Legal Support Specialist.

Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a Legal Support Specialist in the Private Wealth Services department of our San Diego office. We offer competitive compensation and an excellent benefits package.

Position Summary:

The Private Wealth/Trusts & Estates Legal Support Specialist will assist paralegals and attorneys in estate administrations. Must perform in an organized, efficient manner, and be willing to support the department with general administrative duties and special projects as needed. Candidate should also be flexible to work overtime as needed.

Duties & Responsibilities:

• Assists with attorney work involved with tax and estate planning and post-mortem trust and estate administration

• Opening matters, fielding incoming and potential clients, and liaise between client and attorney

• Assists paralegal with marshaling and obtaining values of estate assets, with probate filings and the preparation of federal estate and gift tax returns

• Assists paralegal and attorney with the preparation of Wills, Trusts and other estate planning forms, as well as, preparing and organizing real property deeds and related documents, and preparing filings related to probate administration

• Assists with other department activities as needed, and performs additional duties and responsibilities as assigned

• Conducts meetings with clients to execute and notarize estate planning documents, preparation of same for vault storage, and preparation of funding memo and estate planning binders

• Completes administrative duties, including but not limited to submitting expense and invoice requests, arranging meetings with clients, finalizing estate planning documents for execution, and maintaining and updating client status

Skills & Competencies:

• A team player with a positive attitude and able to maintain a consistently high standard of service

• A self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented

• Excellent organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure

• Ability to multi-task and set priorities while meeting deadlines in a fast-paced environment

• Position also requires the ability to work under pressure to meet strict deadlines

Qualifications & Prior Experience:

• Bachelor’s Degree preferred

• Notary license required

• Minimum of 7 years of experience in a law firm

• Computer proficiency in Windows-based software and Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook * Exceptional computer skills with the ability to learn new software applications quickly

The expected pay range for this position is:

The expected pay range for this position is: $33.62 - $45.64/hour

Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets.

Greenberg Traurig is committed to diversity and inclusion in the workplace. Individuals seeking employment at Greenberg Traurig are considered without regards to race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, disability, veteran status, or genetic information, among other protected bases.

Exemplifying our commitment to promoting inclusion and equity across our platform, the firm participates in the Mansfield Rule Certification Program (Mansfield). Mansfield, which is facilitated by The Diversity Lab, focuses on equal opportunity, fairness, and inclusivity. The Mansfield requirements are anchored in the consideration of expanded talent pools considered for select positions and open roles within the law firm and the implementation of and access to transparent processes. Utilizing the Mansfield framework, the firm’s progress and outcomes are measured and documented through Mansfield Certification Plus Metrics. In 2023, GT achieved Mansfield 6.0 Certification Plus. We are excited about our ongoing participation in Mansfield given the program’s alignment with the firm’s commitment to opportunities for advancement that are inclusive for everyone. Providing your data during the application process helps us with achieving our goals and with meeting reporting/record-keeping obligations under federal and state law and other legal requirements. Providing your data is entirely voluntary and will not be considered in the hiring process or thereafter. Any information that you do provide will be treated confidentially.