Job Details

Our client is a well established prestigious local law firm in San Francisco. They are seeking a legal secretary with 4+ years of experience in family wealth/estate planning.

Salary up to 115K, with flexibility DOE.

Responsibilities

• Draft, edit, proofread correspondence and legal documents
• Maintain attorney calendars, including coordinating meetings and conferences
• Coordinate travel arrangements, itineraries and prepare expense reports
• Client contact
• Process incoming mail, enter attorney time, and other clerical tasks
• Handle special projects, including paralegal tasks, as needed

Qualifications

• 4+ years of family wealth planning (trust, estate planning and tax) experience in a law firm.
• Proficient in Microsoft Office Suite, efiling and DocuSign
• Familiarity with estate planning and execution process, and recorder, assessor, and probate court.
• Detail oriented and well organized.
• Superior written and verbal communication skills.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Legal and Administrative

Industries

Law Practice

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Benefits

• Medical insurance
• Vision insurance
• 401(k)

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