Legal Trust/Estate Administrative Clerk

Job Description

Job Description

Professional law firm in Downtown San Diego seeking a Trust/Estate Planning Legal Assistant.

Key Responsibilities
• Client communication
oAnswer phones/emails, provide status updates, and coordinate signatures and notarizations.
• Document preparation and filing
oAssemble execution copies, oversee signing ceremonies, manage witnessing/notarization, and prepare closing binders and electronic copies.
• Records and file management
oOpen/close and maintain physical and electronic files, apply naming conventions, and ensure version control.
oManage document management systems; scan, index, and retrieve records; maintain document templates.
• Calendaring and workflow
oManage attorney calendars, ticklers, and task lists; coordinate meetings with clients, fiduciaries, advisors, and courts.
oPrepare meeting agendas, exhibits, and follow up notes; track action items to completion.
• Billing and administrative support
oHandle mail, copying, supplies, vendor coordination, and office logistics as needed.
• Compliance and confidentiality
oMaintain client confidentiality and comply with firm policies and applicable rules.
Qualifications
• 1–3+ years of experience in a law firm or legal department; trusts & estates or probate experience preferred.
• Strong drafting, proofreading, and formatting skills (grammar, citations, numbering, TOCs).
• Proficiency with Microsoft 365 (Word, Excel, Outlook), PDFs/e sign tools, and document management systems; experience with court e filing platforms.
• Excellent organization, attention to detail, and deadline management; able to juggle multiple matters.
• Clear, professional communication with clients and third parties (banks, courts, financial advisors).
• Discretion and professionalism handling sensitive information.
• Preferred: Notary commission
Key Competencies
• Detail accuracy and quality control
• Client service mindset with empathy and tact
• Initiative and follow through
• Process discipline and reliability
• Team collaboration and accountability

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
- transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#1041

Company Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.