Legal Secretary (Walnut Creek, CA) - Hybrid

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Job Title

Legal Secretary (Walnut Creek, CA) - Hybrid

Requisition Number

R6820 Legal Secretary (Walnut Creek, CA) - Hybrid (Open)

Location

Walnut Creek, California

Additional Locations

Job Information

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Legal Secretary - Hybrid Join us and support CSAA IG in achieving our goals.    

Your Role: As a Legal Secretary for our Walnut Creek Law office, you will provide legal secretarial support to CSAA IG attorneys and work on assignments of higher complexity. This is a hybrid position that requires some days working in the office and some days working from home. Please note we are hiring for this role in Walnut Creek, CA.

Your work:

• Types and transcribes correspondence and various legal documents and forms.

• Drafts documents and correspondence

• Organizes and maintains files related to current cases and various legal matters. Dockets and calendars legal appearances and filing deadlines.

• Provides administrative support to supervising attorneys with more complex depositions, medical examinations, court and arbitration hearings, and work with retained experts.

• Project work as assigned by office supervisor.

Required Experience, Education and Skills

• 3 – 5 years’ experience as a legal secretary or equivalent

• Knowledge of legal terminology and of proper formats for legal documents, legal procedures and document editing skills

• Ability to multi-task and prioritize

• Strong attention to detail

• Strong PC skills and knowledge Microsoft Office Suite

• Must have the ability to handle and respond to sensitive and confidential information

• Strong oral and written communication skills and organizational skills

• Ability to file using an alpha-numeric systems

• Demonstrated knowledge of legal software applications

• Advanced knowledge of practice areas and legal procedures

What would make us excited about you? 

• 3 – 5 years Previous secretarial experience in one or more legal practice areas

• Bachelor's degree in related area or an equivalent combination of education and experience

• Notary license

• Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.) 

• Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.) 

• Travels as needed for role, including divisional / team meetings and other in-person events

• Fulfills business needs, which may include investing extra time, printing and mailing, helping other teams, etc 

CSAA IG Careers   

At CSAA IG, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.  

Join us if you… 

• BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging. 

• COMMIT to being there for our customers and employees. 

• CREATE a sense of purpose that serves the greater good through innovation.   

Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more!  Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaa-insurance.aaa.com/us/en/benef