Estate Planning Assistant
4 days ago
Job Overview
Certified Employment Group is seeking an experienced Estate Planning Assistant to join our team in Santa Rosa, CA. As a key member of our law office, you will provide administrative support to our attorneys and help ensure the smooth operation of our estate planning practice.
Key Responsibilities
- Schedule appointments and manage attorney calendars to coordinate meetings.
- Accurately input information and prepare legal documents, maintaining impeccable organization.
- Compile and organize client binders and other materials for meetings.
- Use Clio or similar legal software for case and document management.
- Welcome clients warmly and handle front-office duties with professionalism.
- Ensure all work is completed with accuracy and precision.
- Assist with estate planning tasks, including preparing grant deeds and other related documents.
- Understand and manage legal documentation and procedures specific to estate planning.
Required Skills and Qualifications
- Previous experience in a law firm setting, particularly in estate planning, is required.
- Must be detailed, making sure all T's are crossed, spelling is accurate and format is professional.
- Strong organizational skills, attention to detail, and the ability to multitask effectively.
- Proficiency in Clio or similar case management software is preferred.
- Positive, cheerful, and client-focused, with excellent interpersonal skills.
- Must thrive in a full-time, in-house position in a small office setting.
Estimated Salary Range: $30-35 per hour (dependent on experience)
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