative, organizational, clerical, and interpersonal skills.
Has knowledge of modern office practices and equipment.
Has knowledge of proper English usage, vocabulary, punctuation, and spelling; has knowledge of basic mathematics.
Is able to type accurately at a rate sufficient for the successful performance of assigned duties.
Has knowledge of how to operate and maintain a variety of office equipment as necessary in the performance of daily activities.
Skilled in applying responsible attention to detail as necessary in preparing reports and correspondence.
Is able to read and interpret various materials pertaining to the responsibilities of the job.
Is able to take the initiative to of complete the duties of the position without the need of direct supervision.
Is able to use independent judgment in performing routine and non-routine tasks.
Is able to plan, organize, and prioritize daily assignments and work activities.
Is able to offer assistance to fellow employees as necessary.
Is able to learn and utilize new skills and information to improve job performance and efficiency.
Is able to effectively communicate with persons in confrontational situations.
Is capable of working under stressful conditions as required.
Has knowledge of how to react calmly and in quickly precautions of the job.
emergency situations.
Has Is able to knowledge of the occupational hazards and safety to maintain positive customer-focused relationships with co-workers, supervisors, agencies, the general public, and all other internal and external customers.
Has knowledge of how to personally demonstrate appropriate customer service skills.
Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities.
Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility.
Maintains high-quality communication and interaction with internal and external entities with whom the position interacts.
Performs described Essential Functions and related assignments efficiently and effectively in order to meet standards and expectations.
produce a quantity of work which consistently meets established Physical Requirements: Physical Requirements: Tasks involve the ability to exert light physical effort in sedentary to light work, involving some lifting, carrying, pushing, and/or pulling of objects and materials of light weight (up to 10 pounds).
Tasks may involve extended periods of time at a keyboard or workstation.
Tasks may require some climbing and balancing, stooping, kneeling, crouching,g or crawling during field inspections.
Data Conception: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things.
Interpersonal Communications: Convey or Supervisor.
exchange Language Ability: information.
Requires the ability to speak and/or signal people to Includes receiving assignments and/or direction from Language Ability: Requires ability to read a variety of policy and procedure manuals, regulations, applications, etc.
etc.
Requires the ability to prepare required reports, correspondence, proper format, punctuation, spelling, and grammar, using all parts of speech.
Requires the ability to speak with and before others with poise, voice control, and confidence.
Intelligence: Problems and Requires the ability to apply principles of rational systems to solve practical deal with a variety of concrete variables in situations where limited standardization exists; to interpret a variety of instructions furnished in oral, written, diagrammatic or only schedule form.
Requires the ability to learn and understand relatively complex principles and techniques, to make independent judgments in the absence of supervision, and to acquire knowledge of topics related to primary occupation.
Must have the ability to comprehend and interpret received information and to understand and implement basic office machinery functions.
Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, and to follow verbal and written instructions.
Must be able to communicate effectively and efficiently with persons of a variety of educational and cultural backgrounds.
Numerical Aptitude: division; the ability Requires the ability to perform addition, subtraction, multiplication, and to calculate decimals and percentages; the ability to utilize principles of fractions; and the ability to interpret graphs.
Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width, and shape, and visually read various information.
Motor Coordination: Requires the ability to coordinate hands and eyes using office machinery.
Manual Dexterity: Requires the ability to handle a variety of items, keyboards, office equipment, control knobs, coordination.
color; buttons, switches, catches, etc.
Must have minimal levels of eye/hand/foot Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of requires the visual acuity to determine depth perception, peripheral vision, inspection for small parts; preparing and analyzing written or computer data, etc.
receiving Interpersonal Temperament: Must instructions.
Requires the ability to deal with people beyond giving and be adaptable to performing under stress when confronted with emergency situations or tight deadlines.
Physical Communications: Requires the ability to talk and hear: (talking: expressing or exchanging ideas by means of spoken words; hearing: perceiving nature of sounds by ear).
Dependability: Assumes responsibility for completing assigned work.- Completes assigned work within deadlines in accordance with directives, policy, standards, and prescribed procedures.
Maintains accountability for assigned responsibilities in the technical, human, and conceptual areas.
Attendance: Attends and remains at work regularly and adheres to policies and procedures regarding absenteeism and tardiness.
Provides adequate notice to higher management with respect to vacation time and leave requests.
Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant, and self-starting approach to meet job responsibilities and accountabilities.
Strives to anticipate work to be accomplished and initiates proper and acceptable action for the completion of work with a minimum of supervision and instruction.
Judgment: Exercises analytical judgment in areas of responsibility.
situations as they occur and specify decision objectives.
effective Identifies issues or Identifies or assists in identifying alternative solutions to issues or situations.
Implements decisions in accordance with prescribed policies and procedures and with a minimum of errors.
Seeks expert or experienced advice where appropriate and researches issues, situations and alternatives before exercising judgment.
Cooperation: Accepts supervisory instruction and direction and strives to meet the goals and objectives of the same.
Questions such instruction and direction when clarification of results or consequences are justified, i.e., poor communications, variance with established policies or procedures, etc.
Offer suggestions and cooperation intra- and inter-departmentally.
recommendations to encourage and improve Relationships with Others: Shares knowledge with managers, supervisors, and co-workers for mutual benefit.
Contributes to maintaining high morale among all employees.
Maintains and develops cooperative and courteous relationships inter- and intra-departmentally and with external entities with whom the position interacts.
