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Robert Half Legal Secretary in Santa Barbara, California

Description We are offering an opportunity for a Legal Secretary position based in Santa Barbara, California. The role primarily involves providing administrative support to attorneys specializing in estate planning. This position is a contract employment opportunity with an emphasis on managing attorney calendars, preparing legal documents, and maintaining client records.

Responsibilities:

• Provide comprehensive administrative support to attorneys specializing in estate planning

• Prepare, proofread, and edit various legal documents such as wills, trusts, powers of attorney, and probate filings

• Manage attorney calendars, including scheduling client meetings and coordinating court appearances

• Handle client communications with professionalism and confidentiality

• Maintain and organize client files and records with high attention to detail

• Assist in the preparation of probate and conservatorship pleadings

• Perform general office duties, which include answering phones, filing, and managing correspondence

• Utilize skills in LexisNexis, Management System, Microsoft Excel, Microsoft Office Suites, Microsoft Outlook, Billing Functions, Briefing, Calendar Management, Dictation, Documentation, Probate Law, Probate & Estate Administration, and Estate Planning. Requirements • Proficiency in using LexisNexis for legal research and case preparation

• Familiarity with Management System for efficient workflow coordination

• Advanced skills in Microsoft Excel for data organization and analysis

• Proficiency in Microsoft Office Suites for creating and editing documents, presentations, and spreadsheets

• Experience with Microsoft Outlook for email management and scheduling

• Ability to handle Billing Functions, including invoice preparation and tracking payments

• Experience in Briefing attorneys on case updates and legal matters

• Proficiency in Calendar Management for scheduling meetings, appointments, and deadlines

• Excellent Dictation skills for transcribing legal documents and correspondence

• Experience in Documentation, including drafting, editing, and proofreading legal documents

• Knowledge of Probate Law and its application in legal proceedings

• Experience in Probate & Estate Administration, including handling wills, trusts, and estates

• Knowledge of Estate Planning, including developing strategies to manage assets and estate taxes.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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