Trust and Estates Administrative Assistant

2 weeks ago


Menlo Park, California, United States Briefly Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Assistant to join our Trust and Estates team. The successful candidate will provide administrative support to our attorneys and clients, ensuring the smooth operation of our trust and estates practice.

Key Responsibilities
  • Provide administrative support to attorneys and clients, including preparing and submitting time entries, fees, and expenses.
  • Review and process incoming mail, including tracking and filing documents.
  • Prepare and submit time entries, fees, and expenses for various attorneys.
  • Provide backup secretarial assistance to partners, associates, and other legal and administrative staff as assigned.
  • Support the Administrative Helpdesk system, completing admin requests submitted by various staff and attorneys.
  • Photocopying, scanning, and saving of documents to cloud-based file management system.
  • Coordinate with clients, external counsel, and other vendors to obtain and exchange information and documentation related to legal matters.
  • Schedule meetings, basic calendar management, processing expense reimbursements, etc.
  • Other administrative tasks as assigned.
Requirements
  • Proficient with Adobe and Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
  • Strong professional communication and interpersonal skills in dealing with all levels of the firm (attorneys, secretaries, administration, and other members of staff).
  • Notary public or willing to become one.
  • The ability to understand and follow oral and written directions.
  • Must be able to work independently and prioritize work.
  • Associate Degree from an accredited college or university.
  • Experience with iManage.
  • 2-3 years of working in a legal office environment.


  • Menlo Park, California, United States Intero Real Estate Services Full time

    Job DescriptionA Residential Real Estate Agent is a key player in facilitating housing transactions within their community. They provide guidance to customers navigating the complexities of home sales and purchases, leveraging their expertise to build trust and forge long-term relationships.To succeed in this role, one must be proactive, driven, and...


  • Menlo Park, California, United States Mathnasium (ID: 2406101) Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Mathnasium Learning Centers. As an Administrative Assistant, you will provide support for daily operations, prepare students' materials, and provide excellent customer service.ResponsibilitiesProvide support for daily operations, including preparing...


  • Menlo Park, California, United States Intero Real Estate Services Full time

    Job DescriptionA Real Estate Listing Agent is responsible for providing expert guidance to clients on how to sell their home quickly and for optimal value. In this role, you will have the opportunity to work with a diverse range of clients, each with their unique needs and goals. As a listing agent, you will be responsible for developing and implementing...


  • Menlo Park, California, United States Whittier Trust Full time

    About Whittier TrustWhittier Trust is a leading multi-family office providing customized investment solutions for high-net-worth individuals and their families. Our team of dedicated professionals delivers exceptional client service and tailored solutions for complex family situations.Job SummaryWe are seeking a seasoned professional to join our team as a...


  • Menlo Park, California, United States Ricoh USA, Inc. Full time

    Ricoh USA, Inc. is seeking a highly skilled and detail-oriented Senior Receptionist to join our team. As a key member of our administrative team, you will be responsible for providing exceptional customer service and support to our clients and colleagues. **Key Responsibilities:**• Greet and assist visitors, employees, and clients in a professional and...


  • Menlo Park, California, United States SLAC National Accelerator Laboratory Full time

    Job Title: Administrative AssociateSLAC National Accelerator Laboratory is seeking an experienced Administrative Associate to join our Project Management Office (PMO) team. As an Administrative Associate, you will provide administrative support to the PMO team, ensuring the smooth operation of our projects and programs.Key Responsibilities:Provide...


  • Menlo Park, California, United States Meta Full time

    Job Title: Trust and Compliance Program ManagerMeta is seeking a highly skilled Trust and Compliance Program Manager to join our team. As a key member of our Enterprise Engineering organization, you will be responsible for identifying and assessing risks to our critical processes and assets.Key Responsibilities:Review and assess risks to our Artificial...


  • Menlo Park, California, United States The Whittier Trust Company Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President, Client Advisor to join our team at The Whittier Trust Company. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients,...


  • Menlo Park, California, United States The Whittier Trust Company Full time

    About The Whittier Trust CompanyWe are a trusted partner with a long history of successfully navigating the financial markets to preserve, protect, and enhance our clients' wealth and well-being across generations.Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Vice President, Client Advisor. In this role, you...


