Overview
Admin or Legal Assistant – Trust Administration & Probate Jobs in San Diego, CA at DenHerder & Associates
Job Overview
We are seeking a proactive and detail-oriented Admin or Legal Assistant specializing in Trust Administration and Probate to join our dynamic legal team. This vital role offers an exciting opportunity to support complex estate and trust matters, ensuring smooth legal processes and exceptional client service. As a key member of our firm, you will handle a variety of administrative and legal support tasks, contributing to efficient case management and compliance with procedural laws. Your energetic approach and meticulous organizational skills will help us deliver outstanding results for our clients while fostering a collaborative work environment. Banking, tax, lending experience will prove very helpful.
Responsibilities
- Assist with trust administration, estate planning, probate proceedings, and related legal processes, ensuring all steps adhere to applicable laws and regulations.
- Coordinate client interviews, gather necessary documentation, and communicate effectively with clients regarding case status or procedural requirements.
- Support attorneys and paralegals with project management tasks related to trust administration, probate proceedings and estate administration.
- Handle administrative duties including data entry, filing, document review, proofreading, transcription, scheduling appointments, and managing confidential information with integrity.
- Provide executive administrative support by managing calendars, preparing reports or presentations using Microsoft Office tools, and maintaining organized files for seamless workflow.
Requirements
- Experience with administration or probate cases; familiarity with estate planning is highly desirable.
- Proven experience dealing financial instruments, banking, taxes.
- Strong organizational skills.
- Proficiency in legal support software including PCLaw, iManage, Document Management Systems (DMS), Word processing applications, and data entry platforms.
- Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment.
- Exceptional written and verbal communication skills; ability to handle client interactions professionally and confidently.
- Demonstrated attention to detail in document review, proofreading, legal drafting, and handling confidential information securely.
- Ability to work independently while collaborating within a team; strong project management capabilities are a plus.
- Ability to learn on the job and do independent research
Join us in delivering exceptional legal support that makes a real difference! We value energetic professionals committed to accuracy and excellence in all aspects of trust administration and probate work—your expertise will help us serve our clients efficiently while fostering growth within our team.
Pay: $55,000.00 – $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Free parking
- Health insurance
- Health savings account
- Paid time off
Work Location: In person
Title: Admin or Legal Assistant – Trust Administration & Probate
Company: DenHerder & Associates
Location: San Diego, CA
Category:
