Legal Admin & Client Services Specialist

CaseAdvance; California (MO); On-site; USD 39,000 - 50,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vacation days (up to 10)

Paid holidays

Team bonus

Job summary

CaseAdvance is seeking an Administrative Office Assistant/Customer Service Rep to support a small team in a full-time role. The position involves extensive customer contact, basic bookkeeping, and administrative duties in a busy office near South Coast Plaza.

The ideal candidate has 2–3 years in a professional office, proficiency with Word, basic Excel, and QuickBooks. Travel to Orange County/LA for client meetings may be required.

Qualifications

• High School Diploma or GED; some college experience preferred but not required.
• 2-3 years of experience in a professional office environment with similar duties.
• Experience in a law firm or for a legal vendor is a plus but not required.
• Proficiency with Word (55 WPM) and some knowledge of Excel; QuickBooks or similar accounting software experience; Salesforce or other CRM exposure is a plus.
• Reliable transportation for travel to off-site client meetings in Orange County and Los Angeles.

Responsibilities

• Basic bookkeeping and accounts payable processing using QuickBooks or similar software.
• Outbound calls to existing and prospective customers regarding account status.
• Handle incoming calls from prospective clients and law firms.
• Office administrative tasks: copying, scanning, faxing, outbound FedEx shipments, filing contracts and materials.
• Schedule appointments, perform follow-up calls, and prepare hard-copy mailings.
• Support other office personnel with overflow tasks.

Job description

CaseAdvance is seeking an Administrative Office Assistant/Customer Service Rep to support a small team in a full-time role. The position involves extensive customer contact, basic bookkeeping, and administrative duties in a busy office near South Coast Plaza.

The ideal candidate has 2–3 years in a professional office, proficiency with Word, basic Excel, and QuickBooks. Travel to Orange County/LA for client meetings may be required.