Trusts & Estates Legal Secretary

2 weeks ago

San Diego, United States AION Search Full time

The Trusts & Estates Legal Secretary must have at least three (3) years of recent Trusts & Estates experience. The Trusts & Estates Legal Secretary will prepare legal documents, filings, and/or general correspondence with accuracy and adhere to our formatting guidelines. This position requires that the Trusts & Estates Legal Secretary be extremely detail-oriented, organized, critical about accuracy, spelling and grammar, and possess the ability to prioritize and follow up. This is a very fast-paced environment, and the Trusts & Estates Legal Secretary must be able to multitask and manage a voluminous caseload. This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive. This position requires the Trusts & Estates Legal Secretary to be in office a minimum of 4 days a week.

**Essential Duties and Responsibilities, including but not limited to**:

- Filing Petitions and other documents with various courts
- Answering phones
- Scheduling client meetings
- Creating spreadsheets and presentations
- Running reports using the Firm’s software
- Proofreading and document comparison
- Calendar management
- Booking and coordinating travel arrangements
- Expense reimbursement and reconciliation
- Additional projects as assigned

**Requirements**:
**Education and Experience**
- At least three (3) years recent experience working as a Legal Secretary, preferably in the Trusts & Estates practice area.
- California Notary Public (preferred, but not required).

**Knowledge, Skills & Abilities**
- Proficiency in Microsoft Office Suite, Outlook, Adobe, legal practice management and document management systems.
- Intermediate to advanced word processing skills.
- Proficiency in California Rules of Court and local rules.
- Solid command of English including excellent spelling, grammar, punctuation, form and style.
- Organized and detail oriented.
- Ability to communicate clearly and work well with a team and on your own.
- Positive attitude, intellectually curious, dependable and motivated.

In addition to a competitive compensation and bonus programs, JKZ also offers:

- Option for fully employer paid Medical Insurance
- Dental, Vision, additional life, AD&D and other employee paid insurances
- Fully paid Long Term Disability and Life Insurance
- Paid Continuing Education
- Paid Time Off
- Paid Volunteer Time Off
- 11 Paid Holidays
- 401(k) Plan

  • Legal Secretary

    3 weeks ago

    San Diego, United States HAROLD G. AYER, APLC Full time

    Job DescriptionJob DescriptionWe are seeking a skilled and experienced Legal Secretary to join our team. The ideal candidate will have at least 2 years of experience working in a trusts, estates and probate law office and possesses excellent organizational and administrative skills.Responsibilities:Provide administrative support to attorneys, including...

  • Trusts and Estates Paralegal

    2 days ago

    San Rafael, United States Barnes, Pailhe & King Legal Search Full time

    Our clients a North Bay law firm is seeking a Trusts and Estates Paralegal with 3-5 years experience.Responsibilities:Draft and review legal documents for estate planning, probate, and trust administration.Communicate with clients, assisting in paperwork completion and information gathering.Support attorneys in estate planning, probate, and trust...

  • Trusts and Estates Paralegal

    8 hours ago

    San Rafael, United States Barnes, Pailhe & King Legal Search Full time

    Our clients a North Bay law firm is seeking a Trusts and Estates Paralegal with 3-5 years experience.Responsibilities:Draft and review legal documents for estate planning, probate, and trust administration.Communicate with clients, assisting in paperwork completion and information gathering.Support attorneys in estate planning, probate, and trust...

  • Trusts and Estates Litigation Attorney

    2 weeks ago

    San Diego, United States Barnes, Pailhe & King Legal Search Full time

    Our client, a mid-size law firm, is seeking a T&E Litigation Attorney. Three (plus) years of recent experience in civil litigation, preferably with probate and trust litigation experience. The Trusts & Estates Litigation Attorney must have strong organizational, interpersonal and communication skills, excellent research and writing skills, and experience...

  • Trusts and Estates Litigation Attorney

    3 weeks ago

    San Diego, United States Barnes, Pailhe & King Legal Search Full time

    Our client, a mid-size law firm, is seeking a T&E Litigation Attorney. Three (plus) years of recent experience in civil litigation, preferably with probate and trust litigation experience. The Trusts & Estates Litigation Attorney must have strong organizational, interpersonal and communication skills, excellent research and writing skills, and experience in...

  • Estate Planning Attorney

    2 weeks ago

    San Diego, United States McLaughlin Legal, APC Full time

    Job DescriptionJob DescriptionJoin McLaughlin Legal, a distinguished law firm dedicated to safeguarding the futures of families and individuals through expert legal counsel in tax, estate planning, probate, and trust administration. We are currently seeking an experienced Estate Planning Attorney to contribute to our dynamic team and make a meaningful impact...

  • Litigation Attorney

    1 week ago

    San Diego, United States Higgs Fletcher & Mack Full time

    Higgs Fletcher & Mack LLP, one of San Diego’s oldest and most prestigious law firms, seeks an Associate Attorney to join the Firm’s Trust and Estate Litigation Practice Group. This highly regarded practice group is recognized as a leading trusts and estate group in Southern California.Significant opportunity for an associate to grow his or her practice,...

  • Litigation Attorney

    2 weeks ago

    San Diego, United States Higgs Fletcher & Mack Full time

    Higgs Fletcher & Mack LLP, one of San Diego’s oldest and most prestigious law firms, seeks an Associate Attorney to join the Firm’s Trust and Estate Litigation Practice Group. This highly regarded practice group is recognized as a leading trusts and estate group in Southern California.Significant opportunity for an associate to grow his or her practice,...

  • Senior Legal Secretary

    6 days ago

    San Diego, United States City of San Diego California Full time

    See NOTE(S) below for future wage increases and/or additional compensation opportunities. Senior Legal Secretary positions supervise, direct and participate in the activities of subordinate legal secretaries engaged in providing the full range of leg Legal, Secretary, Senior, Technology, Experience

  • Legal Secretary

    1 week ago

    San Diego, United States Higgs Fletcher & Mack Full time

    Higgs Fletcher & Mack LLP, one of San Diego’s oldest and most prestigious law firms, has an opening for an experienced Litigation Legal Secretary. Salary is commensurate with experience.Job Responsibilities:Scheduling consultations, appointments, depositions, etc. Maintaining and updating attorney calendars Routine telephone calls with clients, opposing...

  • Legal Secretary

    1 week ago

    San Diego, United States Higgs Fletcher & Mack Full time

    Higgs Fletcher & Mack LLP, one of San Diego’s oldest and most prestigious law firms, has an opening for an experienced Litigation Legal Secretary. Salary is commensurate with experience.Job Responsibilities:Scheduling consultations, appointments, depositions, etc. Maintaining and updating attorney calendars Routine telephone calls with clients, opposing...

  • Legal Secretary

    3 weeks ago

    San Francisco, United States AGG Legal Staffing Full time

    MUST HAVE CALIFORNIA LITIGATION EXPERIENCE!!!ESSENTIAL DUTIES AND RESPONSIBILITIES*Prepare accurate and properly formatted correspondence, memoranda and other legal documents from handwritten drafts and transcription softwarePrepare new case reports, run conflict checks, open new files, and prepare check requestsState and Federal court filing experience a...

  • Legal Secretary

    4 weeks ago

    San Francisco, United States AGG Legal Staffing Full time

    MUST HAVE CALIFORNIA LITIGATION EXPERIENCE!!!ESSENTIAL DUTIES AND RESPONSIBILITIES*Prepare accurate and properly formatted correspondence, memoranda and other legal documents from handwritten drafts and transcription softwarePrepare new case reports, run conflict checks, open new files, and prepare check requestsState and Federal court filing experience a...

  • Litigation Secretary

    3 weeks ago

    San Diego, United States James & Waddle PC Full time

    Job DescriptionJob DescriptionWe are looking for a skilled secretary to assist our legal team. Our firm handles the specialized needs of our business and real estate clients in transaction and litigation matters. As an integral part of our team, you will frequently interact with the firm's clients, potential clients, expert witnesses, court personnel...

  • Legal Secretary Assistant

    4 days ago

    San Diego, United States Garcia Hong Law APC Full time

    Location: San Diego, California (Scripps Ranch)Company: Garcia Hong LawOverview:Garcia Hong Law, a reputable law firm based in San Diego, is seeking a highly organized and proactive individual to join our team as a Legal Assistant/Secretary. The ideal candidate will have experience in legal or litigation settings, possess exceptional communication skills,...

  • Legal Secretary Assistant

    4 days ago

    San Diego, United States Garcia Hong Law APC Full time

    Location: San Diego, California (Scripps Ranch)Company: Garcia Hong LawOverview:Garcia Hong Law, a reputable law firm based in San Diego, is seeking a highly organized and proactive individual to join our team as a Legal Assistant/Secretary. The ideal candidate will have experience in legal or litigation settings, possess exceptional communication skills,...

  • Legal Secretary Assistant

    4 days ago

    San Diego, United States Garcia Hong Law APC Full time

    Location: San Diego, California (Scripps Ranch)Company: Garcia Hong LawOverview:Garcia Hong Law, a reputable law firm based in San Diego, is seeking a highly organized and proactive individual to join our team as a Legal Assistant/Secretary. The ideal candidate will have experience in legal or litigation settings, possess exceptional communication skills,...

  • Litigation Legal Secretary

    3 weeks ago

    San Diego, United States Lagasse Branch Bell + Kinkead LLP Full time

    About Lagasse Branch Bell + Kinkead LLPLagasse Branch Bell + Kinkead (LBBK) is a certified female-owned law firm dedicated to providing responsive, quality, and result-oriented services to our clients. Whether defending our clients in litigation or offering proactive advice designed to prevent litigation, we partner with our clients to help them achieve...

  • Litigation Legal Secretary

    4 days ago

    San Diego, United States Lagasse Branch Bell + Kinkead LLP Full time

    About Lagasse Branch Bell + Kinkead LLPLagasse Branch Bell + Kinkead (LBBK) is a certified female-owned law firm dedicated to providing responsive, quality, and result-oriented services to our clients. Whether defending our clients in litigation or offering proactive advice designed to prevent litigation, we partner with our clients to help them achieve...

  • Litigation Legal Secretary

    5 days ago

    San Diego, United States Lagasse Branch Bell + Kinkead LLP Full time

    About Lagasse Branch Bell + Kinkead LLPLagasse Branch Bell + Kinkead (LBBK) is a certified female-owned law firm dedicated to providing responsive, quality, and result-oriented services to our clients. Whether defending our clients in litigation or offering proactive advice designed to prevent litigation, we partner with our clients to help them achieve...