Job Description
Partner with a Sophisticated Practice Serving High-Net-Worth Estates and Trusts This Jobot Job is hosted by: Amanda Cohen
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $85,000 - $90,000 per year
A bit about us: Our Trusts & Estates practice advises high-net-worth individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies. The team combines deep expertise with a collaborative, client-focused approach, delivering tailored solutions that preserve and protect multigenerational wealth.
Why join us? Join a collaborative, high-net-worth trusts and estates practice where your expertise is valued and your contributions directly support a sophisticated client base. You’ll assist multiple attorneys in managing complex estate planning, trust administration, and wealth transfer matters.
We offer a flexible schedule, excellent work-life balance, and a competitive compensation package, including:
Robust 401(k) match and retirement benefits
Competitive salary and bonus opportunities
100% paid health and dental coverage
If you excel in a detail-oriented, team-focused environment and are eager to advance your career supporting high-net-worth clients, this is the ideal opportunity.
Job Details Here’s a rewritten version of your job description that keeps all the key duties and qualifications but presents them in a fresh, professional way with a slightly more “high-net-worth / sophisticated practice” tone:
Key Responsibilities:
Coordinate and manage attorneys’ schedules, including estate plan signings, client consultations, and probate or trust deadlines.
Establish and maintain both electronic and physical files, ensuring documents are organized and easily retrievable.
Draft, format, and proofread correspondence, legal forms, and documents with precision and attention to detail.
Prepare estate planning documents for execution and serve as a signing witness when required.
Scan, bind, and securely transmit executed estate planning documents to clients.
Prepare and submit expense reports, and support billing processes, including responding to client billing inquiries.
Manage incoming and outgoing mail efficiently.
Provide backup support for other administrative team members as needed.
Occasionally assist at the reception desk during short-term coverage.
Qualifications:
Minimum of five (5) years’ experience as a legal assistant in estate planning, probate, or trust administration within a law firm setting.
Exceptional written and verbal communication skills, with strong attention to detail.
Proficiency in Microsoft Office (Word, Outlook, Excel), document management systems such as NetDocs, and PDF software.
Highly organized with the ability to prioritize and manage multiple deadlines in a fast-paced environment.
Professional and courteous in client-facing interactions with families, advisors, and colleagues.
Discreet, maintaining strict confidentiality when handling sensitive information.
Eagerness to learn, adapt, and take on new responsibilities as workflows evolve.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Job Tags
Temporary work, Work at office, Local area, Flexible hours