Is there a job opening for a Legal Practice Assistant - Family Wealth in San Francisco, CA, USA?

Fawkes IDM is currently hiring a Legal Practice Assistant - Family Wealth in San Francisco, CA, USA. The ideal candidate has skills and work experience of 3 - 4 years of experience as Legal Practice Assistant - Family Wealth.

Does Fawkes IDM hire Legal Practice Assistant - Family Wealth?

Fawkes IDM looking to hire a qualified Legal Practice Assistant - Family Wealth in San Francisco, CA, USA. The candidate will have 3 - 4 years of experience as Legal Practice Assistant - Family Wealth.

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Legal Practice Assistant - Family Wealth

San Francisco, CA, USA

348 Days ago

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Job Description

Responsibilities:

Assist Family Wealth Planning members with the organization and maintenance of documents for estate planning, tax, probate and trust administration work.
Maintain case files.
Create and index client binders and internal files.
Locate specific documents and prepare documents and files for storage and return to clients.
Input/retrieve data on the system.
Copy, scan and fax documents.
Ensure all necessary documents are timely and properly completed, executed, received, delivered and distributed.
Update Personal and Family Information ("PFI") sheets.
Prepare and submit check requests to Accounting Department.
Create e-binders for clients and for internal files.
Conduct legal research.
Serve as the primary point of contact between the attorneys and clients. Screen and prioritize incoming communication, emails, and phone calls.
Coordinate and manage attorney schedules, travel arrangements, and activities, including all logistics and calendar management and preparation for appointments and necessary follow ups.
Organize and coordinate meetings and conferences. Prepare meeting materials, agendas and setting up conference room and zoom meetings.
Compose and draft documents; perform editing and fact checking; analyze and review material and extract pertinent information. Create, maintain, modify, and/or ensure accuracy of content. Process and distribute documents effectively.
Prepare presentations, summaries, and other deliverables for clients and potential clients.
Respond independently to general inquiries when appropriate, and make swift and accurate judgments in forwarding or responding to inquiries and requests.
Process incoming mail, enter attorney time on system, and prepare expense reports.
Assume responsibility for marketing and other special projects.
Provide administrative and overflow support.

Requirements

3+ years of relevant experience
High School diploma or equivalent required. College degree preferred.
Prior law office experience required

Key Skills Required

AccountingLogisticsCalendar ManagementCommunicationEstate PlanningExpense ReportsFact CheckingFollow UpsLegal ResearchMaintenanceManagementMarketingResearchTrust Administration

Job Overview

Job Function: Other

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Not Specified

Salary: Competitive & Based on Experience

Experience: 3 - 4 yrs

Contact Information

Company about us:

Fawkes IDM (Individual Development & Management) is a leading talent acquisition firm that specializes in finding and sourcing highly skilled IT professionals. We understand the challenges that companies face in a candidate-driven market and provide tailored solutions to help our clients find, qualify, and hire top talent.

Our team of experts...

Company Name: Fawkes IDM

Recruiting People: HR Department

Website: http://www.fawkesidm.com/

Headquarter: Philadelphia, Pennsylvania, USA 19019

Industry: Recruitment / Staffing

Company Size: 0-10 Employees

Location

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