Estate & Trust Legal Practice Assistant

FBT Gibbons LLP; Newport Beach (CA); Hybrid; USD 48,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision coverage

401(k) retirement plan

Paid parental leave

Employee wellbeing programs

Job summary

FBT Gibbons LLP is seeking a Legal Practice Assistant to support attorneys with trust administration, estate planning and probate matters. The role involves drafting, filing, and managing legal documents, calendars, and client communications in a fast-paced environment while maintaining discretion and accuracy.

The ideal candidate will have 2+ years of legal support experience, strong MS Office skills, and the ability to learn CST workflow.

Qualifications

• High school diploma or equivalent is required.
• 2+ years of legal practice assistant experience preferred.
• Proficiency in Microsoft Office.
• Ability to learn and apply CST workflow application.
• Strong organizational and communication skills.
• Ability to handle confidential information and work under time constraints.

Responsibilities

• Understand the specific needs of the practice areas.
• Draft engagement letters and open new files.
• Prepare, revise, and format legal documents and correspondence.
• Manage timekeeper calendars and meeting logistics.
• Assist with client development and project work.
• Process mail, expense reports, and billing statements.
• Navigate and use the CST workflow application efficiently.
• Monitor task queues and prioritize assignments.

Skills

Communication

Organization

Multitasking

Education

High school diploma or equivalent

Tools

CST workflow application

Microsoft Office

Job description

FBT Gibbons LLP is seeking a Legal Practice Assistant to support attorneys with trust administration, estate planning and probate matters. The role involves drafting, filing, and managing legal documents, calendars, and client communications in a fast-paced environment while maintaining discretion and accuracy.

The ideal candidate will have 2+ years of legal support experience, strong MS Office skills, and the ability to learn CST workflow.