Estate Planning Assistant
Not Disclosed•Full-TimeOn-site
location_onFirst Drive West, San Francisco, California, 94129, United States
About the Firm
Our client is a well-established, client-focused boutique law firm dedicated to helping individuals and families plan for the future with clarity and confidence. Concentrating its practice on estate planning, trust administration, and related private client matters, the firm delivers thoughtful, personalized legal solutions tailored to each client's unique goals.
The firm is known for its collaborative environment, attention to detail, and commitment to providing an exceptional client experience at every stage of the estate planning process.
Work location
Work model: On-site
First Drive West, San Francisco, California, 94129, United States
San Francisco, California
Key Responsibilities
- check_circleMaintain accurate files and records for private client matters
- check_circleManage multiple tasks and deadlines within a professional law firm environment
- check_circlePrepare, format, and proofread legal documents such as wills, trusts, and powers of attorney
- check_circleCoordinate client communications and schedule meetings for estate planning matters
- check_circleHandle sensitive client information with high levels of discretion and professionalism
Requirements
- verifiedPrior experience in a law firm or professional services environment
- verifiedExperience preparing, formatting, and proofreading legal documents
- verifiedProficiency with Microsoft Office and legal practice management or document management systems
Nice to Have
Experience supporting estate planning, trusts and estates, or private client matters.
Similar Job Opportunities
Frequently asked questions about Estate Planning Assistant at Hidden Creek Country Club
What does a Estate Planning Assistant at Hidden Creek Country Club do?expand_more
A Estate Planning Assistant at Hidden Creek Country Club is responsible for the following: Maintain accurate files and records for private client matters; Manage multiple tasks and deadlines within a professional law firm environment; Prepare, format, and proofread legal documents such as wills, trusts, and powers of attorney; and Coordinate client communications and schedule meetings for estate planning matters.
What are the requirements for this Estate Planning Assistant role?expand_more
Hidden Creek Country Club is looking for candidates who meet the following requirements: Prior experience in a law firm or professional services environment; Experience preparing, formatting, and proofreading legal documents; and Proficiency with Microsoft Office and legal practice management or document management systems.
Where is the Estate Planning Assistant role at Hidden Creek Country Club located?expand_more
Estate Planning Assistant at Hidden Creek Country Club is based in First Drive West, San Francisco, California, 94129, United States. This is a on-site role.
Is this Estate Planning Assistant job remote, hybrid, or on-site?expand_more
Hidden Creek Country Club has listed this Estate Planning Assistant role as on-site.
How much experience is required for this Estate Planning Assistant role?expand_more
Candidates for Estate Planning Assistant at Hidden Creek Country Club should have mid level.
What skills do you need for the Estate Planning Assistant role at Hidden Creek Country Club?expand_more
Key skills for Estate Planning Assistant at Hidden Creek Country Club include Microsoft Office; Estate Planning; Trust Administration; Legal Practice Management; and Document Management Systems.
What category does the Estate Planning Assistant role belong to?expand_more
Estate Planning Assistant at Hidden Creek Country Club is part of the legal job category on Recrutus.