Trust and Estate Law Secretary

2 weeks ago


San Diego, California, United States Jobot Full time
Job Title: Trust and Estate Law Secretary

We are seeking a highly skilled and experienced Legal Secretary to join our Trust and Estate department. As a key member of our team, you will provide comprehensive administrative support to our attorneys specializing in trust and estate law.

Responsibilities:
  • Provide administrative support to attorneys, including drafting, editing, and proofreading legal documents and correspondence.
  • Manage complex calendars, schedule appointments, and coordinate meetings.
  • Transcribe dictations and ensure accurate time entry for all legal matters.
  • Handle client communication and maintain a high level of professionalism and confidentiality.
  • Prepare and file legal documents with the court system.
  • Assist in the preparation of wills, trusts, powers of attorney, and other estate planning documents.
  • Coordinate and manage real estate transactions and private client matters.
  • Utilize Microsoft Office Suite to create and manage documents, spreadsheets, and presentations.
Requirements:
  • A minimum of 5 years of experience as a Legal Secretary, preferably in the Trust and Estate sector.
  • Extensive knowledge of estate planning, real estate, and wealth planning.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
  • Experience in transcription and accurate time entry.
  • Exceptional organizational skills and the ability to manage complex calendars.
  • Excellent written and verbal communication skills.
  • A high level of professionalism and the ability to handle sensitive information with the utmost confidentiality.
  • Strong attention to detail and the ability to work under pressure to meet deadlines.
  • The ability to work both independently and as part of a team.

This is an exciting opportunity for a seasoned Legal Secretary to further their career in Trust and Estate law. If you possess the required experience and skills, we would love to hear from you.



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