Trusts & Estates Legal Secretary

The Trusts & Estates Legal Secretary must have at least three (3) years of recent Trusts & Estates experience. The Trusts & Estates Legal Secretary will prepare legal documents, filings, and / or general correspondence with accuracy and adhere to the JKZ formatting guidelines.

This position requires that the Trusts & Estates Legal Secretary be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up.

This is a very fast paced environment, and the Trusts & Estates Legal Secretary must be able to multitask and manage a voluminous caseload.

This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.

This position requires the Trusts & Estates Legal Secretary to be in office a minimum of 4 days a week.

JKZ tentatively plans to open a small office in San Diego around September, 2024. Until then, this position will be remote.

Once the office is open, the position requires the Trusts & Estates Legal Secretary to be in office a minimum of 4 days a week.

Travel will be required to San Francisco for onboarding training and certain other required meetings.

Direct Reports : n / a

Essential Duties and Responsibilities, including but not limited to :

• Filing Petitions and other documents with various courts
• Answering phones
• Scheduling client meetings
• Creating spreadsheets and presentations
• Running reports using the Firm's software
• Proofreading and document comparison
• Calendar management
• Booking and coordinating travel arrangements
• Expense reimbursement and reconciliation
• Additional projects as assigned

Requirements :

Education and Experience

• At least three (3) years recent experience working as a Legal Secretary, preferably in the Trusts & Estates practice area.
• California Notary Public (preferred, but not required).

Knowledge, Skills & Abilities

• Proficiency in Microsoft Office Suite, Outlook, Adobe, legal practice management and document management systems.
• Intermediate to advanced word processing skills.
• Proficiency in California Rules of Court and local rules.
• Solid command of English including excellent spelling, grammar, punctuation, form and style.
• Organized and detail oriented.
• Ability to communicate clearly and work well with a team and on your own.
• Positive attitude, intellectually curious, dependable and motivated.

In addition to a competitive compensation and bonus programs, JKZ also offers :

• Option for fully employer paid Medical Insurance
• Dental, Vision, additional life, AD&D and other employee paid insurances
• Fully paid Long Term Disability and Life Insurance
• Paid Continuing Education
• Paid Time Off
• Paid Volunteer Time Off
• 11 Paid Holidays
• 401(k) Plan

JKZ LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.