Legal Assistant

O’Donnell & Associates, an Estate and Trust Planning firm serving the San Francisco Bay area, is seeking a Legal Assistant to work with attorneys, trustees and beneficiaries on all aspects of estate and trust administration. This position offers part-time or full-time working hours.

The work environment is collaborative and team oriented. For more information on the firm, visit https://estateandtrustplanning.com

• Assist with preparation of estate planning, estate administration,and special needs planning documents
• Assist in preparation of petitions and exhibits for court filings
• Maintain communication with clients, trustees and others involved in the case
• Effectively work with attorneys and support staff
• Meet with clients and conduct trust administration and probate intake meetings and client signing appointments
• Administrative duties including maintaining client files, managing calendar events and using legal software
• Provide occasional phone support
• Additional duties as assigned

• High School diploma is required
• 2+ years of administrative experience; law office experience is preferred
• Experience working in estates, trust and probate administration is a plus
• Proficient in the use of the Microsoft Office Suite and possess skills and comfort using new technology including legal software; experience with Smokeball is a plus
• Strong written and verbal communication, interpersonal and organizational skills
• Team player with the ability to work well with others as well as independently
• Excellent typing, spelling and grammatical skills with high degree of attention to detail
• Strong reading, writing and mathematical skills
• Ability to prioritize deadlines and manage multiple tasks
• Ability to maintain confidential and sensitive client information
• Experience with eFiling
• Possession of valid California driver’s license and current auto insurance
• Ability to drive to job related locations as needed