Trust & Estates / Corporate Legal Assistant - Westlake Village - Matura Farrington

    Matura Farrington
    Matura Farrington Westlake Village

    1 day ago

    Legal
    Description

    JOB DESCRIPTION

    Job Title: Trust & Estates / Corporate Legal Assistant

    Department: Corporate

    Location: Westlake Village

    Position Summary

    The Trust & Estates / Corporate Legal Assistant provides comprehensive administrative and legal support to attorneys within the Trusts & Estates and Corporate practice groups. This role supports transactional matters through document preparation, client communication, calendaring, billing coordination, and overall matter management. The ideal candidate is detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced law firm environment.

    Essential Duties and Responsibilities

    • Provide administrative and legal support for corporate, trust and estates, and general transactional matters.
    • Draft, proofread, revise, and finalize legal documents, correspondence, engagement letters, and governance materials.
    • Assist in the preparation and organization of estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments.
    • Assist with preparation of corporate documents, including agreements, cap tables, bylaws, and other governance materials.
    • Draft document "shells" and locate precedent documents within the firm's document management system.
    • Troubleshoot formatting and ensure accuracy and consistency of legal documents.
    • Maintain client files (electronic and hard copy) and prepare new matter intake forms.
    • Open new matters for assigned attorneys, including completion of file opening documentation.
    • Manage attorney calendars, schedule meetings (virtual and in-person), and track deadlines.
    • Coordinate conference room reservations, arrange equipment needs, and organize catering as needed.
    • Manage and track attorney CLE records.
    • Prepare and submit expense reports, review and revise attorney time entries, and assist with billing and invoicing coordination.
    • Communicate professionally with clients, opposing counsel, and internal staff.
    • Notify attorneys promptly of incoming mail and deliveries.
    • Coordinate workflow and prioritize assignments to ensure all deadlines are met.
    • Arrange attorney travel and related reservations.

    Qualifications

    • Minimum of 3 years of law firm experience as a legal assistant, legal secretary, or paralegal, preferably with Trust & Estates experience.
    • Bachelor's degree preferred.
    • Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
    • Experience with NetDocuments (NetDocs) strongly preferred.
    • Exceptional organizational skills with strong attention to detail.
    • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
    • Strong written and verbal communication skills.
    • Professional demeanor with the ability to build effective relationships with attorneys, staff, and clients.
    • Ability to maintain strict confidentiality and exercise sound judgment.
    • Strong critical thinking and problem-solving skills.
    • Ability to work overtime as needed.
    • Reliable attendance and punctuality required.
    • Notary Public certification strongly preferred.

    Physical Requirements

    • Ability to lift up to 25 pounds.
    • Frequent sitting, typing, bending, standing, kneeling, and reaching.
    • Ability to remain seated for extended periods.
    • Ability to move throughout the office as needed to support various departments.
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