Legal Assistant / Case Clerk at Adams & Martin Group in San Francisco, California

Job Description:

A client located in Downtown San Francisco is seeking a detail-oriented and organized Case Clerk to support afamily wealth planning team.


Key Responsibilities:

• Maintain and organize physical and digital case files for family wealth planning matters.


• Index and update client binders to ensure all documentation is current and accurately filed.


• Assist attorneys and paralegals in retrieving and organizing case-related materials.


• Conduct periodic audits of case files to ensure completeness and compliance with firm policies.


• Label, categorize, and archive documents for easy reference.


• Ensure confidential handling of sensitive client information.


• Perform administrative support tasks, including scanning, copying, and data entry.

Qualifications & Skills:

• Prior experience in a legal or administrative support role preferred is a must!


• Strong attention to detail and organizational skills.


• Ability to handle confidential information with discretion.


• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and document management systems.


• Excellent time management skills and the ability to meet deadlines.


• Strong communication and teamwork skills.

• 
  Hours: 7 hours per day, in-office only!

If you are a dedicated professional with strong organizational skills and an interest in family wealth planning, we encourage you to apply!

Would you like me to adjust anything based on your firm's specific needs?


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Apply Now