Job Description
Job Description
Overview
Our growing estate planning law firm is seeking a detail-oriented Legal Assistant to support attorneys with estate planning, trust administration, and probate matters. This position involves significant client interaction, legal document preparation, court filings, and recording real estate documents. Some bookkeeping work is also required to process expenses and received funds.
The ideal candidate is highly organized, professional, and comfortable managing multiple priorities in a fast-paced legal environment.
A current California Notary Public commission is required for this role.
Responsibilities
- Coordinate calendars and assist with scheduling appointments
- Notarize documents
- Record deeds and real property documents with county recorder offices
- File pleadings with California courts
- Maintain and organize client physical & electronic files using legal case management systems
- Communicate with clients
- Manage attorney calendars, appointments, and deadlines
- Perform data entry, scanning, document management, and general administrative support
- Process mail and payments from clients
- Assist with billing, invoices, and administrative tasks using QuickBooks and other programs
Required Qualifications
- Current California Notary Public commission (required)
- 2+ years of experience as a legal assistant, legal secretary, or paralegal
- Experience recording deeds and filing pleadings with courts
- Strong proficiency in Microsoft Office (Word, Outlook, Excel)
- Experience with book keeping
- Excellent attention to detail and proofreading ability
- Strong organizational and client communication skills
Preferred Qualifications
- Experience with Smokeball or other legal case management software
- Familiarity with QuickBooks
- Experience with estate planning, trust administration, or probate preferred
- Knowledge of California Probate Code and estate planning procedures
Skills
- Ability to work independently and as part of a team (required)
- Client communication and intake (required)
- File and deadline management (required)
- Legal document drafting and formatting (preferred)