Tactfully and effectively handles requests, suggestions, and complaints in order to establish and maintain goodwill.
Emphasizes the importance of maintaining a positive image.
Plans and organizes daily work routine.
of effort.
Establishes priorities for the Coordination of Work: completion of work in accordance with sound time-management methodology.
Avoid duplication, estimate the expected time of completion of work elements, and establish a personal schedule accordingly.
Attend required meetings, planning sessions, and discussions on time.
Implements work activities in accordance with priorities and estimated schedules.
Safety and Housekeeping: Adheres to all established safety and housekeeping standards.
Ensures such standards are not violated.
Tryfacta is an Equal Opportunity-Affirmative Action Employer.
We do not discriminate based on Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age
Thompson Hine LLP, an AmLaw 200 firm, is currently seeking candidates for a full-time (37.5 hours/week) Legal Assistant in our Silicon Valley, California office.
This Legal Assistant will provide secretarial and administrative assistance and manage workflow for four or more timekeepers. Actively participate in workflow collaboration and teaming with peers and management to achieve best practices and client service.
JOB FUNCTIONS AND RESPONSIBILITIES
- Assists with drafting of basic pleadings, including, but not limited to, notices of appearance, pro hac vice admissions, summons, complaints, and motions.
- Arrange for court reporters/videotape technicians.
- Assists with pleading & exhibit binders/trial notebooks.
- Proficient in computer applications and other office equipment.
- Drafts correspondence, memoranda, and other legal documents to be reviewed by attorney/practice manager.
- Answers telephone calls, takes messages or sends callers to voicemail system if preferred.
- Ensures that outgoing mail is delivered timely. If necessary, routes mail to specific delivery service and follows up on timely delivery.
- Establishes and maintains calendar, contact lists, and deadline reminder systems.
- Requests new files through Business Intake and requests and follows up on conflict-of-interest checks with Records Department. Maintains attorney and general office files. Reviews and prepares files to be closed when matters are complete.
- Maintains good customer service with external and internal clients; observes confidentiality of attorney-client relationship.
- Makes appointments and travel arrangements for attorney(s)/practice manager(s).
- Enters attorney and time into the timekeeping system.
- Works with Billing Department and billing attorney to review and revise billing Prebills. Assist in finalizing bills for client mailing.
- Works closely with administrative support staff (word processing, receptionists, Business Intake, Office Services, accounting and billing, etc.).
- Performs other tasks and responsibilities as requested.
ADDITIONAL DUTIES AND RESPONSIBILITIES
- Proficient with software and terminology relevant to practice group area.
- Working knowledge of internet use for research purposes.
- Docketing/Calendaring with knowledge of California rules.
- Working knowledge of the court system and procedures, if applicable to practice group area.
REQUIRED QUALIFICATIONS
Education, Training and/or Experience
- High school diploma or equivalent.
- Up to 10 years of Administrative or legal secretarial experience. Litigation experience preferred.
PREFERRED QUALIFICATIONS
- Some college course work.
- Notary Public.
Knowledge, Skills, and Abilities
- Excellent proofreading skills and accuracy. Perform editing (e.g. punctuation, grammar, spelling) of routine law office correspondence and legal case matters.
- Trial experience preparing and filing trial related pleadings.
- TOC/TOA using word program (Litera).
- Verify calculations on forms and documents.
- Good understanding of law office policies and procedures.
- Work independently.
- Ability to apply grammar, spelling, and punctuation skills.
- Excellent organization skills and able to prioritize numerous tasks and complete them under time restraints.
- Possesses interpersonal skills necessary in order to communicate and follow instructions effectively from a diverse group of clients, attorneys, and staff and is a team player.
- Excellent computer skills and experience with Windows 7/Microsoft 2010 Suite.
- Type a minimum of 75 wpm.
- Ability to handle multiple tasks under pressure.
- Flexible and adjusts work schedule, if required.
- Regular attendance and punctuality are essential functions of this job.
- Excellent customer service skills and telephone etiquette are mandatory.
- This position requires the employee to work onsite at a specified Thompson Hine office location based on a schedule determined by the Manager for the benefit of the department and firm. Changes to the location and/or schedule must be approved by the Manager and Human Resources. This position is not eligible for remote work absent the employee's office working in business continuity mode.
This position is eligible to participate in a hybrid remote/in-office schedule upon successful completion of at least a 90-day training period.
Compensation is determined upon the market in which the position is located, the responsibilities of the position, the experience and skills of the applicant, and other job-related factors. The estimated salary range for this California position is $67,298 to $125,000.
Thompson Hine LLP is an Equal Opportunity Employer that offers competitive wages, and a robust benefits package. Benefit offerings include, but are not limited to, medical, dental, and vision insurance as well as Paid Time Off (PTO).
As a Legal Assistant, you will be directly involved and considered to be within the attorney-client relationship, a position that demands the utmost trust and confidence. Your duties involve access to sensitive and confidential information related to our clients' business and legal matters, which require assurance of your honesty, trustworthiness and reliability. Further, as part of our contractual, professional, and ethical obligations to our clients, we must ensure that individuals with access to confidential client information meet stringent standards of conduct. Conducting this background check is essential to maintaining our firm's reputation and ensuring compliance with both legal and ethical standards that govern the legal profession. Therefore, Thompson Hine has good cause to conduct a review of your Criminal History.
All qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance.
Thompson Hine EEO Policy
We suggest you enter details here.
