Job description

Bay Wealth Legal Group is a busy boutique estate planning firm looking for a full-time legal/administrative assistant to work in-person at our office in downtown San Carlos, CA. The ideal candidate will have the following:

Qualifications

• Proficiency using Windows-based software such as Outlook, Microsoft Word, Adobe, and Excel.
• Prior experience in an administrative role and/or office environment. Legal experience or interest in the law is a plus. Motivation to learn and understand basic relevant legal terminology and concepts will serve you well in this position.
• Excellent organizational and time management skills. Ability to successfully prioritize short and long-term projects as received on a rolling basis.
• Detail-oriented when completing individual tasks (drafting and proofreading written materials, updating tracking lists, etc.). Approach each project with care and attention to quality.
• Dedicated to the “big-picture” success of the firm. (Identifying meaningful ways to support attorneys, learning and improving-upon existing systems, and contributing to a pleasant and productive work environment).
• Characteristics we especially appreciate in this role include: friendly, outgoing, adaptable, attentive, empathetic, supportive, independent, observant, responsible, trustworthy, and intelligent. This position requires a strong work ethic, self-starting drive, and a sense of accountability.

Responsibilities

• Fulfill administrative requirements including answering and directing phone calls, welcoming visitors, scheduling meetings, updating files/records for each matter, sending electronic and hard-copy draft documents, and coordinating with vendors.
• Initiate client intake process by scheduling conferences, drafting engagement letters and gathering documentation to establish client files in accordance with firm procedures.
• Communicate with clients promptly and professionally throughout the entirety of their legal matter.
• Assist with data entry (using Excel, PracticePanther and HotDocs) to prepare for document drafting.
• Maintain client/matter lists to monitor client-firm communication, coordinate scheduling, and track the status of ongoing tasks.
• Support attorneys when preparing for signing conferences. Assemble Estate Planning and LLC document packages with executed documents, and draft cover letters.
• Extensive written and oral communications with clients.
• This role is full-time working in the office with a mix of client interaction via phone, zoom and in-office.

We would love to fill this role with an individual who intends to secure long-term employment. This would be an ideal position for someone who is committed to a career as an administrative assistant, legal secretary, or office manager. We are willing to train the right candidate.

Bay Wealth Legal Group is an estate planning boutique firm based in downtown San Carlos. We serve business owners, families, individuals and professionals from across the Bay Area on all aspects of estate and wealth transfer planning, and post mortem matters involving probate, estate and trust administration.

Please do not contact the client directly, and respond to the job post on Indeed, or contact our Search Coordinator, Ricci Victorio at ricci@victorioconsulting.com.

Job Type: Full-time

Pay: $61,515.00 - $66,474.00 per year

Benefits:

• 401(k)
• Free parking
• Health insurance
• Opportunities for advancement
• Paid sick time
• Paid time off

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Ability to commute/relocate:

• San Carlos, CA 94070: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Will you now or any time in the future require a Work Permit?

Education:

• Bachelor's (Required)

Experience:

• Administrative: 3 years (Required)
• Microsoft Office: 5 years (Required)
• Wills, trusts, & estate law: 1 year (Preferred)
• Legal: 1 year (Required)

Work Location: One location

oacadventures.ca is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, oacadventures.ca provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, oacadventures.ca is the ideal place to find your next job.