Responsibilities:
- Draft correspondence with regard to clients and various regulatory agencies as well as
- preparation of executed documents with minimum supervision and instruction.
- Perform broad range of clerical duties which require knowledge of procedures and
- specialized terminology.
- Maintain attorney calendar and travel arrangements
- Use discretion and good judgment when contacting clients.
- Process incoming mail, enter attorney time on system, and prepare expense reports.
- Organize and coordinate meetings and conferences.
- Assume responsibility for special projects, including paralegal tasks.
- Provide administrative and overflow support.
Requirements
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4+ years of corporate/litigation/real estate/ family wealth planning experience in a law firm.
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High School diploma or equivalent required.
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Proficient in Microsoft Office Suite, efiling and DOCUSIGN.
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Familiarity with attorney-client relationships & estate planning and execution process.
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Familiarity with recorder, assessor, and probate court.
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Notary or willingness to become a notary
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