Legal Assistant

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.