This is a full-time on-site role for a Transcriptionist located in New York, NY. The Transcriptionist will be responsible for transcribing audio recordings into written format with high accuracy. Day-to-day tasks include listening to audio files, typing and editing transcripts, ensuring proper grammar and punctuation, and adhering to guidelines and deadlines. The role may also involve organizing and maintaining documentation and ensuring confidentiality of sensitive information.
- Proficiency in transcription, typing, and editing
- Strong knowledge of grammar, punctuation, and language accuracy
- Ability to focus, listen attentively, and adapt to various accents or audio qualities
- Familiarity with transcription software and a basic understanding of file management
- Exceptional time management and organizational skills
- Attention to detail and ability to ensure accuracy in all tasks
- Previous transcription experience and knowledge of medical or legal terminology (preferred but not required)
- High school diploma or equivalent; additional certifications in transcription are a plus
Summary:Uniformed position at all times. Armed Security Officer's duties include being a visible deterrent to criminal activity, providing security for patients, Associates, and visitors, protecting and patrolling hospital buildings, assets and premises as assigned. The Armed Security Officer is responsible for responding to all emergency codes, internal/external disaster events as needed and/or requested, conducting preliminary investigations of reported incidents, and performing other security related tasks as directed by a security supervisor/and or Manager. The Armed Security Officer must have flexibility in hours and be able to rotate between facilities including travel whenever necessary. CHRISTUS Approved uniforms must be worn in accordance with dress code requirements.Responsibilities:
Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
Conducts frequent security patrols of the facilities and grounds as assigned.
Identifies and reports trends related to security issues. Recommends actions.
Takes initial information for an incident report, uses proper grammar, spelling, punctuation, notes only the facts, leaving out personal opinions and submits report in a timely manner (no later than the end of assigned shift).
Responds promptly to all service requests relayed by supervisor, telephone, pass-on, e-mail, radio, cell phone and other correspondence in a courteous and expeditious manner.
Responds to the collection, inventory and return of lost and found items, patient valuables, and personal property according to policy.
Enforces all rules, regulations, policies, and procedures of CHRISTUS Health and the laws of the state in which CHRISTUS is doing business.
Controls and enforces facility parking using patrols, violation warning citations, towing, booting and explanation of rules as applicable.
Assists clinical/non-clinical Associates with combative patients or visitors.
Demonstrates competence to perform assigned client care responsibilities in a way that meets the age-specific and developmental needs of persons served by the department.
Demonstrates proficiency and knowledge in the operation of the Attendant Console, Paging System, security radio/dispatch system, operations of the Digital Video Recorder (NVR) security monitors (CCTV) and the general overhead paging system.
Must be proficient with the use of a PC to generate electronic daily activity security reports, incident reports, emails and other applicable electronic correspondence during the performance of duties.
Promotes a safe environment by reporting safety hazards observed (broken water/sprinkler lines, burned out internal/external lighting, smoke/gas odors, tripping hazards, etc.) during the performance of security rounds.
Appropriately adapts assigned client assessment, treatment and/or care methods to accommodate the physical, cultural, age-specific, and other developmental needs of each person served.
Demonstrated competence with handgun, hand cuffs, baton, non-crisis intervention certification and two-way radios.
Frequent exposure to aggressive behavior and emotionally charged situations.
Occasional exposure to hazardous conditions such as fires, chemical spills, and flooding.
Frequent exposure to heat and cold from external weather conditions.
Long periods of walking, standing, stooping, and lifting.
Must be physically fit and able to walk all areas of the facilities and grounds, to restrain those who need restraint and be able to assist nursing staff with lifting patients of all sizes.
Performs other duties as assigned.
Must be always mentally alert.
Must have excellent written and verbal communication skills.
Must be able to make immediate decisions regarding laws, policies, and procedures.
Must be able to handle multiple tasks and prioritize.
Must be able to handle personal stress and possible violence.
Job Requirements:
Education/Skills
* High School Diploma or its equivalent required
Experience
Minimum two (2) years of armed security experience (may substituted by Honorable Military Service) preferred
Law enforcement experience preferred
Healthcare security experience preferred
Licenses, Registrations, or Certifications
Verbal De-escalation training must be completed within 60 days of hire
BLS required within 60 days of hire
Expandable Baton training, defensive tactics training, firearms training, weapon qualification, and firearms retention training must be completed prior to letter of authorization to carry is issued
Successful completion of all pre-employment and post offer assessments to include the Minnesota Multiphasic Personality Inventory -2 (MMPI-2-RF-PCIR);
the California Psychological Inventory (CPI);the Police and Public Safety Selection Report (PPSSR);the Personal ExperienceInventory (PEI) and a clinical interview by a third personal psychologist
Will be required to take random drug test screening
Valid Driver's license required
Candidates must maintain an acceptable driving record to meet CHRISTUS Health standards for positions requiring driving. An unacceptable record includes, but is not limited to:
One or more moving violations within a 12-month period.
One or more chargeable accidents within a 12-month period. Chargeable means the driver is determined to be the primary cause of the accident.
Contributing factors such as weather or mechanical issues will be considered.
Any combination of accidents and/or moving violations.
Violations include any ticket, charge, or other law enforcement proceeding related to these, as well as independent evidence of violations deemed relevant by CHRISTUS Health Security.
* For Texas positions:
Must hold an active Level 3 Commission with the Texas Department of Public Safety Private Security Bureau (TDPSPSB).
New hires who have completed the TDPSPSB security commission course must obtain their commission prior to hire.
