Sacramento office is currently seeking a full-time (40 hours per week), experienced Estate Planning Secretary to join our Trust and Estates Practice Group. The successful candidate must be able to multi-task in a fast-paced and professional environment, enjoy working as part of a team, and demonstrate a commitment to quality client service. Under minimal supervision, the Estate Planning Secretary will be expected to carry out the following job duties and responsibilities:
• Welcome guests and clients by greeting them in person or on the telephone; answering or directing inquiries.
• Produce legal information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics, coordinating case preparation and assuring that high priority items are completed in a timely manner.
• Conserve attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents.
• Draft letters and documents; collect and analyze information; schedule couriers, court reporters, expert witnesses, and other special functions; coordinate preparation of charts, graphs, and other courtroom visuals; prepare expense reports.
• Maintain attorney calendar by planning and scheduling conferences, teleconferences, depositions, and travel; record and monitor court appearance dates, pleadings, and filing requirements; monitor evidence-gathering.
• Complete and submit conflict check forms, screening forms and new matter request forms.
• Represent attorney by communicating and obtaining information; following-up on delegated assignments; know when to refer matters to the attorney.
• Maintain client confidence by keeping client/attorney information confidential.
• Input time entry; review and edit bills.
• Additional duties as assigned including assisting other secretaries, as needed.
The ideal candidate will have the following capabilities:
• Excellent interpersonal skills
• Ability to empathize with clients and build a personal connection
• Strong analytical and problem solving skills
• Effective communication skills
• Superb drafting skills
• Attention to detail and high level of accuracy
• Strong organizational skills
• Stress and time management skills
• Flexibility in dealing with multiple projects and assignments
• Strong client focus
• Excellent at managing the very busy desk, interacting with clients, and proactively keeping work and assigned attorneys on schedule
Education and Experience:
• College degree preferred but not required.
• Minimum of five years of Trusts and Estate Planning experience including trust administration, probate administration and related real estate projects.
• Knowledge of State, Probate Court and tax filings requirements.
• Advanced operation and knowledge of Microsoft Office Suite (Outlook, Word, Excel and PowerPoint).
• Type 50 wpm.
• Solid drafting and proofreading skills.
• Self-motivated and able to work independently.
• Ability to multi-task and meet deadlines.
Qualified candidates should send their cover letter, resume and salary requirement.