Job Description
Job Description
Musick, Peeler & Garrett LLP is seeking an experienced Trusts & Estates Legal Assistant to join our Westlake Village office (Ventura County). This is a full-time and non-exempt position. The role supports a busy practice focused on estate planning, trust administration, and real estate matters.
This role involves a high level of client-facing interaction and requires someone who is polished, professional, and able to meet confidently with clients, vendors, and third parties while handling those relationships at a high level.
Ability to work collaboratively and effectively as part of a team is essential, with a strong emphasis on communication and supporting team efforts to provide exceptional client service.
Requirements:
- Minimum five (5) years of extensive Trusts and Estates experience, with a strong background in Estate Planning and Trust Administration.
- Excellent administrative, organizational, calendaring, and follow-up skills are required.
- Strong attention to detail, accuracy, and overall high-quality work product is required.
- Exceptional written and verbal communication skills are required.
- Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
- Familiarity with iManage or similar document management systems is preferred.
- Ability to take initiative and manage assignments timely.
- Associate's degree or greater preferred.
- Notary commission is a plus.
Responsibilities:
- Assist with preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning legal documents.
- High volume scheduling duties, calendar meetings on Outlook, schedule attorney appointments in-person and on Zoom and/or Teams.
- Work with CPAs and bookkeepers on client accounts.
- Heavy interaction with bank representatives on client trust accounts.
- Prepare and record deeds, prepare binders, and other related documents.
- Print, scan, proofread, and edit legal documents with a high level of accuracy.
- Responsible for comprehensive records management of client documents, including creating new client files, organizing and maintaining high volumes of physical records, managing filing systems, coordinating off-site storage and retrieval, and ensuring all client documents are accurately maintained, properly organized, and readily accessible when needed.
- Maintain organized files and track case progress efficiently.
- Manage Excel spreadsheets for trust account clients, as needed.
- Manage client communications and draft professional correspondence.
- Collaborate with attorneys and team members while demonstrating strong independent work skills.
Benefits/Compensation:
We offer a collaborative and professional work environment with a competitive salary and excellent benefits. A summary of our full-time, non-exempt benefits includes:
- Retirement: 401(k) plan with annual employer contribution; employee deferrals
- Healthcare: Medical (HMO/PPO/HSA options), dental, and vision coverage; Dependent coverage, domestic partners coverage is available
- Life Insurance: Group and supplemental life insurance options available
- Disability: Long-term disability and long-term care insurance options available
- Wellbeing: Employee wellbeing initiatives, including EAP professional counseling and referral services
- Paid Time Off: Competitive paid vacation and sick leave; paid firm holidays
- Parking: Covered Parking
- Celebrations: Events for holidays, birthday commemorations, special staff acknowledgments and annual firm and staff events
- Flexible Spending Account (FSA)/Plans – Sections 125 and 132 plans available
- Professional Development: On-boarding and in-house training programs, continuing learning and professional growth and development opportunities
Salary range for this position is $85K + DOE
Firm Information:
Please visit www.musickpeeler.com for more detailed information about our firm.