Reputable Firm Seeks Estate Planning Assistant

Adams & Martin Group

Santa Barbara (CA)

Hybrid

USD 80,000 - 95,000

Full time

14 days+

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Job summary

A boutique legal firm in Santa Barbara is seeking a Senior Project Manager to provide critical support to attorneys in Trusts & Estates. The ideal candidate has over 5 years of legal administrative experience and exceptional organizational skills. This role offers a unique opportunity to take ownership of administrative operations in a professional environment. Competitive salary range from $80,000 to $95,000 annually.

Qualifications

5+ years of legal administrative experience in Trusts & Estates.
Proven ability to support complex estate planning and trust administration.
High ethical standards and commitment to confidentiality.

Responsibilities

Draft and format legal correspondence with precision.
Prepare, compile, and review estate planning and trust documents.
Communicate professionally with clients via phone, email, and in-person.

Skills

Legal administrative experience

Attention to detail

Proficiency in Microsoft Office Suite

Strong communication skills

Organizational skills

Job description

Overview

Senior Project Manager (Legal Recruitment) at Adams & Martin Group. Are you a seasoned Legal Administrative Assistant with a passion for Trusts & Estates? We're seeking a proactive, detail-oriented professional to join our team and provide critical support to three attorneys in a boutique legal office. This is a unique opportunity to take ownership of administrative operations and contribute meaningfully to a high-performing legal practice.

Key Responsibilities

Draft and format legal correspondence with precision
Prepare, compile, and review estate planning and trust documents
Communicate professionally with clients via phone, email, and in-person
Manage general office administrative tasks and ensure smooth daily operations
Handle sensitive information with discretion and integrity
Perform other duties as assigned to support attorneys and office needs

Qualifications

5+ years of legal administrative experience in Trusts & Estates
Proven ability to support complex estate planning and trust administration
High ethical standards and commitment to confidentiality
Exceptional organizational skills and attention to detail
Ability to manage multiple projects and meet deadlines
Proficiency in Microsoft Office Suite
Strong verbal and written communication skills

Why Join Us?

Be the go-to support for a small, collaborative legal team
Enjoy a role with autonomy and impact
Start onsite with potential for hybrid flexibility (attorney discretion)
Work in a professional environment that values excellence and trust

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles\' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Seniority level