Estate Planning/Trust Administration Legal Assistant

PART-TIME REMOTE ESTATE PLANNING/TRUST ADMINISTRATION LEGAL ASSISTANT NEEDED (15 + hours/week)

Estate Planning/Trust Administration Legal Assistant needed to support a busy law practice in San Francisco. The focus of the firm is to develop and maintain long-term client partnerships through the creation of an exceptional client experience. Candidate must have at least 3 years of experience with all aspects of Estate Trust Administration including the following:

Experience and Hard Skills (MUST HAVE):

- 3+ years of experience working with Estate Planning and Trust Administration

- 3+ years of experience with E-filing

- 3+ years of experience working in Law-based CRM (preferably Clio)

- Solid background managing caseload

Soft Skills:

- Independent worker with a strong background with multitasking;

- Skilled and candid communicator with excellent attention to the details;

- Proactivity and reliability are your forté and you are proud of it;

- (You are) not afraid to ask questions in ANY and all gray areas;

- Ability to be flexible and work with shifting priorities.

Technology:

- PC required;

- Experienced user of Clio

- Experienced user of Dropbox

- Experience working in Gmail

Culture:

- You will be a fit for this role if you enjoy a culture built on trust, respect, diligence, and good judgment.

Growth:

- The hours have the potential to grow to 20-25 hours/week with the right candidate.

Job Type: Part-time

Salary: $25.00 - $27.00 per hour

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday
• Self-determined schedule
• Fully remote position

Education:

• Associate's Degree (Preferred)

Other Experience :

• Microsoft Office: 3 years (Required)
• Trust Administration: 3 years (Required)
• Estate Planning/Probate: 3 years (Required)
• G-Suite: 3 years (Preferred)
• Notary: Preferred

Work Location : Remote