Browse
···
Log in / Register

Legal Practice Assistant - Family Wealth

Negotiable Salary

Fawkes IDM

San Francisco, CA, USA

Favourites
Share

Description

Responsibilities: Assist Family Wealth Planning members with the organization and maintenance of documents for estate planning, tax, probate and trust administration work. Maintain case files. Create and index client binders and internal files. Locate specific documents and prepare documents and files for storage and return to clients. Input/retrieve data on the system. Copy, scan and fax documents. Ensure all necessary documents are timely and properly completed, executed, received, delivered and distributed. Update Personal and Family Information (“PFI”) sheets. Prepare and submit check requests to Accounting Department. Create e-binders for clients and for internal files. Conduct legal research. Serve as the primary point of contact between the attorneys and clients. Screen and prioritize incoming communication, emails, and phone calls. Coordinate and manage attorney schedules, travel arrangements, and activities, including all logistics and calendar management and preparation for appointments and necessary follow ups. Organize and coordinate meetings and conferences. Prepare meeting materials, agendas and setting up conference room and zoom meetings. Compose and draft documents; perform editing and fact checking; analyze and review material and extract pertinent information. Create, maintain, modify, and/or ensure accuracy of content. Process and distribute documents effectively. Prepare presentations, summaries, and other deliverables for clients and potential clients. Respond independently to general inquiries when appropriate, and make swift and accurate judgments in forwarding or responding to inquiries and requests. Process incoming mail, enter attorney time on system, and prepare expense reports. Assume responsibility for marketing and other special projects. Provide administrative and overflow support. Requirements 3+ years of relevant experience High School diploma or equivalent required. College degree preferred. Prior law office experience required

Source:  workable View original post

Location
San Francisco, CA, USA
Show map

workable

You may also like

Craigslist
Seeking Immigration Professionals with Spanish Proficiency (new york city: manhattan)
Candidates must be able to read, write, and speak Spanish with a high degree of accuracy and understanding. A Spanish language proficiency test would be required before performing the work needed. Location: New York, NY (In-person assignments within a two-hour radius of USCIS field offices) Hours/Schedule: Each attorney or interpreter will be required to attend interviews in person, with approximately 5 hours per assignment: Concurrent employment permitted Training:Attorneys: 1 week (40 hours) Interpreters: 2 weeks (80 hours) Pay:Attorneys: $60+/hour, depending on experience Translators: $40-50/hour, depending on experience Requirements: InterpretersFluent in English and Spanish 6+ months of professional interpreting experience (legal background not required) Proficiency in note-taking techniques AttorneysFluent in English and Spanish J.D. degree from an ABA-accredited law school; active bar membership in good standing Strong client-facing skills, with the ability to guide clients through challenging experiences Immigration law or mock trial experience preferred, but not required Interested candidates are encouraged to apply with an updated resume in Wordformat. Please ensure your resume includes all relevant experience, licensure (if applicable), and location (city, state, and zip code). Resumes that do not reflect this information may not be considered. We look forward to working with you! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)
224 Central Prk W, New York, NY 10024, USA
$40-80/day
Workable
Assistant to the Managing Attorney - Belton, TX
Lone Star Legal Aid (LSLA) seeks one Assistant to the Managing Attorney (BTN JP# 013-2025) for its Belton Branch Office. LSLA is a 501 (c) (3) non-profit law firm and its mission is to protect and advance the civil rights of low-income Texans by providing advocacy, legal representation, and community education that ensure equal access to justice. Summary of Responsibilities and Duties: The AMA candidate carries out general office and secretarial duties in the assigned unit. The AMA answers the telephone, takes accurate messages and/or routes callers to voice mail; prepares and types legal documents, reports, and attorney and office correspondence; schedules appointments and sets up hearings; develops and maintains an accurate systematic filing system; photocopies documents; posts and distributes mail and fax transmissions; greets visitors, clients, and applicants; and monitors unit or office reception area. Other Duties (As required by Unit or Branch Office) The AMA conducts preliminary client eligibility screening; maintains unit petty cash; maintains cost of court receipt book; orders unit supplies; transcribes documents from dictation or audio tape; if bilingual, interprets legal documents and correspondence; serves as a Notary Public; maintains office library; and is responsible for performing secretarial duties as assigned. Requirements Minimum Education: High school diploma or equivalent. Minimum Skills and Experience: This position requires a typing speed of at least 60 words per minute; strong client service orientation; and ability to work under pressure. Bilingual preferred. Location: Belton Branch Office. The successful applicant must have reliable transportation to travel throughout the counties served by this office. Benefits Medical Benefits Paid Leave Lone Star Legal Aid is an Equal Employment Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, national or ethnic origin, age, disability or veteran status.
Belton, TX, USA
Negotiable Salary
Craigslist
✍🚨Bilingual Personal Injury Case Manager🚨✍ (Las Vegas, NV)
ALL APPLICANTIONS ARE CONFIDENTIAL Must be bilingual (Spanish) See all TorkLaw Open Positions Here Are you one of those special people who can take direction from others and successfully lead a small team to achieve the goal? Can you move from talking to busy attorneys to dealing with contentious insurance adjusters, to calming an emotionally distraught client, and directing a small team on multiple cases, all without breaking a sweat? Do you have excellent communication AND organizational skills? Do you want to be of service to people who really need help? TorkLaw is a fast growing, award winning personal Injury law firm looking for a motivated, self-starter for our Irvine office to take the role of Case Manager. Our Case Managers are responsible for handling the pre-litigation phase of our personal injury cases from inception to settlement. They establish caring relationships with clients, and collaborative partnerships with our staff attorneys and support team. They have extensive contact with insurance adjusters, medical providers, and other parties involved in our legal cases. This is a position for someone who is looking for a long term commitment with opportunities to grow. At TorkLaw, our approach to our clients is one of service, compassion, and respect. Our objective is to do everything we reasonably can to help these victims of personal injury or loss our clients recover physically, financially, and emotionally. ** IMPORTANT: TO APPLY ** You will be evaluated and vetted based on your ability to follow instructions. Do not apply through this posting, or the contact information on our website. TO APPLY: Call us at 949.424.2335 and follow the instructions given. A resume is required to apply. About TorkLaw: TorkLaw is an incredibly fast-moving, innovative law firm that is all about delivering the absolute best client experience and unmatchable legal representation to each and every one of our clients while having an impact on our communities. We’re all about working hard and staying humble. In the spirit of humblebragging, here are some of our awards and accolades: Top 10 % of Inc. 5000 list of America’s fastest growing companies Best Law Firm US World News & Report - 5 consecutive years Featured in CNN, Forbes, The Wall Street Journal, Daily Journal, The Advocate If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great. Late nights and weekends do happen - that’s what coffee is for. We’re not crazy; we just believe in what we do. If you'd like to be part of a nationally recognized, collaborative and downright badass team, then we can’t wait to hear from you. The anticipated pay range for candidates who will work in this position is $50,000.00 - $70,000.00 per year. The offered pay to a successful candidate will be dependent on several factors that may include but are not limited to years of experience within the job, years of experience within the required industry, education, etc. TorkLaw is a multi-state employer, and this salary range may not reflect positions that work only in other states.
1909 Walnut Ave, Las Vegas, NV 89101, USA
$50,000-70,000/year
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.