Legal Assistant (Trust & Estate Planning)- 3655218

Job Description

Job Description

Job Title: Legal Assistant (Trust & Estate Planning)

Location: Del Mar, CA 92014

Salary/Payrate: $85K (some flex), bonus and AWESOME benefits!!!

Work Environment: 5 Days Onsite

Term: Permanent / Fulltime

Bachelor’s degree required: No

Referral Fee: $1,000 - should your referral start with our client

 

JOB DESCRIPTION

 

Our client is seeking an experienced Legal Assistant to join our San Diego office and support the Managing Partner and another attorney in our Trust & Estate Planning practice.

This is a full-time, on-site position for a polished, proactive professional with 3+ years of legal assistant experience, strong judgment, and prior experience providing executive administrative support in a client-facing environment. The role supports sophisticated, high-net-worth clients and requires someone who can work independently, manage competing priorities, and maintain a high level of professionalism and discretion.

 

Key Responsibilities

• Provide legal administrative support to the Managing Partner, attorneys and paralegal in the Trust & Estate Planning practice
• Prepare, proofread, revise, and finalize correspondence, estate planning documents, and related materials
• Coordinate client meetings, document signings, calendars, and follow-up items
• Communicate professionally with clients, including high-net-worth individuals and families
• Manage the Managing Partner’s calendar, travel arrangements, expense reports, and general executive support needs
• Draft emails and other correspondence for attorney review
• Assist with billing follow-up internally and with clients
• Maintain matter files, client records, and related firm systems
• Answer and route office phones as needed
• Handle sensitive and confidential information with discretion

 

Required Qualifications

• 3+ years of legal assistant experience in a law firm or professional services environment
• Prior executive support experience supporting a partner, managing partner, senior attorney, or executive
• Available to work in office M-F from 8:30am to 5:30pm PT, and support occassional after-hour events
• Strong client service skills and experience in a client-facing role
• Excellent organization, communication, and proofreading skills
• Ability to work autonomously, exercise sound judgment, and manage multiple priorities
• Proficiency with Microsoft Office and legal document/calendaring systems