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Organization TypeLaw Firm
ProfileLegal Assistant/Secretary The candidate will join boutique law firm specializing in Estate Planning and Estate Administration has an immediate opening for a legal assistant. The position focuses on trust administration and probate matters. This role will support the attorney handling the estate administration part of the practice. Support busy, fast-paced practice with probates, trust administrations, conservatorships. Be involved in all aspects of estate settlement and trust administration. Assist with preparation of probate documents, preparation of inventories and assets lists. Prepare filings of court documents, including e-filing. Organize case files and maintain documents. Keep track of court and internal deadlines. Communicate with client during all states of estate settlement and trust administration to collect information necessary to complete reporting and filing requirements and to keep tabs on clientâ€™s concerns and needs. Manage document management system, adding all records and correspondence into appropriate client files. Compile financial information as required for court and trust accountings.
Qualification and Experience
The candidate should have strong organizational skills. Must have strong oral and written communication skills. Familiarity/experience with probate, trusts, taxes, accounting is required. Should have good listening skills. Must be capable of handling confidential client information in a professional and trustworthy manner.
J. Terrence Moynihan
Moynihan Lyons PC
6529 Riverside Avenue
Riverside, CA 92506