Add your latest resume to match with open positions.

10 results for Paraplanner in Orinda, CA

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Paralegal

Los Altos, CA
onsite
Permanent / Full Time
85000 - 130000 USD / Yearly
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision. Responsibilities: • Organize and analyze asset information to support trust and estate administration processes. • Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding. • Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters. • Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions. • Manage court filings, eFilings, discovery processes, and service of legal documents. • Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds. • Create fiduciary reports and accountings to ensure compliance and accuracy. • Review and prepare Estate and Gift Tax returns with attention to detail. • Maintain organized physical and electronic client files for seamless access and management.
2026-04-01T00:00:00Z

Paralegal

San Francisco, CA
remote
Permanent / Full Time
90000 - 160000 USD / Yearly
We are looking for an experienced and detail-oriented Real Estate Paralegal to join an established team in San Francisco, California. This role focuses on supporting commercial real estate transactions, including title and survey reviews, lease summaries, and closing coordination. If you thrive in a dynamic environment and enjoy working on complex projects, this position offers an excellent opportunity to grow your career. This role can be primarily REMOTE as long as the candidate resides in California, Colorado, and/or Texas. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans. Responsibilities:• Conduct thorough reviews and analyses of title and survey documents to identify and address issues, negotiating revisions as needed.• Prepare and draft transaction-related documents, including leases, estoppels, SNDAs, and loan agreements.• Coordinate and manage closing activities, including collecting and delivering signatures, preparing closing instructions, and liaising with escrow and title companies.• Assist in the formation of entities, drafting operating agreements, and obtaining relevant certificates and good standing documentation.• Summarize and maintain timelines for critical events in purchase and sale agreements to ensure deadlines are met.• Handle due diligence reviews and manage post-closing activities, including the collection and distribution of transaction materials and preparation of closing binders.• Collaborate on finance-related tasks such as loan modifications, title work, and documentation for real estate financing.• Incorporate online tools to enhance efficiency and accuracy in workflow management.• Provide training and guidance to new staff and attorneys on processes and best practices.• Support administrative tasks, including updating case files, organizing documents, and managing mailings and scanning.
2026-04-02T00:00:00Z

Paralegal

San Francisco, CA
remote
Permanent / Full Time
80000 - 120000 USD / Yearly
We are looking for an experienced and detail-oriented Paralegal to join our team in San Francisco, California. This position offers an opportunity to work on meaningful cases, primarily in personal injury and sexual assault litigation, within a fully remote and collaborative environment. The ideal candidate will demonstrate initiative, reliability, and the ability to manage sensitive matters with professionalism and discretion. Responsibilities: • Manage discovery processes, including drafting and responding to interrogatories, document production, and filings. • Assist in trial preparation by organizing evidence, preparing exhibits, and coordinating logistics. • Maintain accurate and timely calendaring of deadlines, hearings, and other case-related events. • Collaborate with attorneys to ensure thorough case management and strategic planning. • Handle sensitive cases with professionalism and confidentiality, particularly those related to sexual assault. • Communicate effectively with clients and team members to facilitate case progress. • Utilize case management software to organize and track case details efficiently. • Contribute to a small, fully remote team by demonstrating initiative and self-direction. • Ensure all filings and court submissions meet required standards and deadlines.
2026-04-08T00:00:00Z

Paralegal

Burlingame, CA
onsite
Permanent / Full Time
73000 - 90000 USD / Yearly
We are looking for a detail-oriented Paralegal to join an established law firm in Burlingame, California. This role involves coordinating litigation matters, maintaining organized case records, and assisting attorneys with day-to-day case activity. The ideal candidate brings strong administrative judgment, comfort with legal technology, and the ability to manage multiple deadlines in a fast-paced environment. Responsibilities:• Coordinate and track an active caseload, ensuring files, deadlines, and case materials remain accurate and up to date.• Prepare, organize, and submit legal documents through electronic filing systems in accordance with court requirements.• Provide day-to-day support to attorneys by gathering documents, maintaining matter files, and assisting with case preparation.• Maintain and update case information within legal databases and case management platforms to support efficient workflow.• Assist with litigation activities such as document organization, drafting support, and deadline monitoring.• Manage calendars related to hearings, filings, and key case milestones to help keep matters on schedule.• Handle administrative and records-related tasks connected to claims, complaints, billing support, and matter tracking.
2026-04-21T00:00:00Z

