Job Description

Summary: Established San Francisco Financial Services company with 30+ year history seeking a capable, self-starting, and team-oriented Legal Assistant to be an integral part of the organization’s continued success.

This position has a hybrid work schedule:

3 days/week in our main SF Financial District office

2 day/week of remote work

Essential Duties and Responsibilities include the following. Other duties may be assigned:

• Prepare and review legal filing documents and ensure prompt service to all interested parties
• Ensure prompt and accurate filing and return of legal documents with courts nationwide
• Ensure company compliance with federal, state, and local laws and rules on all contracts
• Communicate effectively with the organization’s sales, accounting and administrative personnel
• Provide legal support, including but not limited to word processing, editing, formatting, filing of legal briefs and other pleadings as requested by the senior legal team
• Perform general office activities such as answering telephones, processing incoming and outgoing mail, and securing confidential materials
• Analyze incoming legal correspondence, notices, pleadings and Court Orders
• Scan and forward physical client documents to sales and/or Legal Team
• Calendar hearing dates and follow-up deadlines
• Organize and maintain physical and electronic documents and client files
• Perform other duties and responsibilities as requested with eagerness and a positive, professional attitude.

Competency & Experience:

• Previous office experience and proficiency in Microsoft Office Suite, especially Outlook, Word, Excel. Proficient in Adobe Acrobat. Proficient in navigating various web platforms via browser.
• Experience working within Customer Relationship Management (CRM) software
• Associate’s degree, Bachelor’s degree or equivalent strongly preferred but not required
• Direct experience as a Legal Assistant, File Clerk and/or Paralegal preferred but not required
• Experience with Probate and/or Estate Planning a plus but not required
• Currently a California Notary or willingness to take the CA Notary exam and be certified imminently
• Thorough, efficient, reliable, detail-oriented
• Excellent organizational and communication skills, verbal and written
• A positive, collaborative, can-do attitude
• Ability to work effectively both independently and with a team, often across departments

Perks/Benefits:

• Medical and Dental insurance
• Automatic and sizeable equity participation in Employee Stock Ownership Plan (ESOP)
• Healthcare Flexible Spending Account (FSA)
• Dependent Care Flexible Spending Account (FSA)
• Life and Disability insurance
• 401(k) with Employer Match
• Commuter benefits
• PTO
• Quarterly profit-sharing bonuses

The above description is not intended to be an all-inclusive list of duties and standards of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

About the Company:

Inheritance Funding Company, Inc. (IFC) is a profitable, 30+ year-old company that pioneered the inheritance advance business and is 100% employee owned. IFC works with assets passing through the probate court system, providing heirs with an advance on their inheritance by purchase of an Assignment of a portion of their future distribution from the probate estate. As a 100% employee-owned company, our enduringly low turnover rate illustrates our ability to enable our team members to thrive and build long-term careers.

Job Tags

Similar Jobs