Legal Document Assistant

2 weeks ago

Palm Desert, United States ProSe Legal Inc Full time

Do you want to work in a high-energy, growth-oriented environment where you will be challenged and appreciated? Come work with ProSe Legal Service -- the top provider of personalized legal document preparation in the Inland Empire. At ProSe Legal Service, we pride ourselves on our growth potential, knowledgeable staff, and, most importantly, excellent customer satisfaction. When you join ProSe, you’ll be among a team of friendly, experienced professionals who are eager to advance their careers and build a loyal base of ProSe clientele.

The Legal Document Assistant plays an important role in working directly with clients. LDA’s as part of the ProSe team, the Legal Document Preparer performs a multitude of legal tasks such as, receiving and qualifying new and prospective clients, conducting legal research, drafting, organizing, and preparing documents for presentation and review with clients.

**Do these things interest you? You will**:

- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.
- Set appointments for potential clients that meet our criteria to keep ProSe Legal’s schedules organized and grow our caseload.
- Complete new client onboarding and maintain current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
- Obtain pertinent information from potential clients by asking them a series of questions courteously and professionally.
- Draft a wide array of legal documents including Petitions, Declarations, and Judicial Council Forms.
- Meet with clients to review, sign, and finalize their legal documents.
- Submit documents with different government entities including Superior Courts and County Recorders.

**What we look for?**
- Experience performing substantive legal work in several of the following areas of law: Estate Planning, Probate, Family Law, Guardianships, Business Formation, Deed Preparation, and/or Immigration.
- At least 2-3 years’ experience either in a law office or document preparation business.
- Paralegal Degree or Legal Document Preparer Registration
- Notary
- Comfortable in visiting clients and potential clients to evaluate needs or promote ProSe Legal services
- Ability to work independently and in a team environment
- Excellent customer service skills
- Excellent oral and written communication skills
- Excellent time management skills with a proven ability to meet deadlines
- Bilingual is a plus.

**Why ProSe Legal Service?**
ProSe Legal Service is the local neighborhood solution for clients who don’t want to outsource their personal legal documents to the internet. We save our clients hundreds on filing fees while offering more peace of mind as they navigate the legal process. However, we don’t stop at top-tier document preparation. ProSe Legal uniquely focuses on building long-lasting relationships with our community members which we believe translates to more loyal clients. We’re proud to serve our neighbors now and for years to come.

Pay: $20.00 - $25.00 per hour

**Benefits**:

- Health insurance

Schedule:

- 8 hour shift
- Holidays
- Monday to Friday
- Weekends as needed

**Education**:

- High school or equivalent (preferred)

**Experience**:

- Microsoft Office: 1 year (preferred)
- Paralegal: 1 year (required)

Work Location: In person

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