Family Wealth Planning Legal Secretary Job at Adams & Martin Group in San Franci

Overview

Adams & Martin Group has partnered with a respected law firm with a strong reputation in estate planning, trust administration, and probate. Their San Francisco office is seeking an Estate Planning Legal Secretary to join their Family Wealth Planning team. This is a full-time, on-site position. The Legal Secretary will provide advanced secretarial and administrative support to attorneys, paralegals, and clients, ensuring the efficient handling of estate planning and related matters.

Base pay range: $90.00/yr - $110,000.00/yr

Responsibilities

• Prepare estate planning, trust administration/probate, and related legal documents with minimal supervision.
• Draft legal correspondence to clients, courts, and regulatory agencies.
• Maintain attorney calendars, deadline reminder systems, and travel arrangements.
• Process incoming mail, enter attorney time, and prepare expense reports.
• Organize and coordinate meetings and conferences.
• Assume responsibility for special projects, including paralegal-level tasks.
• Provide overflow and cross-department secretarial support.
• Proofread documents for accuracy and ensure timely filings.
• Maintain strict confidentiality with all firm and client matters.

Qualifications

• Minimum 4 years of law firm secretarial experience (estate planning/tax experience preferred).
• High school diploma or equivalent required.
• Proficient in Microsoft Office Suite, eFiling, and DocuSign.
• Strong organizational skills with the ability to meet deadlines.
• Excellent written and verbal communication skills.
• Detail-oriented, reliable, and proactive; able to work with minimal supervision.
• Familiarity with probate courts, recorder, and assessor's office.
• Ability to type at least 60 WPM and transcribe dictation.
• Notary commission (or willingness to obtain).

Employment details

Law firm offers a competitive salary, full benefits package, and a chance to work one day remote after 3 months.

Please submit your resume for confidential consideration.

Legal and equal employment opportunity

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For positions that require a background check, a review of criminal history will be conducted as applicable to those positions.