If the license status is ACTIVE in TOPS and the pocket card has not yet been received, the licensee may begin working.
Until the pocket card is received, the licensee must carry proof of ACTIVE status (e.G., screenshot or printed copy from TOPS) while on duty.
* For New Mexico positions:
* Officers may not carry a weapon on duty until completing 40 hours of training and receiving a letter of authorization from the CHRISTUS Vice President of Security to carry a CHRISTUS Health-assigned weapon.
* For Louisiana positions:
* Officers may not carry a weapon on duty until completing 40 hours of training and receiving a letter of authorization from the CHRISTUS Vice President of Security to carry a CHRISTUS Health-assigned weapon.
In accordance with the CHRISTUS Health License, Certification and Registration Verification Policy, all Associates are required to obtain the required certifications for their respective positions within the designated time frame.
Work Schedule:
3 Days - 12 HoursWork Type:
Full Time
#CB Minimum Candidate Qualifications: : Associate's Degree or a Bachelor's Degree; Paralegal Certificate; and Eligible to work in New York State Job Description and Required Services: Compile, organize, and enter data into Excel or Word for various projects, including design and crate Excel or Word templates for efficient data entry and reporting.
Assists senior staff in updating reports on a periodic basis.
Follow up with key stakeholders, including ensuring the distribution of information to relevant stakeholders.
Reviews institutions documents, including application packages, for data collection, legal processes, and/or filing.
Learn and operate proprietary systems as required for project needs.
Receive, sort, and distribute incoming mail.
Perform general administrative support as needed, including organizing and maintaining physical and electronic files for easy retrieval.
In addition, the candidate must possess and/or have the ability to: Work individually and as part of a team.
Proficiency in Microsoft Word, PowerPoint, Excel, including formulas, formatting, and template creation.
Track and manage reporting projects without daily oversight.
Ability to quickly learn and operate proprietary software and systems.
Excellent writing, verbal communication, and interpersonal skills.
Writing skills that include proper grammar, punctuation, and spelling; business communications and ability to create short memos is necessary.
Knowledge of basic legal processes; legal terminology and legal forms; legal research techniques; ability to read, understand and interpret laws, legal documents and other written material.
Strong attention to detail with the ability to organize and prioritize tasks effectively in a fast-paced environment.
Experienced in handling administrative tasks such as mail and file management.
Miscellaneous Information: Monday through Friday, 9 PM to 5 PM; 37.5 hours per week.
Interviews will be conducted in-person or online based on the availability.
Training will be provided.
Telecommuting may be allowed at the discretion of the hiring manager.
Client does not provide parking, but the office is accessible by bus.
The Nexus Staff Difference: Our outstanding healthcare coverage, including dental and vision, begins in just 30 days after you join us.
We offer weekly payments via ACH (Automated Clearing House).
Serving as Prime Vendors to New York State and New York City for over 10 years.
This role is responsible for ensuring transcription accuracy, verifying data integrity, and confirming completeness of documentation prior to final submission.
The ideal candidate is highly organized, deadline-driven, and comfortable communicating with physicians and cross-functional teams to maintain efficient report workflow.
Pay: $20
- $21 Schedule: 8:00 AM
- 5:00 PM Key Responsibilities Process and quality-check reports for assigned accounts Proofread reports for grammar, spelling, punctuation, and formatting accuracy Verify accuracy of medical data, dates, and claims Review calendars and follow up with physicians regarding deadlines and turnaround times Communicate directly with physicians to ensure report completeness Collaborate with internal departments to streamline report workflow Optimize production processes to ensure timely delivery Maintain strict confidentiality of patient records in compliance with HIPAA Monitor, review, and provide feedback on assigned accounts Qualifications Strong written, verbal, and listening communication skills Excellent grammar, spelling, and proofreading abilities Strong organizational and time management skills Analytical mindset with solid problem-solving abilities Effective communicator with professional follow-up skills Proficient in Microsoft Office Suite, ShareFile, Google Calendar, and related software Ability to manage multiple deadlines simultaneously Bilingual (preferred) WorkersΓ’ Compensation or Medical-Legal experience (preferred) Strong attendance and reliability record Please submit your resume for immediate consideration.
As a Concierge Sales Representative working onsite in Melbourne, FL, you'll be a part of creating and delivering amazing customer experiences while also enjoying the satisfaction of being part of a unique culture.
What You'll Be Doing The Concierge Sales Representative is the Subject Matter Expert (SME) for all pre-sales inquiries/questions regarding the automotive purchase of luxury vehicles.
The goal of a Concierge is to enhance the customer experience and increase our client's Brand Loyalty and Recognition by proactively promoting their luxury vehicles and services from pre-sales through purchase.
The Concierge Sales Representative will also provide support from initial vehicle reveal through customer reservation to purchase (either via eCommerce or linking them with a dealer).
Throughout the sales process, support may include (but is not limited to) the following: troubleshooting technical difficulties in the eCommerce process; providing product comparisons or other sales/marketing information; answering questions related to retailer information; brochure fulfillment; test drive appointment scheduling; incentive certificate verification; vehicle information, and updating opt-out/privacy preferences (including, not limited to, subscription and marketing inquiries).
