Legal Administrative Assistant, Estates and Trusts Practice Group at Hoge Fenton

Hoge Fenton is an established multi-service law firm headquartered in Silicon Valley providing legal services in a broad range of areas of law. We are recruiting for a full-time Legal Administrative Assistant in the Estates and Trusts Practice Group. The position is based in our San Jos office.

Job Summary

The primary responsibilities are to perform secretarial and administrative duties to support 3-4 attorneys and paralegals, including preparing various legal documents and general correspondence.

The legal administrative assistant ensures administrative tasks are handled promptly and professionally for attorneys and legal professionals in a fast-paced environment. With strong attention to detail, this position acts as a partner to attorneys and paralegals to ensure accuracy and adherence to court rules, legal formatting, and terminology; keep documents and workflow organized and moving forward; and maximize the use of software for efficient document processing, retrieval, and usage.

Job Duties and Responsibilities

Provides meticulous document formatting. Creates, formats, proofreads, redlines, and edits documents, including litigation documents for filing with the court.

Files court pleadings according to Local Rules of Court; serves pleadings in accordance with the Probate Code and Firm policies.

Records deeds and other documents with the assessor-recorders office.

Schedules and reserves hearing dates with California Probate Courts.

Conducts business searches and files documents with the Secretary of State.

Prepares estate planning binders in accordance with the Probate Code and Firm policies.

Manage incoming mail process: copy/download, scan, name, and file mail for attorneys according to practice group guidelines; calendar dates and determine next steps based on the content of the correspondence.

Maintains client and administrative files. Opens and closes matters promptly and following firm and practice group policies and procedures; obtains new client matter information, such as contact information, scope of engagement, fee agreement, conflict results, financial and corporate standing reports, and conflict waivers; enters new client matter information in ProLaw and NetDocs, following practice group guidelines during the course of the engagement.

Communicates with clients and potential clients, gathering necessary information to open a matter; communicates with other parties electronically and by phone, and schedule Zoom video meetings, at the direction of their assigned timekeepers.

Greets and assists clients and other visitors to the firm; arranges parking and building security access, reserves conference room, and ensures technical needs are arranged.

Other administrative duties

Monitor and assist attorneys with the status of receivables.

Review and approve vendor invoices and ensure they are submitted to the accounts payable department.

Coordinate attorneys travel arrangements; book airfare and hotel, and make other arrangements as needed.

Keeps record of attorneys expenses for submission to the Accounting Department.

Register attorneys for professional, business development, and continuing education events.

Assists with attorney timekeeping, as well as invoice reviewing and processing.

Assists with other duties as assigned.

Backs up assigned team members.

QUALIFICATIONS

Education

High School education or equivalent required; Associates or Bachelors degree preferred.

Experience

At least 5 years of law firm experience in trust and estate law.

Knowledge of trust, estate, and probate documentation, as well as rules, procedures, and deadlines with probate courts, County Recorder, and Secretary of State.

Notary Public license is a plus.

Skills

Strong word processing and technical skills in Microsoft Word, Outlook, Excel, and PowerPoint. Familiarity with Zoom, NetDocs, and ProLaw a plus.

Knowledge of legal calendaring is required.

Knowledge of e-filing in State Probate Courts in Bay Area counties (Santa Clara, Alameda, Contra Costa, San Francisco, San Mateo).

Ability to handle the workload and track status of matters for three or more attorneys and/or paralegals.

Keen attention to detail.

Strong proofreading skills.

Ability to manage multiple priorities and work under the pressure of deadlines.

Ability to think critically and analytically in a pressured environment.

Maintains a method of tracking ones own assigned tasks in an effective and systematic manner.

Works efficiently and effectively using the firms systems, software, and procedures.

Excellent verbal and written communication skills to interact with attorneys, clients, vendors, court personnel, and other staff members.

Personal Attributes

Strong work ethic. Well organized. Punctual and reliable.

Practices and fosters an atmosphere of teamwork and cooperation; work productively and cooperatively with other employees.

Ability to constantly adapt and develop skills as they become necessary.

Physical Requirements:

Essentially a sedentary position.

May be required to travel to other work locations for meetings or document production.

Normal effort of general office work typically includes bending, moving, and lifting up to 25 pounds; and working at computer terminals and telephones.

The hourly base salary range for this position is $43-$53.This salary range represents the firms good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will depend upon a number of factors, including but not limited to, the candidates years of experience, qualifications, and skill set.

This is a full-time position working 37.5 hours per week with occasional overtime as needed. After candidates are well settled into the role, requests for a one-day-a-week remote work schedule will be considered.

Hoge Fenton has a strong commitment to diversity. We strive to recruit and retain a workforce that welcomes and supports the interests of women, families, and people of any age, race, creed, religion, color, national origin, ethnicity, gender, sexual orientation, gender identity/gender expression, disability, or military or veteran status. Our environment is collegial, collaborative, flexible, and supportive.

Please send resume, cover letter or email, and salary expectations to Heather Larrick, Executive Director, Hoge Fenton; heather.larrick@hogefenton.com.