Legal Practice Assistant - Family Wealth

Company: Fawkes IDM
Location: San Francisco
Posted on: May 4, 2025

Job Description:

Responsibilities:

• Assist Family Wealth Planning members with the organization and maintenance of documents related to estate planning, tax, probate, and trust administration work.
• Maintain case files and create and index client binders and internal files.
• Locate specific documents, prepare documents, and manage files for storage and return to clients.
• Input and retrieve data on the system, and handle copying, scanning, and faxing documents.
• Ensure all necessary documents are completed, executed, received, delivered, and distributed in a timely manner.
• Update Personal and Family Information ("PFI") sheets and prepare and submit check requests to the Accounting Department.
• Create e-binders for clients and internal files.
• Conduct legal research as needed.
• Serve as the primary point of contact between attorneys and clients, screening and prioritizing communication, emails, and calls.
• Coordinate attorney schedules, travel arrangements, and manage logistics for appointments and follow-ups.
• Organize meetings and conferences, prepare materials, agendas, and set up conference rooms and Zoom meetings.
• Draft, edit, fact-check, and review documents; analyze and extract pertinent information; ensure content accuracy; and distribute documents effectively.
• Prepare presentations, summaries, and other deliverables for clients and prospects.
• Respond independently to general inquiries when appropriate, making swift and accurate judgments.
• Process incoming mail, enter attorney time, and prepare expense reports.
• Take responsibility for marketing and other special projects, providing administrative and overflow support.Minimum Requirements:

• 3+ years of relevant experience
• High School diploma or equivalent required; college degree preferred
• Prior law office experience required
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Keywords: Fawkes IDM, Davis , Legal Practice Assistant - Family Wealth, Legal , San Francisco, California