We have an exciting opportunity to join our premier Estate Planning, Trust/Probate Administration and Elder Law Firm. This position demands a responsible and organized professional to support the Attorneys and Legal Assistants in an administrative fashion. We are extremely service oriented and pride ourselves on helping our multi-generational clients. This position is demanding and fast-paced, yet extremely rewarding.
The ideal candidate must be customer service driven and have extreme attention to detail. Excellent time management and computer skills are required to excel in this position. Experience in Time Matters or other practice/business management software is a plus. Notary Public is a plus. Experience in Estate Planning, Probate, Trusts and Estates Administration is desired, however, experience with Real Property Transfers in financial institutions, or with Tax may be substituted. A college degree is desired, however a relevant combination of formal education and experience will be considered. We offer competitive benefits after successful completion of 90 day probationary period.
Please submit both your Resume and Cover Letter in MS Word or PDF only. Any applicants who do not submit both will not be considered.
Please no phone calls following up. We will contact the candidates.
Competitive benefits and compensation package commensurate with experience.
DESIRED SKILL-SET AND RESPONSIBILITIES:
Ability to work closely with clients in a patient and compassionate manner
Excellent customer service and interpersonal skills on the phone as well as in person
Detail oriented and organized, ability to manage own caseload and meet deadlines
Ability to gather, organize and analyze asset information
Prepare deeds and supporting documents, affidavits, draft inventory, allocation memorandums and asset transfer documents
Marshal Estate Planning matters from intake though funding
Ability to work well as part of a team as well as independently
Excellent oral communication, interpersonal, written communication and time management skills
Ability to maintain confidentiality and privacy
Ability to provide clerical and administrative support and other duties as required
REQUIREMENTS:
College degree desired, but relevant experience will be considered
Ability to independently manage workload in a timely manner, track deadlines
Proficient with Word, Excel, Outlook, and Time Matters with ability and willingness to learn technology quickly
Excellent interpersonal skills working with clients, financial institutions, government agencies, attorneys & fellow team members.
Strong attention to detail with 100% accuracy
Ability to work in a high pressure, deadline driven environment
High degree of integrity, discretion and confidentiality
Neat and professional appearance
Notary Public Required
Ideal candidate may have previously worked as elder law paralegal - estate planning paralegal - probate paralegal - elder law legal assistant - elder law legal assistant - estate planning legal assistant - trust litigation paralegal - estate litigation legal assistant - paralegal legal assistant - law firm legal assistant - medi-cal paralegal - medi-cal legal assistant - probate legal assistant
Job Type: Full-time
Pay: $23.00 - $30.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Travel requirement:
Education:
Experience:
- Microsoft Office: 3 years (Preferred)
License/Certification:
- Certified Notary Public (Preferred)
- Paralegal Certificate (Required)
Work Location: In person