Career Opportunities
Probate and Trust Paralegal
A boutique law firm specializing in advising high-wealth individuals and closely-held business owners in tax, business and estate planning and post-mortem administration, is seeking an entry-level/early-experience probate and trust paralegal.
Responsibilities will include:
- Work on complex probate and trust administrations, from initial petition through final distribution
- Coordinate asset valuation, document preparation, and asset allocation/distribution
- Review and prepare estate and gift tax returns
- Review and prepare of fiduciary accountings
- Organize and maintain files
- Draft petitions, orders, and other pleadings related to probate and trust administration
- Prepare deeds and related real estate documents
- Form and fund legal entities
Qualifications:
- 5+ years of experience in trust and estate matters
- Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision
- Self-motivated with the ability to act independently
- Possess critical thinking skills
- Possess excellent oral and written communication skills
- Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters
- Knowledge of local court procedures
- Time management
- Organizational skills
- Deadline management
- Paralegal certificate from an ABA accredited school required
- Bachelor’s degree or equivalent work experience preferred
Excellent salary and benefits
Please send cover letter and resume to:
Renisha Ladd
People Operations Manager
Ramsbacher Prokey Leonard LLP
Email: rladd@rpllawfirm.com
Probate and Trust Paralegal
A boutique law firm specializing in advising high-wealth individuals and closely-held business owners in tax, business and estate planning and post-mortem administration, is seeking an entry-level/early-experience probate and trust paralegal.
Responsibilities will include:
- Work on complex probate and trust administrations, from initial petition through final distribution
- Coordinate asset valuation, document preparation, and asset allocation/distribution
- Review and prepare estate and gift tax returns
- Review and prepare of fiduciary accountings
- Organize and maintain files
- Draft petitions, orders, and other pleadings related to probate and trust administration
- Prepare deeds and related real estate documents
- Form and fund legal entities
Qualifications:
- 1-3 years of experience in trust and estate matters
- Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision
- Self-motivated with the ability to act independently
- Possess critical thinking skills
- Possess excellent oral and written communication skills
- Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters
- Knowledge of local court procedures
- Time management
- Organizational skills
- Deadline management
- Paralegal certificate from an ABA accredited school required
- Bachelor’s degree or equivalent work experience preferred
Excellent salary and benefits
Please send cover letter and resume to:
Renisha Ladd
People Operations Manager
Email: rladd@rpllawfirm.com
Executive Assistant
About Ramsbacher Prokey Leonard LLP
Ramsbacher Prokey Leonard LLP is a respected boutique law firm with a reputation for innovative estate and wealth planning with an eye toward long-term risk management and achieving family goals. Based in downtown San Jose with an additional office in Modesto, California, we represent high net worth individuals, families, and businesses statewide—and in tax matters, nationwide—in estate, tax, and succession planning, focusing on multigenerational wealth preservation. Our firm emphasizes a team approach to devise cost-effective solutions to a variety of often-interconnected matters.
We strive to be one of the best places to work. Whether starting or growing your career, Ramsbacher Prokey Leonard LLP provides a performance-driven culture, opportunity for professional achievement in a diverse and inclusive atmosphere.
Job Overview
Ramsbacher Prokey Leonard LLP is looking for an experienced, reliable, trustworthy executive assistant who will be responsible for managing day-to-day administrative tasks first and foremost for one of the Managing Partners, while also supporting other attorneys and paralegals. The ideal candidate is self-motivated, professional, team-oriented, and has a demonstrated track record of prioritizing tasks in a fast-paced environment. The ideal candidate will thrive in an ever-changing environment and excels in bringing order to situations.
Success in this role is being able to remain focused on business-critical tasks, while ensuring deadlines and goals are dealt with on time.
