Trust & Estates/Corporate Assistant - Westlake Village, CA
2 days ago
Westlake Village
Job DescriptionLHH is working with a respected law firm to identify a skilled Trust & Estates / Corporate Legal Secretary to provide comprehensive administrative and legal support to attorneys in both the Trusts & Estates and Corporate practice groups. This role is ideal for a detail-oriented legal professional who enjoys supporting transactional practices and managing multiple priorities in a professional office environment. The Trust & Estates / Corporate Legal Secretary provides high-level administrative and legal support to attorneys by assisting with document preparation, client communications, calendaring, and matter management across trust & estate planning and corporate matters. Essential Job Duties: • Support trust & estates, corporate, and general transactional matters, including drafting, proofreading, and finalizing legal documents, correspondence, engagement letters, and governance materials, • Assist with the preparation, organization, and meticulous proofreading of estate planning documents, including wills, trusts, powers of attorney, health care directives, and related instruments, • Support preparation of corporate documents such as agreements, bylaws, and capitalization tables, • Draft document shells and locate sample documents within the firm's document management system, • Troubleshoot and correct formatting issues in legal documents, • Maintain client files in both electronic and hard-copy formats and prepare new matter documentation, • Open new matters for assigned attorneys, including preparation of file opening forms, • Manage attorney calendars, deadlines, and meeting scheduling (virtual and in-person), • Track and manage attorney CLE records, • Prepare and submit expense reports; track and revise attorney time entries; assist with invoicing coordination, • Manage correspondence with clients and outside counsel, • Notify attorneys of incoming mail and packages, • Coordinate workflow and prioritize assignments to ensure deadlines are consistently met, • Arrange attorney travel and reservations as needed, • Reserve conference rooms, arrange equipment, and coordinate catering for meetingsQualifications & Requirements:, • Minimum 3+ years of law firm experience as a legal secretary or paralegal; trust & estates experience strongly preferred, • Bachelor's degree preferred, • Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and NetDocuments, • Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities, • Strong interpersonal skills with the ability to build effective working relationships with attorneys, staff, and clients, • Excellent written and verbal communication skills, • High level of professionalism and discretion; ability to maintain confidentiality at all times, • Strong judgment and common-sense problem-solving abilities, • Ability to handle routine responsibilities while navigating sensitive or complex assignments, • Flexibility to work overtime as needed, • Consistent punctuality and dependable attendance, • Notary Public status strongly preferredLocation: Westlake Village, CA - 100% onsite Pay: This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $60,000 to $80,000 annual salary and benefits may include medical, dental, vision, and 401k plans. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Pay Details: $60,000.00 to $80,000.00 per year Search managed by: Antonia Spadoni Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.