Job description

We are looking for a responsible Legal Assistant to perform a variety of administrative and clerical tasks. Duties of the Legal Assistant include providing support to our attorney(s) and assisting in daily office needs and managing our company’s general administrative activities.

Legal Assistant responsibilities include calendaring client meetings for the attorney(s), emailing clients intake sheets, scanning documents; correspondence with legal insurance; obtaining basic client information and explaining the standard procedures to clients.

Legal Assistant responsibilities also include wealthcounsel drafting software data entry of client information from lawyer templates; drafting deeds from lawyer templates; and other estate planning documents such as durable power of attorney and advanced health care directive.

This role also includes mail outs to the county recorder and supporting paralegal(s) with mail out notices for trust administration.

The ideal candidate should have excellent oral and written communication skills and be able to organize their work using tools. If you have previous experience as a Secretary or Executive administrative assistant and familiarity within our legal industry of estate planning, we’d like to meet you.

Ultimately, a successful Legal Assistant should ensure the efficient and smooth day-to-day operation of our office.

Notary public preferred

Those interested in the field of law preferred - this office runs a mentorship program into law school

Responsibilities

• Organize and schedule appointments
• Plan meetings and take detailed minutes
• Write and distribute email, correspondence memos, letters, faxes and forms
• Assist in the preparation of estate planning documents
• Develop and maintain a filing system
• Update and maintain office policies and procedures
• Order office supplies and research new deals and suppliers
• Maintain contact lists
• Book travel arrangements
• Provide general support to visitors
• Act as the point of contact for internal and external clients

Skills

• Proven experience as an administrative assistant or office admin assistant
• Knowledge of office management systems and procedures
• Working knowledge of office equipment, like printers and scanners
• Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem solving skills
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task
• High School degree; additional qualification as an Administrative assistant or Secretary will be a plus

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Sunnyvale, CA 94085: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)

Work Location: In person

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