During a Typical Day, You'll Multi-channel communication with current or potential customers via chat, phone (inbound/outbound), email, and SMS to assist customers with inquiries related to luxury automotive products and/or services Explain services and special promotions to customers, including working with local retailers to support locating vehicles while adhering to all guidelines and regulations Document every customer interaction, including follow-up requirements and resolutions or outcomes Required to meet specified targets related to program metrics, as set by Operations Management Participate in projects, duties, and other tasks assigned by Operations Management and Supervisors Assist customers experiencing technical issues related to online vehicle build tools, and supporting questions regarding vehicle build, configuration, and pricing Provide feedback/recommendations to management concerning possible problems or areas of improvement Strive to achieve white-glove customer service with each consumer (white-glove is defined as providing or involving meticulous care, attention, or service so the consumer is instilled with knowledge from a competent professional thereby increasing the probability of a vehicle purchase) Provide customer support with various online tools, eCommerce process, subscription support and charging functionality queries Knowledge, understanding, and compliance with Percepta policies and procedures What You Bring to the Role A High School Diploma (required); an associate or bachelor's degree (preferred) Minimum 1 year demonstrated sales experience in luxury brands
- required 3-5 years' experience in contact center environment
- required Experience in automotive industry, hospitality and/or luxury environment preferred Experience with dealer operations preferred Previous exposure to highly professional office environments (medical, financial investments) a plus Strong Active Listening skills, accompanied with ability to deliver effective probing questions Excellent oral and written communication skills, including strong reading and comprehension skills, spelling and punctuations and proven email etiquette in a business environment Demonstrated interpersonal skills along with excellent written and oral communication skills including the capability to persuade Ability to work in a team fostered environment Genuine desire for interacting and building relationships Ability to prioritize and organize work Ability to adapt to a flexible schedule Intermediate computer skills such as Web Browsing, Email (including Microsoft Outlook), Chat, Microsoft Excel, and Word What You Can Expect Competitive salary Health/Dental/Vision/Life Insurance Flexible Spending Account (FSA) and Health Savings Account (HSA) 401(k) with company match Vacation/Sick Time and Paid Holidays Tuition Reimbursement Employee Assistance Program Employee Discount Program Training and Development Programs (Percepta College) Employee Rewards Program (Perci Perks) A Bit More About Your Role Must represent Percepta professionally with all internal/external departments, contacts, clients, and organizations Shift work, hours of Operation M-F 8PM-10PM (EST) About Percepta Established in 2000 as a joint venture with TTEC, Percepta has contact centers across the globe that proudly deliver a frictionless customer experience to our clients.
Our values are the heartbeat of our organization, and we live, breathe, and play by them daily.
As a Percepta team member, you can expect: Culture of Service
- to be treated like you are the customer from day one Teamwork- belonging to a supportive family team environment that encourages growth, fosters trust and open communication, and acknowledges the value of your contributions Respect- a team that is accountable, dependable, and gives you their full attention Proactive- to surround yourself with solution-oriented people who strive to improve themselves, others, and the organization CareerGrowth
- lots of learning opportunities for aspiring minds Diversity
- be a part of our growing diverse and community-minded organization that is all about having fun! Competitive Compensation
- we take care of family, which is why we offer more than just competitive wages and great benefits.
Our programs offer incentives and promote physical, mental, and financial wellness.
Percepta requires all employees hired in the United States to successfully pass a background check and depending on location and client program a drug test, as a condition of employment.
Percepta is an Equal Opportunity Employer.
Please note that neither Percepta nor any of the agencies that recruit on our behalf will ever ask for any payments or personal information such as bank account details from applicants at any point in the recruitment process.
#LI-Onsite
Opportunity!!! This Jobot Consulting Job is hosted by: Robert Reyes Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $21
- $24 per hour A bit about us: Prestige Hospital System Advancing new knowledge and improving health outcomes through research Why join us? Competitive compensation Medical Insurance Dental Insurance Vision Insurance Life Insurance Flexible Schedule Job Stability Career growth If you are passionate, thrive in a fast-paced environment and are ready to take your career to the next level, we would love to hear from you.
Job Details Job Details: Our organization is seeking an experienced Consulting Phone Console Operator in the healthcare industry.
This exciting role is at the heart of our operations, ensuring seamless communication between patients, healthcare providers, and our team.
This position demands a high degree of professionalism, excellent customer service skills, and the ability to handle high call volumes in a fast-paced environment.
The successful candidate will be expected to work on a self-directed basis with minimal supervision, adapting quickly to evolving departmental and hospital policies and procedures.
This role may require overtime, weekends, holidays, and night shifts when necessary.
Responsibilities: 1.
Efficiently handle high call volumes in a fast-paced environment, ensuring all calls are answered promptly and professionally.
2.
Prioritize and multi-task several duties simultaneously, ensuring all tasks are completed accurately and on time.
3.
Identify and escalate priority issues to the appropriate personnel or department.
4.
Remain calm and effective during emergency situations, providing reassurance and guidance to callers.
5.
Exhibit excellent customer service skills at all times, handling all situations in a courteous, professional manner.
6.
Adapt to evolving departmental and hospital policies and procedures.
7.
Perform repetitive tasks while sitting at a computer workstation for an extended period of time.
8.
Take on additional tasks and duties as requested by management.
9.
Use Microsoft Office suite (Word, Excel, Outlook, SharePoint) proficiently for various tasks.
10.
Use a PC and navigate the internet proficiently.
Qualifications: 1.
Minimum of 2+ years of experience in a similar role, preferably within the healthcare industry.
2.
Exceptional written communication skills, with the ability to write neatly and use proper grammar and punctuation.
3.
Proven ability to work in a high call-volume setting.
4.
