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Job Details

Legal Assistant/secretary estate Planning

Experience
1 yrs required

Location
Laguna Niguel, CA, United States

Posted on
Sep 15, 2020

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Legal Assistant/secretary (estate Planning)
The candidate will be supporting the owner/attorney of the company. This individual will assist the attorney by reviewing files to obtain information needed to prepare complete and accurate legal documents in a timely manner. Will communicate with clients and notary regarding scheduling and preparing for upcoming meetings. This individual will be responsible for writing correspondence and recording Deeds. Provide administrative support to attorney. Accurately preparing legal documents. Prioritizing tasks and assignments. Providing support to clients who have retained our firm. Ensuring client information is entered accurately and completely into our system. Obtaining, reviewing and updating client information as needed. Keeping accurate records of transactions and communications. Communicating with clients by telephone and by email. Preparing invoices detailing legal services performed on clients’ behalf. Providing excellent customer service. Maintaining a knowledge base of our services. BA preferred, but college enrollees will be considered. Cumulative GPA of 3.5 or higher preferred. 6-8 months of business office experience required. Proficiency in Word, Outlook, and Excel required. Ability to troubleshoot computer and printer issues required. Excellent customer service skills required. Effective written skills and clear verbal communication skills are required. Strong attention to detail are required. A strong work ethic and commitment to excellence are required.

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