24 jobs found for

Wealth Management Paralegal Jobs in California

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  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Full Time | Posted Date: May 01, 2024

    SUMMARY: Virtual Paralegal - Estate Planning Salary: Competitive, based on experience Experience: Minimum 3 years in Estate Planning Location: Remote/Work from home H1: Join Our Team as a Virtual Paralegal for Estate Planning H2: Work Remotely with Equivity - A Leader in Virtual Assistance Overview...

  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Full Time | Posted Date: May 01, 2024

    SUMMARY: H1: California Qualified Trusts & Estates Virtual Paralegal Remote Job H2: Join Equivity's Dedicated Team and Grow Your Career! Equivity, a leading provider of virtual assistance services in the US, is seeking a skilled and experienced Estate Planning paralegal to join our team. If you have a pa...

  • Legal Staff Paralegal in Fresno, CA

    Fresno, CA

    Type: Full Time | Posted Date: Apr 23, 2024

    SUMMARY: ...

  • Legal Staff Paralegal in San Jose, CA

    San Jose, CA

    Type: Full Time | Posted Date: Apr 17, 2024

    SUMMARY: Trust Administration Paralegal The candidate will possess excellent organizational, written/verbal communication, and time management skills. Will work with all of the attorneys in the Family Wealth & Tax Planning department, and as such must be able to manage multiple projects, styles and deadline...

  • Legal Staff Paralegal in Santa Barbara, CA

    Santa Barbara, CA

    Type: Full Time | Posted Date: Apr 10, 2024

    SUMMARY: Paralegal The candidate should have 3 legal years experience. Experience with litigation, corporate/business and estate planning are a plus. Excellent computer skills with knowledge of Word, Outlook, Prolaw and Court Rules are preferred. Must be able to multi-task with the ability to work under de...

  • Legal Staff Paralegal in Roseville, CA

    Roseville, CA

    Type: Full Time | Posted Date: Apr 10, 2024

    SUMMARY: Job Summary: The Burton Law Firm, located in Sacramento, CA, is seeking a full-time Paralegal to join our Trust Administration and Litigation Departments. This position offers a competitive hourly rate of $25-$35/hour DOE and a comprehensive benefits package. The ideal candidate will have a minimum...

  • Legal Staff Paralegal in Irvine, CA

    Irvine, CA

    Type: Full Time | Posted Date: Apr 07, 2024

    SUMMARY: Estate Planning Paralegal: Collaborative Role with Growth Opportunities at Law Firm in Irvine, CA Brown & Streza, LLP, a reputable mid-sized law firm in Orange County, is seeking an experienced Paralegal to join our team and work closely with our estate planning Attorneys. This role offers a coll...

  • Paralegal

    Los Angeles, CA

    Type: Full Time | Posted Date: Apr 10, 2024

    SUMMARY: Naples Law Firm is accepting resumes for a full-time probate paralegal with 5-10 years experience in probate administration. No resumes considered if candidate does not have at least 5 years experience in probate and trust administration. Previous experience and working knowledge with preparation of...

  • Legal Staff Legal Secretary in Los Angeles, CA

    Los Angeles, CA

    Type: Full Time | Posted Date: Apr 23, 2024

    SUMMARY: Job Title: Practice Assistant (Probate Litigation) Experience: 10 years supporting lawyers and paralegals in trusts and estates Salary: $37.50 - $56.30 hourly Location: Los Angeles Time Type: Full time Posted on: Posted Today Job Requisition ID: R4117 H1: Join Our Team at a Lea...

  • Legal Staff Legal Secretary in San Jose, CA

    San Jose, CA

    Type: Full Time | Posted Date: Apr 17, 2024

    SUMMARY: Estate Planning Legal Secretary The candidate will be joining an Estate Planning practice area of a well-established law firm. Will work closely with clients, attorneys and paralegals to support the drafting and implementation of trusts, estate plans and related documents. Must have experience in s...

