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Robert Half Logo Robert Half · Legal

Legal Secretary

United States, San Francisco · Job Posted June 29, 2026
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Job Description

We are looking for a detail-oriented Legal Secretary to support attorneys serving private clients in trust, estate, and charitable planning matters in San Francisco, California. This hybrid position combines administrative coordination, document production, client communication, and billing support while working closely with legal and accounting teams. The ideal candidate is organized, discreet, and comfortable managing multiple priorities in a law firm environment.

Job Responsibility

  • Prepare, revise, and format legal correspondence, reports, and client-facing documents with a high degree of accuracy and professionalism
  • Review materials for grammar, consistency, and completeness, and route finalized documents to the appropriate attorneys, clients, or internal teams
  • Oversee attorney schedules by arranging meetings, calls, travel, and other time-sensitive commitments
  • Maintain orderly electronic and physical files, ensuring records are easy to retrieve and updated in document management systems
  • Coordinate meeting logistics, including reserving conference space, organizing materials, and supporting internal and external attendees
  • Serve as a point of contact for clients and colleagues by gathering information, relaying updates, and responding to routine requests promptly
  • Enter attorney time records, assist with expense submissions, and help keep administrative documentation current
  • Support the billing cycle by preparing invoice drafts, making revisions, and collaborating with attorneys and accounting staff to finalize client bills
  • Assist with opening new matters by helping with conflict checks, engagement paperwork, and related intake documentation
  • Handle general administrative tasks such as scanning, copying, and other office support duties while protecting confidential client and firm information

Requirements

  • At least 2 years of experience in a legal secretary, legal administrative, or comparable law firm support role
  • Background supporting trust, estate, tax, or private client legal practices is strongly preferred
  • Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint
  • Experience working with document management platforms and electronic filing processes
  • Strong writing, proofreading, and verbal communication skills with careful attention to detail
  • Ability to manage competing deadlines, stay organized, and work effectively in a fast-paced setting
  • Sound judgment, discretion, and the ability to collaborate well with attorneys, staff, and clients
  • California Notary Public commission and a bachelor's degree are valued but not required

Nice to have

  • California Notary Public commission
  • Bachelor's degree

What we offer

  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
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