Legal Assistant

Location: San Francisco,
Job Type: Permanent
Job Ref: 17620

Job Description

Our client is a professional office that manages the investments and philanthropic activities of a prominent Bay Area family. They are seeking a legal assistant in their San Francisco financial district location to oversee the administration of all legal documents including estates, trusts, wills and corporate legal entities. This is a new position due to company growth and a great opportunity for someone who has 3-5 years of hybrid legal secretary/paralegal experience. 

Primary Responsibilities:  

  • Maintains an organized system of electronic and paper file records
  • Collaborates with internal staff, external third parties and outside counsel regarding legal documents
  • Tracks and manages changes to legal documents, including trustee changes, amendments, legal entities etc.
  • Prepares legal filings and documents
  • Analyzes contracts and provides guidance regarding key components and legal requirements
  • Acts as primary notary
  • Assists in administering policies and procedures, forms, etc.
  • Assists in administrative tasks including filing, copying, faxing etc.
  • Provides administrative support and assistance to assigned team members as needed
  • Proactively identifies and addresses urgent situations and determines appropriate actions, monitors status of pending items, and provides updates/feedback
  • Ensures the confidentiality and control of client information


  • 3-5 years of legal assistant experience in a law firm or corporate legal department
  • Knowledge of trust and estate law and contract principles and best practices is preferred
  • Excellent legal writing skills
  • Proficient with Microsoft Office Suite
  • Strong organizational skills and the ability to work collaboratively
  • Notary certification required
  • Paralegal certificate helpful but not required

Up to $90K DOE. Some flexibility may be possible for the right experience.


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