Legal Secretary

This is one of those rare legal roles that doesn’t show up often.

We’re partnering with a highly respected, boutique legal and fiduciary services organization that works closely with trust companies, financial institutions, and high-net-worth clients
.

They’re looking to add an experienced legal professional to support complex trust, estate, and fiduciary matters in a highly collaborative, detail-driven environment.

If you enjoy operating at the intersection of law, finance, and client service
, this role offers both intellectual challenge and long-term career stability.

• Work on sophisticated trust and estate matters tied to real financial impact
• Partner directly with attorneys, trustees, financial advisors, CPAs, and fiduciaries
• Be treated as a true professional contributor
  , not “back-office support”
• Exposure to complex assets, trust structures, and financial documentation
• Stable, respected organization with a strong reputation in fiduciary services

• Support trust and estate administration matters from inception through resolution
• Draft and review estate planning and trust-related documents
• Prepare probate and trust administration filings, pleadings, and supporting materials
• Coordinate post-death administration, including asset marshaling and notifications
• Communicate with beneficiaries, trustees, financial institutions, and advisors
• Review bank statements, accountings, tax documents, and financial records
• Track deadlines, statutory requirements, and compliance obligations
• Maintain highly organized case files and prepare reports for leadership
• Assist with fiduciary accountings and distributions
• Partner cross-functionally with legal, trust, and financial services teams
• Experience in trusts & estates, probate, fiduciary administration, or financial services
• Prior exposure to trust companies, wealth management firms, or financial institutions is a major plus
• Strong understanding of estate administration processes and compliance
• Exceptional attention to detail and organizational skills
• Professional communication style with confidence working with HNW clients
• Ability to manage multiple matters and deadlines independently

• Experience with fiduciary accountings or estate/gift tax filings
• Familiarity with complex assets (real estate, business interests, investment accounts)
• Background supporting attorneys in trust or probate matters

This is a place where legal professionals are respected for their judgment
, included in the process, and trusted with meaningful responsibility. You’ll work alongside seasoned professionals who value precision, collaboration, and professionalism—without the bureaucracy of large firms.

📩
If you’re a JD-trained legal professional in the Long Beach area looking to apply your expertise in a trust-focused, financially sophisticated environment, let’s talk.

Apply directly or message  for a confidential conversation.