Legal Secretary - Trust and Estates

Burlingame, California 94010

Post Date: 05/08/2018 Job ID: 1356 Job Category: Legal

Legal Secretary - Trust and Estates

Industry: Boutique Law Firm 

Status: Full-Time Employee

Location: 350 Primrose Road, Burlingame, California 94010

 

COMPANY PROFILE:
  • Premier California wealth advisory firm - delivering sophisticated counsel to high net-worth individuals and prominent Silicon Valley corporations
  • Experts in personal wealth planning, trust and estate matters, and fiduciary management
  • Recognition of multiple Partners and Associates in the Northern California Super Lawyers list

 

FEATURES AND BENEFITS:
  • Gorgeous upscale office
  • Located in the heart of the Peninsula which allows for you to serve in leadership roles throughout the community and engage in a variety of non-profit and professional organizations
  • Emphasis on mentorship – it’ s a great place to both grow your career and to mentor others
  • Many perks offered such as 401k, medical, dental, vision, life and more

 

THE ROLE YOU WILL PLAY:
  • You will have the chance to provide administration support in areas of estate planning, trusts and wealth transfer as well as trust, estate and fiduciary litigation
  • You will organize and maintain client files 
  • You will be responsible for preparation of correspondence and signature originals of legal
    documents such as trusts and will, the notarization of documents, and daily communication with clients
  • You will utilize legal knowledge and administrative skills to assist attorneys with handling legal matters

 

BACKGROUND PROFILE:
  • Proficiency in Microsoft Office software and Adobe Acrobat
  • 8+ years of experience as a legal secretary in trust & estate
  • Working knowledge of iManage and MacPac
  • Bachelor’ s degree preferred

 

ABOUT ABA SEARCH:

At ABA Search, we value professionalism, honesty, and hard work. We’ re positive, innovative thinkers, and we use creativity to turn challenges into opportunities. We love to learn, and we continuously seek new ways to deepen our expertise. We’ re energized by the legal industry, passionate about staffing, and committed to the success of our clients and candidates. That' s what makes us “ the name to know in recruitment.”

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