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Jobot

Trust and Estate Secretary

Jobot, San Francisco, CA, United States


Trust/Estate Secretary

This Jobot Job is hosted by: Trey Mattson

Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.

Salary: $75,000 - $90,000 per year

A bit about us:

Our prestigious law firm is seeking a seasoned Permanent Trust and Estate Secretary. The ideal candidate will have a minimum of 5 years of experience as a Legal Secretary, preferably in the area of Trusts and Estates. This is an excellent opportunity to join a dynamic team of professionals dedicated to providing superior legal services to our clients. The Permanent Trust and Estate Secretary will be responsible for providing administrative and legal support to our Trusts and Estates Department.

Why join us?

Responsibilities:

  1. Prepare, edit, and proofread legal documents such as wills, trusts, powers of attorney, and deeds.
  2. Manage and organize client files and documents, ensuring they are accurate and up-to-date.
  3. Assist with the administration of estates, including probate and non-probate matters.
  4. Coordinate and schedule appointments, meetings, and deadlines.
  5. Communicate with clients, court personnel, and other parties in a professional and courteous manner.
Job Details

The ideal candidate for this position Qualifications:

  1. A minimum of 5 years of experience as a Legal Secretary, preferably in the area of Trusts and Estates.
  2. Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
  3. Exceptional organizational skills and attention to detail.
  4. Excellent written and verbal communication skills.
  5. Ability to work independently and manage multiple tasks and deadlines

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.