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 Referrals increase your chances of interviewing at Pathways Personnel by 2x We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr