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Estate Planning Secretary
Experience
5 yrs required
Location
San Jose, CA, United States
Posted on
Nov 30, 2022
Profile
Estate Planning Secretary
The candidate will be maintaining attorney calendars, scheduling meetings, expense reports, check requests, and coordinating client file maintenance. Should have 5+ years of stable employment experience supporting multiple attorneys. Familiarity with utilizing a document management system such as NetDocs is ideal. Strong organizational skills and the ability to juggle multiple priorities in a fast-paced, team-oriented environment are imperative. Must have advanced knowledge of MS Word with the ability to create and edit correspondence, briefs, pleadings, trust administration, probate, and preparation of estate planning documents and other legal documents. Must be proficient at e-filing and know Federal and State court rules.
Company info
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