Estate Planning Secretary, Robert Half

Estate Planning Secretary

Robert Half

Location:

United States, Sacramento

Category:

Legal

Contract Type:

Employment contract, Contract work

Salary:

Not provided

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Job Description:

Our client, a well-respected firm in downtown Sacramento is looking for an Estate Planning Secretary. This is a vital role in managing administrative and clerical duties related to estate planning. The workplace is a dynamic and fast-paced environment where you will be handling client relations, managing schedules, and drafting important documents.

Job Responsibility:

Manage and process incoming and outgoing mail efficiently
Handle phone calls for attorneys, ensuring effective communication
Draft routine documents and correspondence for attorney approval
Organize and schedule appointments and events to ensure smooth operations
Welcome and assist clients, providing a detail-oriented and friendly service
Maintain electronic calendars for attorneys, ensuring schedules are up-to-date
Oversee new client onboarding, ensuring all procedures are correctly followed
Draft and prepare firm engagement letters, ensuring all necessary details are included
Create and maintain files, keeping accurate records, and generate reports as requested
Provide coverage for additional attorneys as required, demonstrating flexibility and teamwork

Requirements:

Proficient in Adobe Acrobat for document creation, modification, and distribution
Experienced in Calendar Management, with the ability to handle multiple schedules simultaneously
Excellent Client Relations skills, with a focus on maintaining positive and detail oriented relationships
Ability to Draft Correspondence effectively, with attention to detail and accuracy
Capable of managing a Daily Schedule, ensuring all tasks are completed in a timely manner
Experience in scheduling appointments, coordinating between multiple parties to find suitable times
Skilled in arranging meetings, including identifying suitable times and locations
Proficient in drafting letters, ensuring all communication is clear, concise, and detail oriented
Knowledge of Estate Planning, including the ability to assist in the creation and execution of plans

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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