  • Legal Staff Legal Secretary in Palo Alto, CA

    Palo Alto, CA

    Type: Full Time | Posted Date: Apr 17, 2024

    SUMMARY: Litigation/Transactional Legal Secretary The candidate should preferably have 5 years of experience, Must have strong knowledge of both federal and state court rules and calendaring experience (state and federal e-filing experience required). Also support transactional timekeepers in corporate, rea...

  • Legal Staff Legal Secretary in Los Angeles, CA

    Los Angeles, CA

    Type: Full Time | Posted Date: Apr 16, 2024

    SUMMARY: # Job Application for Litigation Secretary/Practice Specialist II at Law Firm ## Overview Law Firm is seeking a motivated individual with a minimum of 10 years of law firm experience as a litigation secretary/paralegal with an emphasis on probate and appellate work to fill the position of Litigati...

  • Legal Staff Legal Secretary in Fresno, CA

    Fresno, CA

    Type: Full Time | Posted Date: Apr 08, 2024

    SUMMARY: Law Firm is looking for an experienced Trusts & Estates Legal Secretary to join their team. This position is responsible for providing administrative support and assisting the attorneys with legal documents, client communication, and case management. The ideal candidate will have excellent communica...

  • Legal Staff Paralegal in Sacramento, CA

    Sacramento, CA

    Type: Full Time | Posted Date: Apr 04, 2024

    SUMMARY: Trust Administration and Litigation Paralegal The candidate will be responsible for providing support to the Trust Administration and Litigation Departments. Annual billable requirement of 1300 with bonuses for exceeding minimum requirement. Should have 5 years of experience supporting a trust admi...

  • Legal Staff Paralegal in Glendora, CA

    Glendora, CA

    Type: Full Time | Posted Date: Apr 02, 2024

    SUMMARY: SEO Friendly Job Title: 1940 Act Paralegal / Regulatory Administrator H1: Join the U.S. Bank Team as a 1940 Act Paralegal / Regulatory Administrator H2: Discover Your Potential with U.S. Bank – A Career for All Stages of Life Bold Headlines: - Join a Journey to Do Our Best: Career Opport...

  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Part Time | Posted Date: Apr 02, 2024

    SUMMARY: Job Title: Part-Time Trusts and Estates Administrative Assistant at Law Firm in San Francisco Salary: $18- $23/hour, commensurate with experience Experience: Previous experience in a legal office setting is essential Introduction to Company Briefly is a support organization that professional...

  • Legal Staff Paralegal in San Diego, CA

    San Diego, CA

    Type: Full Time | Posted Date: Mar 29, 2024

    SUMMARY: DOE Tyson & Mendes, a reputable law firm specializing in insurance defense litigation, is seeking an experienced litigation legal assistant to join our team in the Western Region. This is a remote opportunity that supports our offices in AZ, CA, WA, NV, and NM. Responsibilities: • Provide...

  • Legal Staff Paralegal in Chico, CA

    Chico, CA

    Type: Full Time | Posted Date: Mar 15, 2024

    SUMMARY: Recruiters, please don't contact this job poster. Please, no phone calls about this job! Salary Information: Competitive salary based on experience and qualifications Competitive benefits package after successful completion of 90 day probationary period Job Title: Legal Assistant: Trus...

  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Full Time | Posted Date: Mar 06, 2024

    SUMMARY: Junior Trusts & Estates Paralegal The candidate will draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic s...

  • Corporate - General Attorney / Estate & Tax Planning Attorney in Sacramento, CA

    Sacramento, CA

    Type: Full Time | Posted Date: Mar 29, 2024

    SUMMARY: Law Firm is seeking qualified candidates for two open positions as Business and Estate Planning Attorneys. The successful applicants will possess two years of experience as practicing Attorneys in Business Law and Estate Planning. This position offers competitive salary D.O.E. and benefits including...