Demonstrated ability to prioritize and multi-task.
5.
Proven ability to identify and escalate priority issues.
6.
Demonstrated ability to remain calm and effective during emergency situations.
7.
Proven customer service skills.
8.
Ability to work on a self-directed basis with minimal supervision.
9.
Demonstrated ability to adapt to evolving policies and procedures.
10.
Ability to work overtime, weekends, holidays, and night shifts when necessary.
11.
Experience performing repetitive tasks at a computer workstation for extended periods.
12.
Proficiency in operating a PC and navigating the internet.
13.
Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint).
14.
Knowledge of medical terminology is preferred.
15.
Call center experience is preferred.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobotβs policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Ensures hospitalβs medical records are current, legible, and complete and maintained in a secure and confidential manner.
Analyzes code assignment for correct coding to achieve optimal and timely reimbursement.
Performs duties within approved practices, exercising independent judgement with pre-determined guidelines.
Provides quality improvement monitoring to ensure employee compliance with departmental standards and procedures.
Identifies problems with processes and seeks to implement solutions.
Minimum Job Requirements: Work Experience: Three years of progressive supervisory experience in a Medical Records Department.
License/Registration/Certification: RHIA Certification or RHIT certification required.
CCS required.
Education and Training: Associateβs degree in Health Information Technology required.
Bachelorβs degree in Health Information Management preferred.
Skills: Excellent leadership and customer service skills with a team-centered approach.
In-depth understanding of medical records systems.
Demonstrated knowledge of how to design, champion, and implement continuous improvement initiatives.
Advanced knowledge of system and departmental policies and procedures.
Thorough knowledge of the legal parameters governing record confidentiality.
Excellent written and oral communication skills, including English usage, grammar, punctuation, and style.
Effective interpersonal, presentation and project management skills.
Maintains medical records and supplies.
Records statistical data.
Under direction of licensed professional, provides care to patients of varying ages with age specific needs.
Skills 1.
Highly effective communication skills.
2.
Bilingual English/Spanish preferred.
3.
Knowledge of English grammar, punctuation and spelling.
4.
Knowledge of ICD10, CPT and HCPCS coding related to department procedures and billing preferred.
5.
Knowledge of basic medical terminology preferred.
Work Experience One year of medical office and/or clinic work experience preferred.
Experience with healthcare coding, billing, and reimbursement preferred.
License/Registration/Certification Certified Medical Assistant preferred.
Current CPR required.
Education and Training High school diploma or equivalent required.
This dual-impact role requires a blend of strategic communication and high-level logistical management.
You will own all communications to the Warranty Admin Panel and develop technical communication initiatives that drive dealer engagement and operational efficiency.
The ideal candidate will manage SE&O (Service Engineering & Operations) requests, ensuring that clear, engaging, and accurate content is delivered to our dealer network while maintaining the infrastructure for our monthly panel reviews.
Responsibilities Enhanced Dealer Technical Communications Author / proofread / edit dealer technical communications o Oversee communication calendars and assist in executive communication planning o Collaborate with internal departments to ensure consistent messaging o Coordinate Technical Governance meeting agendas, communications, and deliverables o Manage internal Search and Rescue Support Warranty Admin Panel: Meeting Coordination & Hosting: Serve as the primary lead for the coordination of monthly Warranty Admin Panel meetings, utilizing both in-person and virtual formats.
Manage all meeting logistics, including room bookings, audio-visual setup, and virtual platform management (e.g., Webex, Microsoft Teams, or Zoom).
Ensure a professional environment by hosting sessions and troubleshooting any real-time technical or logistical issues.
Materials & Documentation: Collaborate with stakeholders to gather, organize, and format presentation materials and data decks.
Ensure all participants have access to necessary documentation and agendas prior to the start of each session.
Travel & Logistics Management: Act as the central point of contact for all panel-related travel.
Coordinate accommodations and travel itineraries, including booking flights, securing hotel accommodations, and organizing ground transportation.
Facilitate group activities or off-site logistics associated with in-person panel meetings to ensure a cohesive experience for all attendees.
What You Bring to the Role Education β’Bachelorβs degree in Communications, Business Administration, Automotive Technology, or a related field.
Or equivalent work experience Experience β’Experience: 7 years of professional experience in administrative coordination, technical writing, or dealer operations.
β’Industry Knowledge: Prior experience within the Automotive industry is required; a background in service engineering, warranty, or dealer relations is highly preferred.
β’Proven Track Record: Demonstrated experience managing complex logistics (travel, events, or large meetings) and authoring professional-grade communications for a wide audience.
Skills β’Organizational Excellence: Proven ability to manage multiple moving parts, from calendar invites to complex travel itineraries.
Comfortable with timing plans and drive-for-results attitude.
Ability to work independently, partnering directly with the client and other Ford team members as needed β’Technical Proficiency: Comfortable hosting virtual meetings and managing presentation software (PowerPoint, etc.).
β’Communication: Strong interpersonal skills to interface with various levels of leadership and external vendors.
Excellent written communication skills with keen attention to spelling, grammar, punctuation, formatting.
Exceptional verbal communication skills with the ability to simplify and articulate complex processes with professional tone and patience β’Attention to Detail: High precision in managing travel dates, meeting agendas, and material accuracy.
β’Collaboration: Strong collaboration skills to work in a team environment with deadlines.
Strong cross functional teamwork.
