<h3>Job Description</h3>
Legal Secretary – Trusts &amp; Estates Firm (San Francisco, CA)
My client, a small Trusts and Estates firm in San Francisco, is seeking a Legal Secretary to join their team. The firm offers a collaborative, supportive work environment.
Position: Legal Secretary
Location: San Francisco, CA
Schedule: Four days per week in-office, with the possibility of five days
Key Responsibilities:
<ul>
<li>Review and format legal documents, ensuring accuracy and consistency</li>
<li>Prepare materials for mailings and client communications</li>
<li>Assist with general office tasks and document management</li>
<li>Support attorneys in Trusts and Estates matters</li>
</ul>
Required Skills:
<ul>
<li>Strong proficiency in Word, Excel, and Microsoft Office</li>
<li>Detail-oriented with excellent organizational skills</li>
<li>Ability to manage multiple tasks and meet deadlines</li>
</ul>
Preferred/Additional Skills:
<ul>
<li>Experience with Clio</li>
<li>Familiarity with deed recordings and estate planning documents</li>
<li>Notary public status is a plus</li>
</ul>
Qualifications:
<ul>
<li>Previous experience as a legal secretary or in a law office preferred</li>
<li>Professional, reliable, and collaborative attitude</li>
<li>Able to work in-office four days a week, flexible for a fifth day if needed</li>
</ul>
This is a great opportunity to join my client’s small, family-run law firm with a focus on Trusts and Estates.