Legal Assistant Expert

3 weeks ago


San Jose, California, United States Edgar Law Group, LLP Full time

We're looking for a dedicated Legal Assistant Expert to provide top-notch support to our Legal & Tax Teams at the Edgar Law Group, LLP. This role involves providing administrative support, handling client communications, and maintaining accurate records.

The ideal candidate will be highly organized, able to multitask efficiently, and possess excellent communication skills. A strong background in administrative support and client relations is essential for success in this role.

Key Responsibilities:
  • Administrative Support:
    • Provide administrative support to the Legal & Tax Teams, including scheduling appointments, managing calendars, and maintaining accurate records.
    • Handle correspondence, including emails, letters, and thank-you notes.
    • Organize client files and ensure all correspondence is documented accurately.
  • Client-Focused Tasks:
    • Act as the first point of contact by answering calls and greeting visitors, ensuring a warm and professional environment.
    • Follow up with potential new clients before and after initial consultations to ensure all necessary documentation and engagement materials are provided and received.
    • Interact with clients to build relationships through phone, email, and in-person; schedule appointments and meetings, ensuring clear communication of expectations.
    • Schedule and maintain appointments for clients and prospects, coordinating with team calendars to ensure deadlines are met.
    • Assist in the onboarding process for new clients, including preparing engagement agreements and collecting necessary documentation.
    • Maintain consistent and effective communication with clients to update them on appointments, deliverables, and firm expectations.
  • Legal Support Tasks:
    • Maintain and organize the firm's calendar to track statutory deadlines, court appointments, and tax filings.
    • Coordinate with the IRS, courts, and administrative agencies to manage schedules for hearings, motions, and appearances.


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