β’Microsoft Office Proficiency (Word/Excel/PowerPoint/Teams/Sharepoint/Project) Other β’Hybrid work arrangement, onsite in Allen Park, MI What You Can Expect β’Health/Dental/Vision/Life Insurance β’Flexible Spending Account (FSA) and Health Savings Account (HSA) β’401(k) with company match β’Vacation/Sick Time and Paid Holidays β’Tuition Reimbursement β’Employee Assistance Program β’Employee Discount Program β’Training and Development Programs (Percepta College) β’Employee Rewards Program (Perci Perks) About Percepta Established in 2000, Percepta has contact centers across the globe that proudly deliver a frictionless customer experience to our clients.
Our values are the heartbeat of our organization, and we live, breathe, and play by them everyday.
As a Percepta team member, you can expect: Culture of Service β to be treated like you are the customer from day one .
Teamworkβ belonging to a supportive family team environment that encourages growth, fosters trust and open communication, and acknowledges value of your contributions.
Respectβ a team that is accountable, dependable and gives you their full attention.
Proactiveβ to surround yourself with solution-oriented people who strive to improve themselves, others, and the organization.
Career Growth β lots of learning opportunities for aspiring minds Diversity β be a part of our growing diverse and community-minded organization that is all about having fun! Competitive Compensation β we take care of family, which is why we offer more than just competitive wages and great benefits.
Our programs offer incentives and promote physical, mental, and financial wellness.
As a condition of employment, Percepta requires all employees hired in the United States to successfully pass a background check and, depending on location and client program, a drug test.
Percepta is an Equal Opportunity Employer.
Please note that neither Percepta nor any of the agencies that recruit on our behalf will ever ask for any payments or personal information such as bank account details from applicants at any point in the recruitment process.
#LI-Hybrid
The Direct Hire Division of Consilio, LLC is working with a highly regarded firm that is seeking to hire a legal secretary for their Minneapolis office. This position is not with Consilio directly; it is a direct hire, permanent opportunity with the law firm.
Job Responsibilities
- Assists attorneys with calendaring and scheduling, including coordinating travel
- Calendars and coordinates appointments, meetings, and special events, gathering and preparing related materials for distribution in advance
- Drafts and formats legal documents, reports, and presentation materials, and assisting with proofreading same
- Collects, enters, and edits time for client billing purposes; assists with editing and preparing client bills
- Opens, sorts, and distributes mail
- Receives and screens telephone calls and refers matters to other staff and resources as appropriate
- Maintains physical and electronic filing systems
- Assists attorneys with additional support as needed, performing other duties based on assigned attorneys' practice
Qualifications
- Minimum seven years of directly relevant experience supporting litigation attorneys
- Demonstrated ability to consistently provide a high level of quality client service
- Demonstrated ability to follow directions and work effectively both independently and with others in a cooperative, enthusiastic and friendly manner to accomplish position functions and participate in team efforts
- Demonstrated proficiency in the use of MS Office to produce high-quality, written communications such as memos, spreadsheets, presentations, and standard legal documents
- Demonstrated ability to communicate clearly and effectively, both orally and in writing, with excellent spelling, grammar, and punctuation skills
- Ability to adapt to changing priorities and maintain a productive and committed work effort, meeting deadlines and managing workload
- Ability to apply technical knowledge or guidance, analyze and interpret data from several sources and solve problems by applying precedent or extrapolating from previous experience
- Ability to exercise sound judgment and discretion in handling and maintaining confidential information and data
- Demonstrated poise, tact and diplomacy, with the ability to represent the firm with honesty, integrity, and professionalism
- Working knowledge of legal terminology and procedures and general knowledge of documents, business processes, operation of standard office equipment and software
- Ability to accurately type 80 words per minute
- Ability to work overtime hours as requested
- Ability to safely lift, move and carry items without assistance, weighing up to 25 lbs
Education
The position requires a High School Diploma or GED. AA/BA/BS degree or equivalent specialized training a plus.
Salary
$71,000-$93,000
ELS Consilio, LLC Direct Hire Division staffs' positions, for Consilio clients and does not staff for internal corporate positions at Consilio. Please refer to to view job opportunities within our company. Consilio, LLC is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other legally protected status.
About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimizedβintegrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firmβone focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Job Description
The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.
Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.
The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.
Qualifications
- Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
- Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
- Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
- Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
- Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
- Positive attitude and willingness to learn and grow
- Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
- Establishes and maintains effective working relationships with peers and strategic partners
- Must be articulate, organized, and attentive to instructions and deadlines
- Self-starter with the ability to juggle several deadlines, and high personal accountability
- Approaches problems with a sense of urgency, creativity, and tenacity
- The ability to operate in a dynamic and fast-paced environment is essential
- Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
- Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
- Collaborative and able to work effectively in a team environment as a participant or leader
- Versatile, flexible, and a willingness to work within constantly changing priorities
What We Offer
Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm's core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.
Private Credit Paralegal
The Private Credit Paralegal is responsible for providing paralegal support and assistance to attorneys in the coordination, management and supervision of all aspects of private credit transactions including, but not limited to, setup, routine maintenance, reporting requirements, transaction management, UCC and intellectual property searches, UCC drafting and filing, and coordination of all aspects of commercial finance transaction closings. Maintains professionalism and strict confidentiality in all client and Firm matters.
Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).
Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client billable hour requirement: 1,550 hours annually (130 client billable hours average per month).
- Assist with the preparation of certain standard form loan documents and other related commercial finance transaction documents.
- Organize and proofread all documentation.
- Prepare, review and file UCC financing statements, releases, and amendments.
