Legal Assistant

Law Office of Susan A. Katzen; Newport Beach (CA); On-site; USD 26,000 - 34,000; Full time

Benefits offered by this job

Health and vision insurance

Paid time off

401(k) with employer matching

Volunteer opportunities

Job summary

Law Office of Susan A. Katzen in Newport Beach, CA is seeking a friendly Legal Assistant to join our Trusts, Estates, and Special Needs practice. You will be the main point of contact for clients, handle essential administrative tasks, and provide support to our attorneys and staff.

This full-time, on-site role offers opportunities for growth toward paralegal responsibilities and professional development. This full-time, on-site role offers professional development toward paralegal

Qualifications

• Associate degree required; Bachelor's degree preferred.
• At least 6 months of experience in a law firm.
• Detail-oriented, able to work independently, and takes initiative.
• Strong administrative and customer service skills.
• Positive, high-energy team player who is results-oriented.
• Proficient with Word/Excel; knowledge of Actionstep a plus.

Responsibilities

• Answer phones, welcome clients, and set up conference rooms for meetings.
• Schedule and confirm appointments.
• Document and update client statuses, appointments, and calls in the firm’s system.
• Communicate with clients by phone, in person, and by email.
• Prepare and maintain paper and electronic case files.
• Assist with preparing estate planning binders and client meetings.
• Receive and process daily mail; maintain front office and conference areas.
• Support team members as needed.

Skills

Administrative skills

Customer service

Detail oriented

Independent worker

Education

Associate Degree

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Actionstep

Job description

Are you a friendly and positive individual with excellent administrative and customer service skills? Do you aspire to work at a law firm that is passionate about making a positive impact? Our firm specializing in Trusts, Estates, and Special Needs law, is currently looking for a Legal Assistant who is interested in a stable position with room for professional development, thrives in a supportive team setting, and is eager to tackle new challenges. As the main point of contact for clients, you will be responsible for managing essential administrative tasks, delivering outstanding customer service, and ensuring client satisfaction while providing support to our lawyers and staff. We are searching for a team player who brings energy, optimism, and a proactive attitude to their work every day. This role offers opportunities for growth for individuals interested in pursuing a career as a paralegal or advancing in the legal field. In addition to a competitive salary, we provide an array of benefits, including Continuous training and growth opportunities, paid time off for vacations, sick days, and holidays, Health and vision insurance, and a 401(k) plan with employer matching (subject to eligibility). Our dedication to supporting the special needs community extends to year-round volunteer opportunities. Please note that this is a full-time, on-site position.

Responsibilities:

• Answer phones, welcome clients, and set up conference rooms for meetings
• Schedule and confirm appointments
• Document and update client statuses, appointments, and phone calls in the firm’s practice management system
• Communicate with potential and existing clients by phone, in person, and by email
• Prepare and maintain paper and electronic case files
• Assist with preparing estate planning binders
• Assist with client meetings
• Receive and process daily mail
• Copy, scan, file, and assist with office supply organization
• Maintain front office area, conference room, and other common areas
• Assist team members when they need a hand

Qualifications:

• An Associate Degree is required for this position, although a Bachelor's Degree is highly preferred
• Candidates should have a minimum of 6 months of experience working in a law firm environment
• The ideal candidate must be detail-oriented, able to work independently, and take initiative
• Strong administrative skills and a background in customer service are essential
• We are looking for a positive, high-energy team player who is results-oriented
• Proficiency in Microsoft Word and Excel is required, and knowledge of Actionstep is a plus
• Candidates must be computer savvy and comfortable working with various computer programs, databases, and systems
• A reliable commute or willingness to relocate prior to starting the position is necessary

Compensation:

$19 - $25 hourly DOE