Legal Secretary (trust and estates) Job at Fawkes IDM, San Francisco, CA

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  • Fawkes IDM
  • San Francisco, CA

Job Description

Responsibilities:

  • Draft correspondence with regard to clients and various regulatory agencies as well as

  • preparation of executed documents with minimum supervision and instruction.

  • Perform broad range of clerical duties which require knowledge of procedures and

  • specialized terminology.

  • Maintain attorney calendar and travel arrangements

  • Use discretion and good judgment when contacting clients.

  • Process incoming mail, enter attorney time on system, and prepare expense reports.

  • Organize and coordinate meetings and conferences.

  • Assume responsibility for special projects, including paralegal tasks.

  • Provide administrative and overflow support.

Requirements

  • 4+ years of corporate/litigation/real estate/ family wealth planning experience in a law firm.

  • High School diploma or equivalent required.

  • Proficient in Microsoft Office Suite, efiling and DOCUSIGN.

  • Familiarity with attorney-client relationships & estate planning and execution process.

  • Familiarity with recorder, assessor, and probate court.

  • Notary or willingness to become a notary

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