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Robert Half Estate Planning Legal Assistant in San Diego, California

Description

Robert Half is partnering with a long-time client - a small law firm in San Diego - seeking a legal assistant to join their estate planning practice.

This is not a litigation environment, but rather, a transactional practice. Prior transactional law experience is strongly preferred.

The managing partner, a kind and down to earth lawyer, and his paralegal/office admin, who has been with the firm for over 30 years, are passionate about training.

Entry level legal assistants and tenured estate planning paralegals are welcome to apply!

Responsibilities of Role:

  • Drafting correspondence and letters to clients, financial advisors, other vendors

  • Filing and scanning paper documents in file cabinets

  • Occasionally electronically in probate court (only a few per year – can teach this).

  • Powers of attorneys, wills, trusts – we have templates for everything (but not a software. Inputting names, I provide instructions.

  • Scheduling appointments in Outlook

^ Pay is contingent upon experience - please do not apply if you have not worked in a law office before.

Details of Role:

Hours: Pat starts at 8:30-4:30, but they close at 2pm on Fridays!

Location: Rancho Bernardo, on site daily

Perks of Company:

  • Very family oriented, no grind!

  • Managing partner regularly gets lunch for the team

  • Relaxed dress code

  • The other paralegal has been with the firm from 1989. She is friendly and easy to work with and happy to train. “She is truly the boss… She is the reason so many clients come back!” - attorney

    Requirements

  • Experience in estate planning is great, but transactional law firm experience is fine

  • Someone happy to work in a small team (2 primary folks in office daily)

  • Eagerness to work closely with clients

Ready to apply? Email your resume directly to Melanie.Kent (at) roberthalf (dot com) with "San Diego Estate Planning Legal Assistant" as the subject line.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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