The key responsibilities of this role include, but are not limited to:
- Maintain confidentiality and professionalism continuously
- Juggle a high volume of critical tasks and prioritize administrative duties for an active Managing Partner, as well as support other attorneys and paralegals
- Manage and coordinate calendars, meetings, and travel of Managing Partner and other attorneys/paralegals
- Anticipate obstacles and creatively/strategically provide solutions
- Approach challenges with a solutions-minded perspective
- Perform successfully in high pressure situations with strict deadlines
- Possess professional phone etiquette
- Manage heavy scheduling and calendaring; production and editing of speaking material in Word, PowerPoint, and Excel for Managing Partner
- Craft, proofread, and/or edit correspondence on behalf of the firm
- Support Managing Partner and other attorneys/paralegals ensuring preparedness for meetings, events, including assisting with preparation of presentation materials as requested
- Handle a variety of ad hoc requests by researching information and conducting analyses
- Partner with other members of the administration staff including but not limited to Business Operations and People Operations across the firm on various projects
- Manage, prioritize, and respond to routine email, standard mail, and other incoming requests as needed
- Maintain file and record retention
Qualifications
- 5 - 7 years of experience in a law office, preferred
- 5 years supporting a CEO, President, or Managing Partner
- Bachelor’s degree or equivalent experience required
- Ability to work independently and collaboratively as part of a team
- Maintain composure and calm demeanor in variety of challenging situations
- Possess high level of interpersonal skills to handle sensitive and confidential situations
- Interact and communicate with individuals at all levels of the firm
- Demonstrate high level of proficiency with MS Office
- Flexibility for overtime when needed
- Willingness and flexibility to step in and assist other administrative staff when needed
- Strong attention to detail and organizational skills
How to Apply
Thank you for your interest in Ramsbacher Prokey Leonard LLP. Please submit your cover letter and resume to:
Renisha Ladd
People Operations Manager
Ramsbacher Prokey Leonard LLP
Email: rladd@rpllawfirm.com
Equal Employment Opportunity
All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee’s race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation or preference, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law.
Business Operations Assistant/Billing Representative
Location: San Jose, CA, United States
About Ramsbacher Prokey Leonard LLP
Ramsbacher Prokey Leonard LLP is a respected boutique law firm with a reputation for innovative planning, an eye toward long-term risk management, and achieving family goals. Our firm emphasizes a team approach to devise cost-effective solutions to a variety of often-interconnected matters.
Based in downtown San Jose and Modesto, California, we represent high net worth individuals, families, and business statewide—and in tax matters, nationwide—in estate, tax, and succession planning, focusing on multigenerational wealth preservation.
We strive to be one of the best places to work. Whether starting or growing your career, Ramsbacher Prokey Leonard LLP provides a performance-driven culture, opportunity for professional achievement in a diverse and inclusive atmosphere.
Job Overview
The firm is seeking a Business Operations Assistant/billing representative for a position in our San Jose office. The primary function of this position is to directly support the Business Operations Manager in preparing and editing prebills, generating and sending client invoices, and internal bookkeeping. This position will also assist in general administrative duties such as answering in-coming calls, filing, scanning, copying, proofreading, processing correspondence, and other projects. This position will sometimes require coordinating with parallel positions to support other members of the firm on a project-by-project basis. The position may, on occasion, require work beyond normal business hours. Being able to prioritize assignments and handle a challenging workload is needed. Strong computer, phone, and organizational skills are required.
The perfect candidate is proactive, flexible, and committed to producing reliable work product. This position requires strong verbal and written communication skills, with a “can-do” attitude to assist in any and all tasks that may be required by the Business Operations Manager. Such responsibilities include, but are not limited to:
- Review time entries to ensure proper matter coding, billing rates, and compliance with attorney/client/e-billing guidelines.
- Follow up with attorneys to ensure timely return of prebills.
- Process all prebill revisions, including edit, transfer and write-off of time, and ensure timely and accurate preparation of client invoices.
- Distribute invoices to clients via mail, email, or e-billing, as required.
- Monthly review of Unapplied and Retainer accounts and timely application of same to client invoices.
- Respond to attorney and client billing requests and inquiries.
- Organize, update, and maintain client records and maintain files.
- Assist with preparation of routine documents.
- Assist with correspondence to clients.
- Handling standard clerical duties including but not limited to answering incoming calls, copying, opening and routing mail, and both electronic and standard file management.
