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Estate Planning Assistant

2 months ago

Santa Rosa, California, United States Certified Employment Group Full time
Job Overview

We are seeking a highly organized and detail-oriented Estate Planning Assistant to join our team at Certified Employment Group. As a key member of our administrative staff, you will provide exceptional support to our attorneys and clients in the estate planning process.

Key Responsibilities:

  • Appointment Scheduling and Calendar Management: Coordinate scheduling for attorneys, set up appointments, and manage calendaring.
  • Data Entry and Documentation: Accurately enter data and prepare legal documents, ensuring all paperwork is meticulously organized.
  • Binder Preparation: Compile and prepare binders with necessary paperwork for client meetings and court appearances.
  • Software Proficiency: Utilize Clio legal software for case management and documentation.
  • Client Interaction: Greet clients warmly and handle front-office duties with a professional, friendly attitude.
  • Attention to Detail: Ensure all tasks are completed with a high level of accuracy and thoroughness.
  • Estate Planning Support: Assist with estate planning processes, including the preparation of grant deeds and other related documents.
  • Knowledge of Legal Documents: Have a solid understanding of legal documentation and procedures relevant to estate planning.

Requirements:

  • Experience: Must have prior experience working in a law firm, particularly in estate planning.
  • Skills: Strong organizational skills with impeccable attention to detail.
  • Software: Proficiency in Clio legal software or similar case management tools.
  • Personality: Happy, positive, and client-focused with excellent interpersonal skills.
  • Work Environment: Must be comfortable working full-time in-house in a small office setting.

Benefits:

  • Comprehensive benefits package including health, dental, vision insurance and 401k.