Estate Planning Secretary Job at Pathways Personnel in San Francisco

3 weeks ago Be among the first 25 applicants

This range is provided by Pathways Personnel. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $115,000.00/yr

Direct message the job poster from Pathways Personnel

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, and 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 perform 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, e-filing 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

• Not Applicable

Employment type

• Full-time

Job function

• Administrative

Industries

• Legal Services and Law Practice

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