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Legal Secretary
Burlingame, CAMarch 31st, 2026
Legal Secretary Trusts & Estates Firm (San Francisco, CA)
My client, a smallTrusts and Estates firm in San Francisco , is seeking aLegal Secretaryto join their team. The firm offers a collaborative, supportive work environment.
Position:Legal Secretary
Location:San Francisco, CA
Schedule:Four days per week in-office, with the possibility of five days
Key Responsibilities:
Review and format legal documents, ensuring accuracy and consistency
Prepare materials for mailings and client communications
Assist with general office tasks and document management
Support attorneys in Trusts and Estates matters
Required Skills:
Strong proficiency inWord, Excel, and Microsoft Office
Detail-oriented with excellent organizational skills
Ability to manage multiple tasks and meet deadlines
Preferred/Additional Skills:
Experience withClio
Familiarity withdeed recordingsandestate planning documents
Notary publicstatus is a plus
Qualifications:
Previous experience as a legal secretary or in a law office preferred
Professional, reliable, and collaborative attitude
Able to work in-officefour days a week , flexible for a fifth day if needed
This is a great opportunity to join my clients small, family-run law firm with a focus on Trusts and Estates.