Legal Secretary in St. Petersburg, FL at honor foundations

Date Posted: 12/11/2024

Job Snapshot

Job Description

Job Summary:

Under general supervision, uses skills gained through training and experience to provide basic secretarial and administrative support to the legal departments Corporate Transactions team. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with variety and complexity requiring limited decision making responsibility. Resolves most questions and problems and recommending solutions for or referring new or unusual issues to a higher level, as applicable. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.


Essential Duties and Responsibilities






Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

Fundamental concepts, practices and procedures required of a legal secretary.
Fundamental investment concepts, practices and procedures used in the securities industry.
Principles of banking and finance and securities industry operations.
Financial markets and products.


Skill in
Assembling and organizing legal documents.
Gathering, maintaining and organizing information and a large volume of documents.
Maintaining matter and contract management system.
Preparing routine legal documents, correspondence, memos, letters and reports.
Preparing written and oral presentations.
Greeting and directing visitors.
Accepting, screening and routing telephone calls.
Sorting, screening and distributing mail.
Establishing and maintaining files, records and other legal documents.
Arranging meetings and conferences and scheduling assignment due dates and making travel arrangements.
Operating standard office equipment and using required software applications.

Ability to
Maintain professional discretion and confidentiality.
Maintain currency in best practices required of legal secretaries.
Attend to detail while maintaining a %26ldquobig picture%26rdquo orientation.
Read, comprehend and apply legal information.
Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with frequent interruptions.
Communicate effectively, both orally and in writing.
Work independently as well as collaboratively within a team environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Establish and maintain effective working relationships at all levels of the organization.

Educational/Previous Experience Requirements
Education/Previous Experience
High School diploma and three (3) years of general administrative support experience in the financial services industry.
OR ~
An equivalent combination of education, training or experience

Licenses/Certifications
None required.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.



We expect our associates at all levels to:

Grow professionally and inspire others to do the same

Work with and through others to achieve desired outcomes

Make prompt, pragmatic choices and act with the client in mind

Take ownership and hold themselves and others accountable for delivering results that matter

Contribute to the continuous evolution of the firm