Join a prestigious firm as a Legal Secretary in the Wealth Planning team, where you will play a vital role in providing exceptional support to our clients.
In this role, you will perform a variety of advanced secretarial duties, including:
- Preparing estate planning documents
- Assisting with trust administration and probate matters
- Handling related documentation efficiently
We prefer candidates who possess:
- Proficiency in Microsoft Office Suite
- Experience with e-filing in California state and federal courts
- Familiarity with Docusign
This is a fantastic opportunity to work with one of California's leading firms, offering excellent compensation and benefits. Don't miss your chance to elevate your career-apply to Bridgeline Solutions today.