Trusts & Estates Legal Secretary

August 28

Apply Now

Receive Emails with Similar Jobs

Johnston, Kinney & Zulaica LLP

WebsiteLinkedInAll Job Openings

We are a San Francisco Bay Area law firm specializing in Estate Planning, Family Law, Trust Administration, and Probate.

Estate Planning • Trust Administration • Probate • Entity Formation • Power of Attorney

11 - 50

Description

• Prepare legal documents, filings, and general correspondence with accuracy and adherence to formatting guidelines. • Filing Petitions and other documents with various courts • Answering phones • Scheduling client meetings • Creating spreadsheets and presentations • Running reports using the Firm’s software • Proofreading and document comparison • Calendar management • Booking and coordinating travel arrangements • Expense reimbursement and reconciliation • Additional projects as assigned

Requirements

• At least three (3) years recent experience working as a Legal Secretary, preferably in the Trusts & Estates practice area. • California Notary Public (preferred, but not required). • Proficiency in Microsoft Office Suite, Outlook, Adobe, legal practice management and document management systems. • Intermediate to advanced word processing skills. • Proficiency in California Rules of Court and local rules. • Solid command of English including excellent spelling, grammar, punctuation, form and style. • Organized and detail oriented. • Ability to communicate clearly and work well with a team and on your own. • Positive attitude, intellectually curious, dependable and motivated.

Benefits

• Option for fully employer paid Medical Insurance • Dental, Vision, additional life, AD&D and other employee paid insurances • Fully paid Long Term Disability and Life Insurance • Paid Continuing Education • Paid Time Off • Paid Volunteer Time Off • 11 Paid Holidays • 401(k) Plan