Trust and Estate Legal Secretary
Jobot, San Francisco, CA, United States
This Jobot Job is hosted by: Mallory Calloway
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Salary: $90,000 - $100,000 per year
A bit about us:Mid-size trust and estate firm!
Why join us?Medical Benefits (option to have employer fully paid)
Paid state/BASF dues
401k
PTO + 11 paid holidays
Competitive pay
Job DetailsJob Details:
Our esteemed law firm is seeking an experienced Trust and Estate Legal Secretary to join our dynamic team. This is an exceptional opportunity for a detail-oriented and self-motivated professional to contribute to our growing practice. The ideal candidate will possess a strong understanding of the legal aspects of trusts and estates, coupled with exceptional organizational and communication skills. The role requires a minimum of 3 years of experience in a similar position and offers an attractive remuneration package commensurate with experience and skillset.
Responsibilities:
As a Trust and Estate Legal Secretary, you will be responsible for a variety of tasks that ensure the smooth operation of our legal team. Your key responsibilities will include:
- Drafting, editing and formatting legal documents related to trusts and estates, including wills, trusts, powers of attorney, and probate documents.
- Filing petitions and other legal documents with the appropriate courts in a timely and accurate manner.
- Managing calendars for multiple attorneys, including scheduling appointments, court dates, and deadlines.
- Coordinating with clients, courts, and other law firms to schedule meetings and conference calls.
- Organizing and maintaining client files, ensuring that all necessary documentation is included and up-to-date.
- Assisting with the preparation of estate tax returns and other related documents.
- Providing general administrative support to attorneys, including answering phones, handling correspondence, and managing office supplies.
Qualifications:
To be considered for this role, you should possess the following qualifications:
- Minimum of 3 years of experience as a legal secretary, preferably in the area of trusts and estates.
- Proficiency in legal document preparation and filing procedures.
- Strong knowledge of calendar management and scheduling.
- Exceptional attention to detail and the ability to work under tight deadlines.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite and legal research software.
- Familiarity with estate tax return preparation is a plus.
- Paralegal certification or equivalent legal qualification is preferred.
- High level of professionalism and discretion, with the ability to handle sensitive and confidential information appropriately.
In conclusion, if you are a seasoned legal secretary with a passion for trusts and estates law and a knack for organization and detail, we would love to hear from you. Join us and contribute to a team that values professionalism, collaboration, and the delivery of top-tier legal services.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.