  • Menlo Park, California, United States SLAC National Accelerator Laboratory Full time

    Job Title: Administrative AssociateSLAC National Accelerator Laboratory is seeking an experienced Administrative Associate to join our Project Management Office (PMO) team. As an Administrative Associate, you will provide administrative support to the PMO team, ensuring the smooth operation of our projects and programs.Key Responsibilities:Provide...


  • Menlo Park, California, United States SLAC National Accelerator Laboratory Full time

    Job Title: Administrative AssociateSLAC National Accelerator Laboratory is seeking an Administrative Associate to join our team in the Fundamental Physics Directorate (FPD). The successful candidate will provide administrative support to the FPD team, with a focus on the SLAC Next Generation Quantum Science and Engineering (Q-NEXT) Institute and the Quantum...


  • Menlo Park, California, United States SLAC National Accelerator Laboratory Full time

    Job Title: Administrative Associate 3SLAC National Accelerator Laboratory is seeking an Administrative Associate 3 to provide administrative support to the Fundamental Physics Directorate (FPD) and the SLAC Next Generation Quantum Science and Engineering (Q-NEXT) Institute and Quantum Foundry Detector Microfabrication Facility (DMF).Key...


  • Menlo Park, California, United States Insight Global Full time

    Administrative Assistant OpportunityA healthcare client in the Bay Area is seeking an experienced Administrative Assistant to provide administrative and clerical support to their team. The successful candidate will be responsible for:Key Responsibilities:Providing administrative support to relieve department managers and directors of administrative...


  • Menlo Park, California, United States Insight Global Full time

    A healthcare client in the Bay Area is seeking an Administrative Assistant to provide support to their team on a 6-month contract-to-hire basis.Key Responsibilities:Provide administrative and clerical support to relieve department managers and directors of administrative details.Coordinate messages, appointments, and information for callers, maintain file...


  • Menlo Park, California, United States Insight Global Full time

    A healthcare client in the Bay Area is seeking an Administrative Assistant to provide support to their team on a 6-month contract-to-hire basis.Key Responsibilities:• Provide administrative and clerical support to relieve department managers and directors of administrative details.• Coordinate messages, appointments, and information for callers, maintain...

  • Dental Assistant

    2 weeks ago


    Buena Park, California, United States WEST COAST DENTAL ADMINISTRATIVE SERVICES LLC Full time

    Job Title: Registered Dental AssistantWe are seeking a highly skilled and passionate Registered Dental Assistant to join our team at West Coast Dental Administrative Services LLC.About the RoleAs a Registered Dental Assistant, you will play a vital role in providing exceptional patient care and supporting our dental team in delivering high-quality...


  • Baldwin Park, California, United States The Lash Group - Epique Realty Full time

    Job Title: Real Estate Showing PartnerAt The Lash Group - Epique Realty, we're seeking a skilled and personable Real Estate Showing Partner to join our team. This role is perfect for individuals who are passionate about real estate and enjoy working with clients to find their dream homes.Key Responsibilities:Conduct property tours for clients, highlighting...

  • Optical Administrator

    3 weeks ago


    Menlo Park, California, United States VSP Vision Full time

    Job SummaryThe Optical Administrator will play a key role in delivering exceptional customer service, fostering customer retention, and promoting outstanding associate/doctor satisfaction. This role requires a strong ability to sell through effective sales skills and accountability for sales results.Key ResponsibilitiesFill ophthalmic eyeglass prescriptions...


  • Menlo Park, California, United States VSP Vision Full time

    Job SummaryThe Optical Administrator will play a key role in delivering exceptional customer service, fostering customer retention, and promoting outstanding associate/doctor satisfaction. This role requires a strong ability to sell through effective sales skills and accountability for sales results.Key ResponsibilitiesFill ophthalmic eyeglass prescriptions...

  • General Manager

    3 weeks ago


    Menlo Park, California, United States JLL Full time

    Job SummaryThe General Manager is responsible for overseeing the day-to-day operations of commercial properties, ensuring seamless management, supervision, and professional development of all building personnel. This role requires strong leadership, communication, and problem-solving skills to drive client satisfaction and business growth.Key...