Description:
Boutique law practice seeks experienced trust administration attorney with 3+ years of experience. Knowledge of Clio client relationship management software, Wealth Counsel drafting software, and ScanSnap are desirable. This is a remote position but ideal candidate is available to work in the San Rafael office 1-2 days/week.Responsibilities:
- Manage trust administration matters independently including all client communication; document production and file maintenance
- Converting potential clients to clients during intake meetings
- Build strong client relationships based on trust, professionalism, and effective communication.
Qualifications:
- Juris Doctorate from an ABA-accredited law school
- Admission to the California bar and in good standing
- Minimum of 3 years of trust administration
- Strong knowledge of trust law, estate planning, probate procedures, and fiduciary responsibilities
- Ability to work independently and efficiently
- Exceptional attention to detail and organizational skills
- Strong interpersonal skills and the ability to communicate directly and effectively with clients and colleagues, and opposing counsel