- Perform UCC and other lien searches.
- Perform duties/tasks associated with private credit transactional closings.
- Draft closing book indexes, prepare closing books and assemble documents under the supervision of the supervising attorney.
- Coordinate and assist with documentation for closing and post-closing requirements.
- Maintain relationships with third party vendors and assist with the management of accounts with such vendors.
- Coordinate and communicate with clients to ensure proper delivery of closing books and related closing deliveries.
- Maintain up-to-date time reports to ensure accurate client billing.
Supervisory Responsibilities
- This position has no direct supervisory responsibilities, however on a case-by-case basis, may have authority to delegate and supervise the work performed by Project Assistant. Carries out supervisory responsibilities in accordance with the Firm's policies and applicable laws. Responsibilities may include interviewing, training, and providing input into the performance appraisal process.
Knowledge, Skills And Abilities
- Bachelor's degree and two or more years related experience preferably in a law firm environment, or equivalent combination of education and experience. Paralegal certificate from an ABA accredited paralegal program a plus. Previous experience and applicable working knowledge and understanding of Article 9 of the Uniform Commercial Code is preferred.
- Computer proficient with experience and working knowledge of Westlaw and other commercial finance-related databases, internet research, due diligence, Excel, Outlook, and Word preferred.
- Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish concise, detailed information in report format, written correspondence, eβmail, or verbally.
- Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
- Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research private credit transactional data, process information, conduct legal research, and perform essential duties.
- Dependable team player with the ability to act independently and make decisions within scope of the position's responsibilities. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
- Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
- Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.
- Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare commercial finance transactional documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
- Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
- Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
- Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
- Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. Candidates must be comfortable with a flexible schedule including occasional after-hours email monitoring and responsiveness during peak periods or urgent matters. Ability and availability to travel to other Firm locations when required.
For our Chicago Office, the annualized salary range for this position is $70,000 to $90,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.
Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firmβs core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.
Real Estate Paralegal
The Real Estate Paralegal supports sophisticated, high-value commercial transactions involving multiple properties, financing structures, and tight deadlines. Under the general direction of the Paralegal Manager, supervising attorney(s) and according to established Firm policies and procedures, the Paralegal is responsible for providing paralegal support and assistance to attorneys in the coordination, management and supervision of all aspects of real estate transactions.
The Paralegalβs primary responsibility is the review, analysis, and coordination of due diligence for commercial transactions. This includes the review of title commitments and underlying recorded title documents, ALTA surveys, and zoning reports. This is a hands-on, detail-heavy, deadline-driven real estate paralegal role that requires accuracy, speed, judgment, and follow-through. Additional responsibilities may include, but are not limited to, the review the review and preparation of UCC filings, review and abstract of leases/estoppels/SNDAs, and other tasks related to sophisticated commercial real estate closings. The Paralegal will coordinate closely with attorneys, title companies and underwriters, surveyors, zoning consultants, and internal teams. The Paralegal maintains professionalism and strict confidentiality in all client and Firm matters.
This role is best suited for candidates comfortable working in a fast-paced, high-volume environment where accuracy and responsiveness are critical to closing timelines. Strong candidates for this role typically have hands-on experience with:
- Reviewing and analyzing title commitments and exception documentsInterpreting ALTA surveys and zoning reports
- Identifying and resolving diligence issues impacting closings
- Coordinating directly with title companies and third-party consultants
- Supporting complex commercial transactions
The Real Estate Paralegal position can be located in the Chicago or Charlotte office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).
Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Review and analyze title commitments, policies, and underlying title documents.
- Interpret and analyze ALTA surveys and zoning reports for transactional impact.
- Review and summarize declarations, REAs, and CCRs for material restrictions or risks.
- Proactive communication and coordination with third parties to finalize diligence matters on tight deadlines.
- Prepare and/or review UCC Financing Statements.
- Review and summarize UCC/lien/judgment searches.
- Manage multiple active deals at different stages simultaneously.
- Collaborate with other members of the National Due Diligence Team.
- Coordinate and assist with documentation for closing and post-closing requirements.
- Perform lease abstracting.
- Maintain up-to-date time reports to ensure accurate client billing.
Supervisory Responsibilities
- On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff.
- Carries out supervisory responsibilities in accordance with the Firmβs policies and applicable laws.
- Responsibilities include interviewing, training, and providing input into the performance appraisal process.
Knowledge, Skills and Abilities
- Bachelorβs degree and five or more years progressive work experience in the real estate transactional area preferably in a law firm environment; or equivalent combination of education and experience. Legal research knowledge and ability to use law library are required. Paralegal certificate from an ABA accredited paralegal program a plus.
- Applicable knowledge, experience, and proficiency in title, survey, and zoning review and analysis, UCC searches and preparation, and lease abstracting.
- Computer proficient with experience and working knowledge of real estate-related databases, internet research, due diligence, Excel, Outlook, and Word
- Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish concise, detailed information in report format, written correspondence, e-mail, or verbally.
- Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, paralegals, clients, staff, and outside contacts.
- Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research real estate transactional data, process information, conduct legal research, and perform essential duties.
- Dependable team player with the ability to act independently and make decisions within scope of the positionβs responsibilities. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
- Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
- Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.
- Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare real estate transactional documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
- Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
- Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
- Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
- Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. Candidates must be comfortable with a flexible schedule including occasional after-hours email monitoring and responsiveness during peak periods or urgent matters.
- Ability and availability to travel to other Firm locations when required.
We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies.
Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.