What are the responsibilities and job description for the Legal Assistant - Estate Planning position at Law Offices of Cheri E. Michaelis?
Twice a year BONUSES.
Law Offices of Cheri E. Michaelis is a small business estate planning law firm in LEGAL. We are inclusive, fast-paced, supportive and our goal is to help clients provide for loved ones. We are looking for a self motivated legal assistant to join our team. Candidates should enjoy speaking with clients and have excellent customer service and writing skills.
Our work environment includes:
- Hybrid work schedule
- Twice a year BONUSES
- Company benefits
- On-the-job training and support
- Growth opportunities
- 401k
- Pension plan
REQUIREMENTS:
- Outstanding customer service skills.
- Two years experience Estate Planning, Trust Administration, and/or Probate preferred.
- Two years customer service experience required.
- Bachelor's degree or paralegal certificate.
- Excellent writing and proofreading skills.
- Two years experience MS Word and Outlook required.
- Attention to detail.
- Punctual.
- Organized.
RESPONSIBILITIES:
- Reviewing documents with clients.
- Billing for client work.
- Answering phone and performing client intake.
- Scheduling meetings and organizing calendar.
- Responding to client emails and phone inquiries.
- Preparing cover letters and client correspondence.
- Preparing and reviewing estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
- Preparing and reviewing trust administration and probate matters.
TO APPLY: Please first take Indeed phone screen and assessment test and reply via email only. No phone calls please.
Job Types: Full-time, Part-time
Pay: $22.00 - $25.00 per hour
Benefits:
- 401(k)
- Flexible schedule
- Paid sick time
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
Travel requirement:
- No travel
Ability to commute/relocate:
- San Jose, CA 95131: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Customer service: 2 years (Required)
- Wills, trusts, & estate law: 2 years (Preferred)
- Microsoft Office: 2 years (Required)
Work Location: Hybrid remote in San Jose, CA 95131
Salary : $22 - $25