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    Our client, a well-respected firm in downtown Sacramento is looking for an Estate Planning Secretary. This is a vital role in managing administrative and clerical duties related to estate planning. The workplace is a dynamic and fast-paced environment where you will be handling client relations, managing schedules, and drafting important documents.


    Responsibilities:


    • Manage and process incoming and outgoing mail efficiently

    • Handle phone calls for attorneys, ensuring effective communication

    • Draft routine documents and correspondence for attorney approval

    • Organize and schedule appointments and events to ensure smooth operations

    • Welcome and assist clients, providing a detail-oriented and friendly service

    • Maintain electronic calendars for attorneys, ensuring schedules are up-to-date

    • Oversee new client onboarding, ensuring all procedures are correctly followed

    • Draft and prepare firm engagement letters, ensuring all necessary details are included

    • Create and maintain files, keeping accurate records, and generate reports as requested

    • Provide coverage for additional attorneys as required, demonstrating flexibility and teamwork

    • Proficient in Adobe Acrobat for document creation, modification, and distribution
    • Experienced in Calendar Management, with the ability to handle multiple schedules simultaneously
    • Excellent Client Relations skills, with a focus on maintaining positive and detail oriented relationships
    • Ability to Draft Correspondence effectively, with attention to detail and accuracy
    • Capable of managing a Daily Schedule, ensuring all tasks are completed in a timely manner
    • Experience in scheduling appointments, coordinating between multiple parties to find suitable times
    • Skilled in arranging meetings, including identifying suitable times and locations
    • Proficient in drafting letters, ensuring all communication is clear, concise, and detail oriented
    • Knowledge of Estate Planning, including the ability to assist in the creation and execution of plans
    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.
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    Estate Planning Secretary Job in Sacramento | Robert Half