Legal Administrative Assistant

Job Description

We are seeking a full-time Estate Planning Administrative Assistant to work in our Legal Office in Burlingame, CA.



Position Summary


This position supports the Estate Planning practice area. This includes assisting Shareholders, Principals and Associates in the practice area with various administrative tasks such as filing internal documents, internal file management, calendaring, copy projects, internal file opening and closing, responding to client inquiries, assembling estate planning documents, occasional drafting of simple letters to clients, and mailing estate planning documents.



Position Requirements


  • Associates Degree or Bachelor's Degree required.
  • Experience in the legal field preferred but not required.


Duties


  • Drafting simple letters and documents.
  • Scheduling meetings, bar activities, and networking events.
  • Scanning/copying, send documents to clients,
  • Organize and file documents into client folders.
  • Assist with other various projects as assigned by Attorneys.


Skills & Abilities


  • Proficiency in Word, Excel, PowerPoint, and Outlook.
  • Familiarity with Salesforce platform is preferred but not required.
  • The ideal candidate would be organized, perform accurate work, manage multiple priorities, and complete assigned projects in a timely manner.
  • Excellent verbal and written communications skills.