Legal Records Assistant: Order Entry & Client Support

Kelly; Covina (CA); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Transit savings account

Holiday pay

Short-term disability

Legal plan

Job summary

Kelly is seeking an energetic, positive, and professional office representative to support legal document and litigation services for workers’ compensation and legal claims. You’ll process orders, manage accounts, and communicate with clients and records custodians in a fast-paced setting.

The role focuses on adaptability, learning quickly, and using modern office technology while delivering high-quality service from request to completion.

Qualifications

• Experience in at least one of these settings: a law firm, an audit company, third-party claims adjusting, or third-party risk management.
• Effective written and verbal communication skills.
• Professional phone etiquette.
• Strong attention to detail.
• Self-motivated, dependable, and organized.
• Ability to adapt, learn quickly, and multitask in a fast-paced environment.
• Comfort using modern office technology.
• Typing speed and accuracy of at least 35 words per minute.

Responsibilities

• Process orders and manage customer accounts.
• Provide customer support and communicate with clients and records custodians.
• Develop product knowledge to respond to questions and support client needs.
• Answer inbound calls and make outbound calls.
• Verify data and maintain accurate records.
• Follow up with clients, custodians, and team members.
• Route work and complete research assignments.
• Create, save, and mail letters.
• Prepare and handle reports.
• Update orders with clear, detailed notes.
• Collaborate with the team and manage projects and tasks through completion.
• Perform work carefully and accurately while meeting deadlines.

Skills

Law firm experience

Audit background

Third-party claims

Risk management

Job description

Kelly is seeking an energetic, positive, and professional office representative to support legal document and litigation services for workers’ compensation and legal claims. You’ll process orders, manage accounts, and communicate with clients and records custodians in a fast-paced setting.

The role focuses on adaptability, learning quickly, and using modern office technology while delivering high-quality service from request to completion.