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Job Description
Trusts and Estates Legal Secretary
Legal Excellence. Business Sense.
One of our proudest accomplishments as a law firm is the work environment we have created. The values we apply to our workday, and the fun we have together!
At Boutin Jones, our people are our greatest asset. Our dedicated, hard-working attorneys and professionals work as a team in a collaborative environment. We place a high value on legal excellence and service to our clients. Here, you will find that you can truly “be you” and find the perfect balance of professional growth opportunities, challenging work, good friends, and fun.
Our law firm stands out not just because of our progressive benefits package, engaging work, and smart business decisions, but because of the people who make up this firm. The way we mix hard work with enjoyment isn’t overly complicated. It is a genuine expression of how much we enjoy working together. Yet even while we love taking over the homerun terrace for a River Cats game and going on our annual family hike, it is as rewarding knowing our benefits package is the equal of nearly all regional law firms. Some of the best things about working at Boutin Jones are the creative ways we have fun together—but we don’t make them a substitute for professional fulfillment. We think one without the other sounds just a bit too much like other law firms.
The Opportunity
Boutin Jones Inc. is seeking a friendly, responsive, honest, and experienced Estate Planning Secretary. This role is an integral part of our team providing direct support for attorneys. The ideal candidate will have 5+ years of experience as a legal secretary with a minimum of three years working as an estate planning secretary or paralegal. Experience in estate planning, trust, and probate administration is preferred. Bring your team spirit, and willingness to take the initiative and jump in to assist wherever needed.
Our Compensation package shows how much we value our team!
Schedule
Monday – Friday 8:00 am to 5:00 pm or 8:30 am to 5:30 pm.
This position is 100 % in office.
General Responsibilities
Salary
Legal Excellence. Business Sense.
One of our proudest accomplishments as a law firm is the work environment we have created. The values we apply to our workday, and the fun we have together!
At Boutin Jones, our people are our greatest asset. Our dedicated, hard-working attorneys and professionals work as a team in a collaborative environment. We place a high value on legal excellence and service to our clients. Here, you will find that you can truly “be you” and find the perfect balance of professional growth opportunities, challenging work, good friends, and fun.
Our law firm stands out not just because of our progressive benefits package, engaging work, and smart business decisions, but because of the people who make up this firm. The way we mix hard work with enjoyment isn’t overly complicated. It is a genuine expression of how much we enjoy working together. Yet even while we love taking over the homerun terrace for a River Cats game and going on our annual family hike, it is as rewarding knowing our benefits package is the equal of nearly all regional law firms. Some of the best things about working at Boutin Jones are the creative ways we have fun together—but we don’t make them a substitute for professional fulfillment. We think one without the other sounds just a bit too much like other law firms.
The Opportunity
Boutin Jones Inc. is seeking a friendly, responsive, honest, and experienced Estate Planning Secretary. This role is an integral part of our team providing direct support for attorneys. The ideal candidate will have 5+ years of experience as a legal secretary with a minimum of three years working as an estate planning secretary or paralegal. Experience in estate planning, trust, and probate administration is preferred. Bring your team spirit, and willingness to take the initiative and jump in to assist wherever needed.
Our Compensation package shows how much we value our team!
- $30.00 - $38.00 per hour depending on experience
- Yearly Bonuses
- Medical – 95-100% Employer Contribution for Employee Premium
- Dental, and Vision Insurance
- Long-Term Disability Insurance - 100% Employer Paid
- Long-Term Care – 100% Employer Paid
- Generous vacation, sick leave, and holidays policies
- Yearly Cost of Living Adjustments
- Robust Retirement Plan including 401k match and profit sharing
- Employee Parking or Bus Pass
Schedule
Monday – Friday 8:00 am to 5:00 pm or 8:30 am to 5:30 pm.
This position is 100 % in office.
General Responsibilities
- Perform daily administrative and clerical duties
- Process and distribute mail
- Manage attorney phone calls
- Initiate and draft routine correspondence and documents for approval by attorneys
- Schedule appointments and events
- Receive and greet clients
- Maintain electronic calendar for attorneys and self
- Manage new client onboarding
- Prepare firm engagement letters
- Create and maintain files, keep records, and prepare reports as requested
- Performs other duties as required especially coverage across additional attorneys if needed
- Familiar with California Courts, Secretary of State, and County Recorder filing/recording procedures and requirements
- Familiarity with Judicial Council forms for probate proceedings.
- Familiarity with estate planning and trust administration documents
- Proficient in Microsoft Office Suite
- Exceptional attention to spelling, grammar, and punctuation
- Highly organized and detailed-oriented
- Experience working with document management systems
- Experience working with document comparison software, PDF software, and scanning/OCR software
- $30 - $38/hour
