Legal Secretary

Legal Secretary – Trusts & Estates Firm (San Francisco, CA)

My client, a small Trusts and Estates firm in San Francisco , is seeking a Legal Secretary to join their team. The firm offers a collaborative, supportive work environment.

Position: Legal Secretary

Location: San Francisco, CA

Schedule: Four days per week in-office, with the possibility of five days

Key Responsibilities:

• Review and format legal documents, ensuring accuracy and consistency
• Prepare materials for mailings and client communications
• Assist with general office tasks and document management
• Support attorneys in Trusts and Estates matters

Required Skills:

• Strong proficiency in Word, Excel, and Microsoft Office
• Detail-oriented with excellent organizational skills
• Ability to manage multiple tasks and meet deadlines

Preferred/Additional Skills:

• Experience with Clio
• Familiarity with deed recordings and estate planning documents
• Notary public status is a plus

Qualifications:

• Previous experience as a legal secretary or in a law office preferred
• Professional, reliable, and collaborative attitude
• Able to work in-office four days a week , flexible for a fifth day if needed

This is a great opportunity to join my client’s small, family-run law firm with a focus on Trusts and Estates.