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Legal Secretary

Barnes, Pailhe & King Legal Search

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.

Vacancy posted 2 days ago
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