Trust and Estates Administrative Assistant at Briefly in Menlo Park, California

Posted in Other about 2 hours ago.

Type: full-time





Job Description:

Expected Responsibilities:
• Compose, edit, format and proofread letters, email, memos, and other documents using Microsoft Word, Excel, iManage, and Adobe Acrobat as necessary.
• Interact with, and show compassion to, clients who have suffered the loss of a loved one and/or are under a great deal of stress.
• Prepare and submit time entries, fees, and expenses for various attorneys.
• Review and process incoming mail. This requires a basic understanding of the filing system and ability to track which attorney/paralegal is working on the matter.
• Prepare and submit time entries, fees, and expenses for various attorneys.
• Provide backup secretarial assistance to partners, associates and other legal and administrative staff as assigned.
• Provide support to the Administrative Helpdesk system; completing admin requests submitted by various staff and attorneys.
• Photocopying, scanning, and saving of documents to cloud-based file management system.
• Coordinate with clients, external counsel, and other vendors to obtain and exchange information and documentation related to legal matters.
• Schedule meetings, basic calendar management, processing expense reimbursements etc.
• Other administrative tasks as assigned.

Essential Capabilities
• Proficient with Adobe and Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Strong professional communication and interpersonal skills in dealing with all levels of the firm (attorneys, secretaries, administration, and other members of staff).
• Notary public or willing to become one.
• The ability to understand and follow oral and written directions.
• Must be able to work independently and prioritize work.

Education & Experience
• Associate Degree from an accredited college or university.
• Experience with iManage.
• 2-3 years of working in a legal office environment.
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