Legal Assistant — Growth Path in Trusts & Estates

Law Office of Susan A. Katzen; Newport Beach (CA); Presencial; USD 26.000 - 34.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health and vision insurance

Paid time off

401(k) with employer matching

Volunteer opportunities

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Administrative skills

Customer service

Detail oriented

Independent worker

Educación

Associate Degree

Bachelor's degree preferred

Herramientas

Microsoft Word

Microsoft Excel

Actionstep

Descripción del empleo

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