Legal Assistant (Trust and Estate)

This is an exciting opportunity to work for one of the top law firms in Sonoma County! 13-time winner of “Best Places to Work”, O’Brien Watters & Davis LLP is looking for a Legal Assistant for our Trusts and Estates department. Come join our team in Santa Rosa!

About Us:

Since its founding in 1982, O’Brien Watters & Davis, LLP has been committed to providing superior and effective legal services and high-quality representation for clients throughout California. We provide services to many industries, including the large Sonoma County wine and agricultural industries, manufacturing, high tech, service and others.

Strongly rooted in Sonoma County, our firm has an excellent reputation in the community. For over 30 years, the firm has been rated “AV” in Martindale Hubbell® Bar Register of Preeminent Lawyers™ and has had four of its former attorneys become judges on the Sonoma County Superior Court. Our long-term relationships with local businesses and other clients coupled with our commitment to community involvement and public service have deeply rooted us in the place we call home — Sonoma County.

Duties:

Answer intake calls and represent our firm as the first person to communicate with potential clients

Work closely with attorneys to keep them informed of commitments and responsibilities

Schedule meetings via phone/in person/Zoom

Manage attorneys’ calendars

Draft letters to clients

Provide administrative support

Proofread documents for grammatical, spelling format and logical errors

Create and maintain electronic client files, and preforming routine filing

Open new client and new matter files

Correspond daily with clients, court officials and attorneys

Handle photocopying, scanning, printing and mailing

Prepare documents and letters to be recorded or filed with the court

Maintain client confidences

Qualifications:

Legal background preferred but not required

Bachelor’s degree preferred but not required

Notaries highly welcomed

Familiarity with case management software is a plus (Clio, Practice Panther, Hightail)

Proficiency with MS Office (Word, Excel, Access) Outlook, and Adobe

Self-motivated and extremely organized

Enjoy learning and taking on a challenge

Work well in a team setting

Great attention to detail

Excellent verbal and written communication skills

Ability to work on site

Ability to handle confidential matters with discretion

Excellent time management skills with proven ability to meet deadlines

Benefits:

Health, dental, vision

Income disability insurance coverage

401(k) plan

Vacation time

Personal holidays

Sick time

Job Type: Full time

Schedule: Monday-Friday onsite, daily schedule can be flexible

Compensation: Commensurate with experience