Desired Qualifications
- Billing, accounting, and/or bookkeeping experience preferred.
- Experience in the areas of accounts receivable/payable.
- Experience coordinating with vendors, suppliers, and other service providers.
- General secretarial/administrative assistant experience.
- Bachelor's degree or equivalent experience.
- Proficient in Outlook, Excel, and Word.
- Law Firm experience and legal billing software is a plus.
- Understanding of electronic billing a plus.
- Strong written, verbal, and phone communication skills; ability to exchange information and to present ideas, report facts, and other information clearly and concisely.
- Ability to organize time and prioritize workload effectively.
- Ability to work both independently and alongside the Business Operations Manager.
- Team player.
- Customer service focused.
How to Apply
Thank you for your interest in Ramsbacher Prokey Leonard LLP. Please submit your resume to:
Renisha Ladd
People Operations Manager
Ramsbacher Prokey Leonard LLP
Email: rladd@rpllawfirm.com
Equal Employment Opportunity
All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee’s race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation or preference, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law.
Administrative Assistant
About Ramsbacher Prokey Leonard LLP
Ramsbacher Prokey Leonard LLP is a respected boutique law firm with a reputation for innovative estate and wealth planning with an eye toward long-term risk management and achieving family goals. Based in downtown San Jose with an additional office in Modesto, California, we represent high net worth individuals, families, and businesses statewide—and in tax matters, nationwide—in estate, tax, and succession planning, focusing on multigenerational wealth preservation. Our firm emphasizes a team approach to devise cost-effective solutions to a variety of often-interconnected matters.
We strive to be one of the best places to work. Whether starting or growing your career, Ramsbacher Prokey Leonard LLP provides a performance-driven culture, opportunity for professional achievement in a diverse and inclusive atmosphere.
Job Overview
Ramsbacher Prokey Leonard LLP is looking for an experienced, reliable, trustworthy administrative assistant who will be responsible for managing day-to-day administrative tasks supporting attorneys and paralegals. The ideal candidate is self-motivated, professional, team-oriented, and has a demonstrated track record of prioritizing tasks in a fast-paced environment. The ideal candidate will thrive in an ever-changing environment and excels in bringing order to situations.
Success in this role is being able to remain focused on business-critical tasks, while ensuring deadlines and goals are dealt with on time.
The key responsibilities of this role include, but are not limited to:
- Maintain confidentiality and professionalism continuously
- Juggle a high volume of critical tasks and prioritize administrative duties
- Manage and coordinate calendars, meetings, and travel of attorneys/paralegals
- Anticipate obstacles and creatively/strategically provide solutions
- Approach challenges with a solutions-minded perspective
- Perform successfully in high pressure situations with strict deadlines
- Possess professional phone etiquette
- Craft, proofread, and/or edit correspondence on behalf of the firm
- Handle a variety of ad hoc requests by researching information and conducting analyses
- Partner with other members of the administration staff including but not limited to Business Operations and People Operations across the firm on various projects
- Manage, prioritize, and respond to routine email, standard mail, and other incoming requests as needed
- Maintain file and record retention
Qualifications
- 3 - 5 years of experience in a law office, preferred
- 5-7 years administrative experience; preferred
- Bachelor’s degree or equivalent experience required
- Ability to work independently and collaboratively as part of a team
- Maintain composure and calm demeanor in variety of challenging situations
- Possess high level of interpersonal skills to handle sensitive and confidential situations
- Interact and communicate with individuals at all levels of the firm
- Demonstrate high level of proficiency with MS Office
- Flexibility for overtime when needed
- Willingness and flexibility to step in and assist other administrative staff when needed
- Strong attention to detail and organizational skills
- Fast learner
How to Apply
Thank you for your interest in Ramsbacher Prokey Leonard LLP. Please submit your cover letter and resume to:
Renisha Ladd People Operations Manager Ramsbacher Prokey Leonard LLP Email: rladd@rpllawfirm.comEqual Employment Opportunity
All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee’s race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation or preference, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law.