Legal Assistant

D3 Search; Westlake Village (CA); Híbrido; USD 77.000 - 94.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid 3/2 work model

Paid parking onsite

401K & generous PTO

Descripción de la vacante

D3 Search is seeking a highly capable Trusts & Estates Legal Assistant for a Westlake Village, CA law practice. The role focuses on estate planning, trust administration, and real estate matters, with heavy client interaction.

The ideal candidate has 5+ years of Trusts & Estates experience, excellent organizational and communication skills, and proficiency in MS Office and document management systems. This is a full-time, non-exempt, hybrid role with strong growth opportunities.

Formación

• Minimum five years of extensive Trusts and Estates experience with estate planning and trust administration.
• Excellent administrative, organizational, calendaring, and follow-up skills.
• Strong attention to detail, accuracy, and high-quality work product.
• Exceptional written and verbal communication skills.
• Proficiency with Word, Outlook, Excel, Teams; familiarity with Adobe Pro.
• Notary commission is a plus; Associate's degree or higher preferred.

Responsabilidades

• Assist with preparation of wills, trusts, powers of attorney, and other estate planning documents.
• Coordinate high-volume scheduling; calendar meetings; arrange in-person or Zoom/Teams appointments.
• Work with CPAs and bookkeepers on client accounts; heavy client interaction.
• Prepare and record deeds; assemble binders and related documents.
• Proofread and edit legal documents for accuracy; maintain comprehensive client records.
• Manage trust account spreadsheets and client communications; support team collaboration.

Conocimientos

Trusts & Estates experience

Educación

Associate's degree or higher

Notary commission (plus)

Herramientas

Microsoft Office Suite

Adobe Pro

iManage (or similar DM system)

Descripción del empleo

D3 Search is seeking a Trust & Estates Legal Assistant on behalf of a highly respected CA-based law practice with a well-established & growing office situated in Westlake Village, CA (91361).

Westlake Village, CA (91361)

Employment Status:

Full-time/direct-hire employment. Non-exempt role (OT paid in accordance with CA laws).

Employer Work Model:

A prominent CA-based regional law practice is seeking an experienced Trusts & Estates/Private Client Legal Assistant to join their Westlake Village office (Ventura County). This is a full-time and non-exempt position. The role supports a busy practice focused on estate planning, trust administration, and real estate matters. This role involves a high level of client-facing interaction and requires someone who is polished, professional, and able to meet confidently with clients, vendors, and third parties while handling those relationships at a high level. Ability to work collaboratively and effectively as part of a team is essential, with a strong emphasis on communication and supporting team efforts to provide exceptional client service.

• Minimum five (5) years of extensive Trusts and Estates experience, with a strong background in Estate Planning and Trust Administration.
• Excellent administrative, organizational, calendaring, and follow-up skills are required.
• Strong attention to detail, accuracy, and overall high-quality work product is required.
• Exceptional written and verbal communication skills are required.
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
• Familiarity with iManage or similar document management systems is preferred.
• Ability to take initiative and manage assignments timely.
• Associate's degree or greater preferred.
• Notary commission is a plus.
• Assist with preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning legal documents.
• High volume scheduling duties, calendar meetings on Outlook, schedule attorney appointments in-person and on Zoom and/or Teams.
• Work with CPAs and bookkeepers on client accounts.
• Heavy interaction with bank representatives on client trust accounts.
• Prepare and record deeds, prepare binders, and other related documents.
• Print, scan, proofread, and edit legal documents with a high level of accuracy.
• Responsible for comprehensive records management of client documents, including creating new client files, organizing and maintaining high volumes of physical records, managing filing systems, coordinating off-site storage and retrieval, and ensuring all client documents are accurately maintained, properly organized, and readily accessible when needed.
• Maintain organized files and track case progress efficiently.
• Manage Excel spreadsheets for trust account clients, as needed.
• Manage client communications and draft professional correspondence.
• Collaborate with attorneys and team members while demonstrating strong independent work skills.

Annual starting salary range is 85K+~DOQ + sign-on bonus. The law firm (employer) offers a comprehensive & robust benefits package, 401K, generous PTO, hybrid 3/2 work model, paid parking onsite, annual reviews, lucrative bonuses, and career growth opportunities, etc.

D3 Legal Search, LLC (aka D3 Search) and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.