Robert Half Corporation Jobs

Description

Reputable San Francisco firm is in search of an Estate Planning Legal Secretary to join their team on a hybrid remote basis. This role is crucial, as it involves providing comprehensive support for attorneys, from drafting and proofreading documents to managing client and court interactions.

Responsibilities:

• Carry out the editing and proofreading of various estate planning and trust administration documents

• Assist in the drafting of estate planning documents, including trusts, wills, and powers of attorney

• Coordinate and manage administrative tasks for client projects including mailing and filing

• Facilitate meetings, client calls, and maintain attorney's calendars

• Obtain EINs and assist executor/trustee with the collection, valuation, and distribution of assets

• Handle database management of all relevant documents and routine document filing

• Assist in client estate planning signing appointments as needed

• Handle notary services and coordinate with the records and conflicts departments in the opening and closing of matters

• Prepare physical and electronic estate planning and transaction binders for clients

• Assist in drafting and recording of real property transfer documents including deeds, preliminary changes of ownership, and transfer tax affidavits

• Manage the filing of federal tax documents and probate court documents.

Requirements • Proficiency in Estate Planning.

• Certification as a Notary Public.

• Ability to accurately log Time Entries.

• Experience in Probate & Estate Administration.

• Excellent Proofreading skills.

• Knowledge and experience in Trusts and Estates.

• Proficient in using legal software and Microsoft Office Suite.

• Strong verbal and written communication skills.

• Ability to work under pressure and meet deadlines.

• High level of discretion to maintain confidentiality of sensitive information.

• Strong organizational skills and ability to prioritize tasks.

• Attention to detail and accuracy.

• Previous experience in a similar role is preferred.

• Bachelor's degree in a related field is advantageous.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .