ANDERSON YAZDI HWANG MINTON + HORN LLP is a top-tier trust and estate firm located in Burlingame, between San Francisco and Palo Alto. The firm is seeking a highly organized and detail-oriented Legal Assistant with a strong background in administrative and file management support to a team of four to five paralegals in trust, estate, and probate administration. This role is critical to maintaining efficient workflow across a team that includes remote members, and requires strong communication, reliability, and comfort with technology.
The ideal candidate is self-directed, thrives in a structured environment, and consistently produces accurate work while managing competing priorities.
Key Responsibilities
• Prepare and process outgoing correspondence and letter requests
• Scan, organize, and file incoming mail, client documents, and electronic records on a daily basis
• Maintain both physical and electronic client files, including file creation and ongoing file management
• Track certified mail receipts and delivery confirmations
• Finalize documents for signature, ensuring accuracy and completeness
• Prepare client correspondence transmitting documents
• Assist with file review, document scanning, and records organization
• Assemble exhibits and supporting documentation for tax returns, petitions and other legal documents
• Coordinate check requests and filings, including lodging wills and recording deeds
• Prepare and send proofs of service
• Assist with post-recording document processing, including attaching recording confirmations and preparing transmittal letters
Work Environment
• Supports a team of four to five paralegals, including remote and hybrid team members
• Requires strong independence and follow-through to manage daily responsibilities
• In-office role with consistent daily workflow responsibilities and processes
Qualifications (education, training, experience)
• Minimum one year experience in a law firm or professional services environment
• Ability to work independently and manage day-to-day responsibilities and reoccurring tasks with minimal supervision
• Strong organizational skills and attention to detail
• Experience with filing and file maintenance, document management systems, scanning, and file organization
• Proficiency in Microsoft Office (Word, Outlook, Excel); familiarity with Adobe Acrobat a plus
• Strong written and verbal communication skills, and the ability to adhere to procedures and protocols
Ideal Candidate
• Reliable, organized and detail-oriented
• Process-oriented with a strong follow-through mindset and ability to work independently
• Comfortable supporting multiple team members
• Able to prioritize tasks and meet daily deadlines
• Interested in developing experience in trusts and estates
Compensation
• $65,000-$80,000 per year depending on experience and qualifications