Legal Assistant

Musick, Peeler & Garrett LLP•Westlake Village, CA

7d•$85,000 - $95,000•Onsite

About The Position

Musick, Peeler & Garrett LLP is seeking an experienced Trusts & Estates Legal Assistant for its Westlake Village office in Ventura County. This full-time, non-exempt role supports a busy practice focused on estate planning, trust administration, and real estate matters. The position involves substantial client-facing interaction. The successful candidate will be polished and professional, able to meet confidently with clients, vendors, and third parties, and skilled at managing those relationships. Collaboration, communication, and supporting team efforts to provide exceptional client service are essential.

Requirements

At least five 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.
Strong attention to detail, accuracy, and high-quality work product.
Exceptional written and verbal communication skills.
Proficiency in Microsoft Office Suite, including Word, Outlook, Excel, and Teams, and Adobe Pro.
Ability to take initiative and manage assignments in a timely manner.

Nice To Haves

Familiarity with iManage or a similar document management system.
Associate's degree or greater.
Notary commission.

Responsibilities

Assist with preparing wills, trusts, powers of attorney, and other estate-planning legal documents.
Manage high-volume scheduling, calendar meetings in Outlook, and arrange attorney appointments in person and via Zoom or Teams.
Work with CPAs and bookkeepers on client accounts.
Interact extensively with bank representatives regarding client trust accounts.
Prepare and record deeds, prepare binders, and prepare related documents.
Print, scan, proofread, and edit legal documents accurately.
Manage client records comprehensively, including opening client files, organizing and maintaining physical records, managing filing systems, coordinating off-site storage and retrieval, and ensuring documents are accurate, organized, and accessible.
Maintain organized files and efficiently track case progress.
Manage Excel spreadsheets for trust account clients as needed.
Manage client communications and draft professional correspondence.
Collaborate with attorneys and team members while working independently.

Benefits

401(k) plan with annual employer contribution and employee deferrals.
Medical coverage with HMO, PPO, and HSA options; dental and vision coverage; dependent and domestic partner coverage available.
Group and supplemental life insurance options.
Long-term disability and long-term care insurance options.
Employee wellbeing initiatives, including EAP professional counseling and referral services.
Competitive paid vacation and sick leave, and paid firm holidays.
Covered parking.
Holiday events, birthday commemorations, staff acknowledgments, and annual firm and staff events.
Flexible Spending Account and Sections 125 and 132 plans.
Onboarding and in-house training, continuing learning, and professional growth and development opportunities.