Paralegal

Emeryville, CA
remote
Permanent / Full Time
75000 - 110000 USD / Yearly
Bay Area law firm is seeking an experienced Insurance Litigation Paralegal to join their team in California. This position focuses on insurance coverage litigation and involves working remotely with a dynamic group of professionals. The ideal candidate will play a crucial role in supporting attorneys through all stages of litigation while ensuring efficiency and organization in complex cases. Responsibilities:• Provide comprehensive support to attorneys during all phases of insurance coverage litigation, including research, drafting pleadings, discovery, and trial preparation.• Maintain and organize case files, exhibits, and litigation schedules to ensure smooth case management.• Draft, review, and edit legal documents such as correspondence, motions, and pleadings.• Facilitate communication with clients, witnesses, experts, and court personnel to coordinate case activities.• Conduct in-depth legal research and summarize findings to assist attorneys in case strategy.• Manage electronic discovery processes and maintain digital records efficiently.• Monitor deadlines and ensure timely filing of court documents.• Collaborate with the legal team to prepare trial exhibits and presentations.• Stay updated on court filing requirements and legal procedures to ensure compliance.
2026-04-01T00:00:00Z

Paralegal

San Jose, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are seeking a skilled Paralegal to join our team in our San Jose, California branch. The role involves working closely with attorneys in handling various aspects of litigation within the industry that requires a high level of attention to detail. This position offers an exciting opportunity to apply your skills in Civil Litigation, Motions, Briefs, and Trial Preparation. Responsibilities:• Assisting attorneys with the management and preparation of legal documents, including motions, complaints, and briefs.• Handling client and witness interviews for hearing, deposition, and trial.• Conducting thorough and accurate legal support work as permitted by the rules of the California State Bar.• Utilizing exceptional communication and analytical skills to resolve complex legal issues.• Working independently and collaboratively with the team to ensure legal tasks are completed efficiently.• Managing evidence in an organized manner to assist attorneys in the litigation process.• Utilizing creative thinking and problem-solving skills to tackle legal challenges.• Maintaining a high level of performance and delivering measurable results.
2026-04-21T00:00:00Z

Paralegal

Emeryville, CA
onsite
Temporary to Hire
30 - 40 USD / Hourly
A plaintiff‑side civil litigation firm in Emeryville focused on asbestos litigation is seeking a Paralegal for a contract‑to‑hire opportunity to support its team amid a high‑volume caseload. This role is onsite and is best suited for someone who thrives in a fast‑paced, collaborative office environment.The practice is ideally seeking a paralegal with plaintiff‑side experience who can help the team stay organized and on track. The firm is open to candidates with a solid litigation foundation, particularly those comfortable supporting multiple attorneys and juggling a busy docket. Responsibilities<ul><li>Support multiple attorneys on asbestos litigation matters</li><li>Assist with discovery, including drafting and organizing responses, managing productions, and tracking deadlines</li><li>Prepare and maintain motion shells and assist with filings</li><li>Manage a high volume of active cases and shifting priorities</li><li>Organize pleadings, correspondence, and case materials with strong attention to detail</li><li>Work within a structured, hierarchical team environment while responding to competing attorney needs</li></ul>
2026-04-14T00:00:00Z

Paralegal

Oakland, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
We are looking for a Paralegal to join a respected law firm in Oakland, California, supporting a trusts and estates practice with an emphasis on probate and conservatorship matters. This position is well suited for someone early in their legal career who wants to deepen their experience in a specialized area of law while working closely with attorneys and clients. The ideal candidate brings strong organizational abilities, sound judgment, and a thoughtful approach when assisting individuals through sensitive legal situations. Responsibilities: • Coordinate probate and conservatorship cases from initial intake through final resolution, ensuring each matter progresses efficiently. • Prepare, assemble, and submit court filings while maintaining accurate and well-organized case records. • Draft legal materials such as petitions, notices, pleadings, and related supporting documents for attorney review. • Monitor filing deadlines, hearing schedules, and procedural requirements to keep matters on track. • Serve as a reliable point of contact for clients, court personnel, and outside parties, communicating with tact and empathy. • Maintain client files, correspondence, and supporting documentation in a consistent and accessible manner. • Provide day-to-day administrative and case support to attorneys within the trusts and estates team.
2026-04-20T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-03-30T00:00:00Z