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We are looking for a dependable Legal Assistant to support a trusts and estates practice in Burlingame, California. This position plays an important role in keeping client files, correspondence, and administrative workflows organized for a group of paralegals. The right candidate is comfortable handling recurring processes, communicating clearly, and maintaining a high level of accuracy in a structured office environment.
Job Responsibility
Manage daily incoming and outgoing mail by sorting materials, preparing correspondence, and ensuring timely distribution to the appropriate team members
Create, update, and maintain organized paper and digital client files, including document intake, scanning, indexing, and ongoing records upkeep
Prepare documents for signature by reviewing formatting, completeness, and supporting materials before circulation
Draft transmittal letters and other client-facing correspondence to send completed documents and related information
Monitor certified mail activity, including receipt tracking and confirmation of delivery for important legal communications
Support legal and administrative filings by coordinating check requests, lodging wills, recording deeds, and preparing proofs of service
Assemble exhibits and backup documentation for petitions, tax filings, and other matters handled by the trusts and estates team
Assist with post-recording follow-up by attaching confirmations, updating files, and sending final transmittal materials as needed
Requirements
At least 1 year of experience in a law firm or other office setting
Demonstrated ability to work independently, manage recurring responsibilities, and stay organized with limited supervision
Strong attention to detail with experience handling filing systems, document organization, and file maintenance
Proficiency with Microsoft Office applications, including Word, Outlook, and Excel
Comfortable using scanning tools and electronic document management systems
Effective written and verbal communication skills with the ability to follow established procedures accurately
Ability to prioritize multiple tasks, support several team members, and meet daily deadlines in an office-based environment