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favorite this post Legal Assistant/Secretary – Estate Planning/Trusts/Probate (La Jolla) hide this posting unhide

compensation: Compensation will be commensurate with experience and qualifications.
employment type: full-time

Well-established estate planning, trust administration, and probate law firm seeks legal assistant/secretary to provide full-time support for three attorneys in La Jolla Shores office.

Primary responsibilities:
• Assist with preparation of documents, correspondence, and forms
• Proofread and format documents prepared by others
• Greet and communicate with clients, answer phones, and process emails
• Calendar and track reminders and deadlines; coordinate and schedule client appointments
• Maintain client and administrative files, both paper and electronic
• Handle publication and service mailings of legal documents; prepare court and recorder filings
• Prepare asset transfer documents, including deeds and entity-specific forms
• Prepare monthly client billings (A/R), process payments and track office productivity
• Track and pay office bills and expenses (A/P)
• Maintain and order office supplies
• Prepare and process outgoing and incoming mail, FedEx and messenger service items
• Assist with banking and tracking client trust account

Job Requirements:
• 2 – 3 years of experience as a legal assistant/legal secretary
• Experience with Estate Planning, Trust Administration, and Probate documents and procedures; County/State records and research; and Superior Court filings is strongly preferred
• Strong attention to detail with excellent organizational skills
• Superior interpersonal skills with a positive, professional demeanor
• Excellent spelling, grammar, and proofreading skills
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel)
• Familiarity with Timeslips and Quickbooks
• Mathematical ability and computation skills as needed for billing and financial statements
• Notary Certificate and experience as a notary public
• Accurate typing skills of 60+ wpm
• Associate’s or Bachelor’s degree is preferred

Qualified candidates should apply by submitting a cover letter and resume.
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6908187861

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