What are the responsibilities and job description for the Legal Assistant - Probate Trust Administration position at Hermance Law?
Description
Excited about the opportunity to join a respected estate planning law firm in Ventura, CA as a dedicated Legal Assistant specializing in Probate & Trust Administration? We are looking for a team player who can provide both administrative support and legal aid to our lawyers. Your role will be crucial in ensuring the efficient functioning of our firm and delivering exceptional service to clients. We encourage applications from those interested in part-time or full-time roles. Join us as a valuable team member and contribute to our ongoing success.
Responsibilities
- Manage and oversee client files to ensure accuracy and completeness of documentation, including facilitating the onboarding process for new clients.
- Assist attorneys in preparing for consultations and client meetings.
- Complete court forms, handle mailings and file necessary documents for cases.
- Communicate with clients both in person and over the phone, addressing inquiries and providing regular updates on case progress.
- Execute administrative duties such as data entry, filing, and maintaining records while meeting all filing deadlines.
- Update and maintain the firm's case management system with precise and current information.
- Uphold strict client confidentiality guidelines and safeguard sensitive information.
- Collaborate efficiently with attorneys, fellow legal assistants, and support staff to ensure smooth workflow.
- Engage in continuous professional development activities to enhance knowledge and skills in estate planning law.
- Provide necessary administrative support to contribute to the overall efficiency of the firm.
Qualifications
