Legal Assistant

We are looking for a dependable Legal Assistant to support a trusts and estates practice in Burlingame, California. This position plays an important role in keeping client files, correspondence, and administrative workflows organized for a group of paralegals. The right candidate is comfortable handling recurring processes, communicating clearly, and maintaining a high level of accuracy in a structured office environment.

Responsibilities:

• Manage daily incoming and outgoing mail by sorting materials, preparing correspondence, and ensuring timely distribution to the appropriate team members.
• Create, update, and maintain organized paper and digital client files, including document intake, scanning, indexing, and ongoing records upkeep.
• Prepare documents for signature by reviewing formatting, completeness, and supporting materials before circulation.
• Draft transmittal letters and other client-facing correspondence to send completed documents and related information.
• Monitor certified mail activity, including receipt tracking and confirmation of delivery for important legal communications.
• Support legal and administrative filings by coordinating check requests, lodging wills, recording deeds, and preparing proofs of service.
• Assemble exhibits and backup documentation for petitions, tax filings, and other matters handled by the trusts and estates team.
• Assist with post-recording follow-up by attaching confirmations, updating files, and sending final transmittal materials as needed.
• At least 1 year of experience in a law firm or other office setting.
• Demonstrated ability to work independently, manage recurring responsibilities, and stay organized with limited supervision.
• Strong attention to detail with experience handling filing systems, document organization, and file maintenance.
• Proficiency with Microsoft Office applications, including Word, Outlook, and Excel.
• Comfortable using scanning tools and electronic document management systems; Adobe Acrobat experience is helpful.
• Effective written and verbal communication skills with the ability to follow established procedures accurately.
• Ability to prioritize multiple tasks, support several team members, and meet daily deadlines in an office-based environment.