Legal Assistant (Trust & Estate Planning)- 3655218

Job Title: Legal Assistant (Trust & Estate Planning)

Location: Del Mar, CA 92014

Salary/Payrate: $85K (some flex), bonus and AWESOME benefits!!!

Work Environment: 5 Days Onsite

Term: Permanent / Fulltime

Bachelor’s degree required: No

Referral Fee: $1,000 – should your referral start with our client

JOB DESCRIPTION

Our client is seeking an experienced Legal Assistant to join our
San Diego office and support the Managing Partner and another
attorney in our Trust & Estate Planning practice.

This is a full-time, on-site position for a polished, proactive
professional with 3+ years of legal assistant experience, strong
judgment, and prior experience providing executive administrative
support in a client-facing environment. The role supports
sophisticated, high-net-worth clients and requires someone who
can work independently, manage competing priorities, and maintain
a high level of professionalism and discretion.

Key Responsibilities

* Provide legal administrative support to the Managing Partner,
attorneys and paralegal in the Trust & Estate Planning practice
* Prepare, proofread, revise, and finalize correspondence, estate
planning documents, and related materials
* Coordinate client meetings, document signings, calendars, and
follow-up items
* Communicate professionally with clients, including
high-net-worth individuals and families
* Manage the Managing Partner’s calendar, travel arrangements,
expense reports, and general executive support needs
* Draft emails and other correspondence for attorney review
* Assist with billing follow-up internally and with clients
* Maintain matter files, client records, and related firm systems
* Answer and route office phones as needed
* Handle sensitive and confidential information with discretion

Required Qualifications

* 3+ years of legal assistant experience in a law firm or
professional services environment
* Prior executive support experience supporting a partner,
managing partner, senior attorney, or executive
* Available to work in office M-F from 8:30am to 5:30pm PT, and
support occassional after-hour events
* Strong client service skills and experience in a client-facing
role
* Excellent organization, communication, and proofreading skills
* Ability to work autonomously, exercise sound judgment, and
manage multiple priorities
* Proficiency with Microsoft Office and legal
document/calendaring systems