Trusts and Estates Legal Secretary

5-5 yrs required

Full-time

No

Law Firm is searching for a Trusts and Estates Legal Secretary

Law Firm is looking for an experienced Estate Planning Secretary to join its team and provide support to attorneys handling trusts, estates, and probate matters. The ideal candidate will have five+ years of experience as a legal secretary, three of which must have been as an estate planning secretary or paralegal in a law office or law-related office.

Job Responsibilities:

Performs secretarial and clerical duties.
Processes mail daily.
Handles phone calls for attorneys.
Drafts routine correspondence and documents on own initiative for approval by attorneys.
Schedules appointments and other events.
Receives clients arriving for appointments (including beverages).
Maintains electronic calendar for attorneys and self.
Sets up new client/matters and prepares firm engagement letters.
Creates and maintains files, keeps records and prepares reports as requested.
Performs other duties as required.

Job Requirements:

Five+ years of experience as a legal secretary, three of which will have come as an estate planning secretary or paralegal in a law office or law-related office.
Experience in estate planning, trust and probate administration.
Computer skills to meet standards of accuracy and speed set by this office.
Spelling, grammar and punctuation must be exceptional.
Completion of at least two years of college or vocational school is helpful, but not required.
Team spirit attitude, able to meet and communicate with individuals pleasantly and represent the law office in an efficient, professional manner.
Must be a team player with willingness to help with coverage across additional attorneys if needed.
Familiar with California Courts, Secretary of State, and County Recorder filing/recording procedures and requirements.
Familiarity with Judicial Council forms for probate proceedings.
Familiarity with estate planning and trust administration documents.
Proficient in Microsoft Office Suite.
Experience working with document management systems.
Experience working with document comparison software, PDF software, scanning/OCR software.

Compensation

This is a full-time position offering competitive pay and benefits. The pay range for this position is – per hour; pay is based on experience.

How to Apply



Trusts and Estates Legal Secretary

Law Firm is searching for a Trusts and Estates Legal Secretary to join its team and provide support to attorneys handling trusts, estates, and probate matters. The ideal candidate will have five+ years of experience as a legal secretary, three of which must have been as an estate planning secretary or paralegal in a law office or law-related office.

Job Summary:

The Trusts and Estates Legal Secretary will be responsible for performing secretarial and clerical duties, processing mail, handling phone calls for attorneys, drafting routine correspondence and documents, scheduling appointments and other events, receiving clients arriving for appointments, maintaining electronic calendars, setting up new client/matters and preparing firm engagement letters, creating and maintaining files, keeping records and preparing reports as requested, and performing other duties as required.

Job Requirements:

Five+ years of experience as a legal secretary, three of which will have come as an estate planning secretary or paralegal in a law office or law-related office.
Experience in estate planning, trust and probate administration.
Computer skills to meet standards of accuracy and speed set by this office.
Spelling, grammar and punctuation must be exceptional.
Completion of at least two years of college or vocational school is helpful, but not required.
Team spirit attitude, able to meet and communicate with individuals pleasantly and represent the law office in an efficient, professional manner.
Must be a team player with willingness to help with coverage across additional attorneys if needed.
Familiar with California Courts, Secretary of State, and County Recorder filing/recording procedures and requirements.
Familiarity with Judicial Council forms for probate proceedings.
Familiarity with estate planning and trust administration documents.
Proficient in Microsoft Office Suite.
Experience working with document management systems.
Experience working with document comparison software, PDF software, scanning/OCR software.

Compensation

This is a full-time position offering competitive pay and benefits. The pay range for this position is – per hour; pay is based on experience.

How to Apply



##Trusts and Estates Legal Secretary

Law Firm is looking for an experienced Trusts and Estates Legal Secretary to join its team and provide support to attorneys handling trusts, estates, and probate matters. The ideal candidate will have five+ years of experience as a legal secretary, three of which must have been as an estate planning secretary or paralegal in a law office or law-related office.

Job Responsibilities:

*

Competitive pay and benefits

Microsoft Office Suite, Document Management Systems, Document Comparison Software, PDF Software, Scanning/OCR Software

Completion of at least two years of college or vocational school is helpful, but not required.

Highly organized, detail-oriented and dependable candidates should send their resume to .

Qualification and Experience Five+ years of experience as a legal secretary, three of which will have come as an estate planning secretary or paralegal in a law office or law-related office. Experience in estate planning, trust and probate administration recommended. Must have computer skills to meet standards of accuracy and speed set by this office. Spelling, grammar and punctuation must be exceptional. Completion of at least two years of college or vocational school is helpful, but not required.

Legal