Senior Legal Secretary

D3 Search is seeking a Snr. Trust & Estates (T&E)/Private Client Legal Secretary on behalf of a prominent NY-based law practice with a long-standing office located in Los Angeles, CA (90067). Important Note: 5+ yrs. relevant experience/expertise (Trust & Estates/Private Wealth/Private Client) is REQUIRED. Employment Status: Full-time/direct-hire employment. Non-exempt role (OT eligible in accordance w/ CA laws). Employer Work Model: On behalf of our prestigious NY-based law practice, D3 is seeking a Snr. T&E/Private Client Legal Secretary to support a dynamic team of attorneys and paralegals in the management of their Trust & Estates/Private Client Practice Dept./Group in Los Angeles (90067) . This role requires a deep understanding of trust and estate planning and administration. Manage team calendars, deadlines and key deliverables. Serve as a point of contact for high-net-worth and high-profile clients. Prepare, format, proofread, and redline estate planning documents. Maintain organized digital and physical files and indexing. Transcribe dictation of correspondence and estate planning documents. Notarize client estate planning documents as needed. Assist with onboarding clients by ensuring conflict clearance and engagement letter execution. Assist with all administrative matters such as time entry and proforma editing, expense reimbursement, calendaring and travel arrangement. Minimum of 5+ years’ experience with Estate Planning and Administration documents. Must be a Notary Public or willing to attain certification. Proficiency in Microsoft Office Suite, Outlook, and iManage. Must be a quick and accurate typist, with the ability to transcribe dictation Well-presented with excellent written and verbal communication skills. Proven ability to work collaboratively across multiple departments. Strong organizational and time management skills. Detail-oriented with a commitment to high-quality work. Excellent analytical and problem-solving skills with the ability to pivot as workflow requires. Ability to work well under pressure in a fast-paced environment. Flexible, dependable, and maintains a positive, professional attitude. Demonstrated ability to maintain confidentiality and handle sensitive information with discretion. Starting annual salary is up to 110K~ DOE/DOQ. Employer offers a comprehensive & robust health benefits package, generous PTO, 401K, paid parking onsite, hybrid 3/2 work model, annual reviews & lucrative bonuses, etc. comprehensive & robust health benefits package generous PTO 401K paid parking onsite hybrid 3/2 work model annual reviews & lucrative bonuses, etc. D3 Legal Search, LLC (aka D3 Search) and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance. #J-18808-Ljbffr D3 Legal Search, LLC