
Estate Planning Administrative Professional
2 weeks ago
- Calendar Management: Manage attorneys' calendars, schedule appointments, and coordinate meetings.
- Document Preparation: Prepare, proofread, and organize legal documents and correspondence.
- Client File Maintenance: Maintain organized client files (both physical and digital).
- Reception Duties: Provide light reception duties, including answering incoming calls, routing messages, and welcoming visitors.
- Billing Support: Assist with billing support, document assembly, and data entry.
- Office Operations: Monitor and order office supplies, and perform other administrative tasks as needed.
- Ability to work effectively in a fast-paced environment and meet deadlines with quick turnaround times.
- Some college is preferred; high school diploma or equivalent is required.
- Candidates should be able to type at least 50 words per minute.
- 1-2 years of prior experience in a law firm environment as a secretary or administrative assistant.
$18 - $22 hourly.
About Us:We're a mission-driven team focused on helping families protect what matters most and build a lasting legacy.
Our vision is to transform how estate planning is delivered by combining legal, financial, and personal guidance under one roof.
We believe in proactive planning, trust-based relationships, and making a positive, lasting impact on the lives of the families we serve.
We foster a culture of collaboration, integrity, and continuous growth.
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