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Estate Planning Assistant

Jobot

San Francisco, CA

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JOB DETAILS
SALARY
$75,000–$100,000 Per Year
LOCATION
San Francisco, CA
POSTED
Today
Legal Receptionist Opening with a Solid Boutique Law firm

This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $75,000 - $100,000 per year

A bit about us:

Our client is a well-established, client-focused law firm dedicated to helping individuals and families plan for the future with clarity and confidence. This company concentrates its practice on estate planning, trust administration, and related private client matters, delivering thoughtful, personalized legal solutions tailored to each client’s unique goals. The firm is known for its collaborative environment, attention to detail, and commitment to providing an exceptional client experience at every stage of the estate planning process.

Why join us?

Our client is a well-established, client-focused law firm dedicated to helping individuals and families plan for the future with clarity and confidence. This company concentrates its practice on estate planning, trust administration, and related private client matters, delivering thoughtful, personalized legal solutions tailored to each client’s unique goals. The firm is known for its collaborative environment, attention to detail, and commitment to providing an exceptional client experience at every stage of the estate planning process.

Job Details

Requirements:

  • Prior experience in a law firm or professional services environment, preferably supporting estate planning, trusts and estates, or private client matters
  • Strong organizational skills with the ability to manage multiple tasks and deadlines simultaneously
  • Experience preparing, formatting, and proofreading legal documents such as wills, trusts, powers of attorney, and related correspondence
  • Comfortable coordinating client communications, scheduling meetings, and maintaining accurate files and records
  • Proficiency with Microsoft Office and legal practice management or document management systems
  • High level of discretion and professionalism when handling sensitive client information
  • Excellent written and verbal communication skills
  • Detail-oriented mindset with a proactive, team-oriented approach


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com