What are the responsibilities and job description for the Legal Assistant position at Inheritance Funding Company, Inc.?
Summary: Established San Francisco Financial Services company with 30 year history seeking a capable, self-starting, and team-oriented Legal Assistant to be an integral part of the organization's continued success.
This Position Has a Hybrid Work Schedule
3 days/week in our main SF Financial District office
2 day/week of remote work
Essential Duties and Responsibilities include the following. Other duties may be assigned:
About The Company
Inheritance Funding Company, Inc. (IFC) is a profitable, 30 year-old company that pioneered the inheritance advance business and is 100% employee owned. IFC works with assets passing through the probate court system, providing heirs with an advance on their inheritance by purchase of an Assignment of a portion of their future distribution from the probate estate. As a 100% employee-owned company, our enduringly low turnover rate illustrates our ability to enable our team members to thrive and build long-term careers.
This Position Has a Hybrid Work Schedule
3 days/week in our main SF Financial District office
2 day/week of remote work
Essential Duties and Responsibilities include the following. Other duties may be assigned:
- Prepare and review legal filing documents and ensure prompt service to all interested parties
- Ensure prompt and accurate filing and return of legal documents with courts nationwide
- Ensure company compliance with federal, state, and local laws and rules on all contracts
- Communicate effectively with the organization's sales, accounting and administrative personnel
- Provide legal support, including but not limited to word processing, editing, formatting, filing of legal briefs and other pleadings as requested by the senior legal team
- Perform general office activities such as answering telephones, processing incoming and outgoing mail, and securing confidential materials
- Analyze incoming legal correspondence, notices, pleadings and Court Orders
- Scan and forward physical client documents to sales and/or Legal Team
- Calendar hearing dates and follow-up deadlines
- Organize and maintain physical and electronic documents and client files
- Perform other duties and responsibilities as requested with eagerness and a positive, professional attitude.
- Previous office experience and proficiency in Microsoft Office Suite, especially Outlook, Word, Excel. Proficient in Adobe Acrobat. Proficient in navigating various web platforms via browser.
- Experience working within Customer Relationship Management (CRM) software
- Associate's degree, Bachelor's degree or equivalent strongly preferred but not required
- Direct experience as a Legal Assistant, File Clerk and/or Paralegal preferred but not required
- Experience with Probate and/or Estate Planning a plus but not required
- Currently a California Notary or willingness to take the CA Notary exam and be certified imminently
- Thorough, efficient, reliable, detail-oriented
- Excellent organizational and communication skills, verbal and written
- A positive, collaborative, can-do attitude
- Ability to work effectively both independently and with a team, often across departments
- Medical and Dental insurance
- Automatic and sizeable equity participation in Employee Stock Ownership Plan (ESOP)
- Healthcare Flexible Spending Account (FSA)
- Dependent Care Flexible Spending Account (FSA)
- Life and Disability insurance
- 401(k) with Employer Match
- Commuter benefits
- PTO
- Quarterly profit-sharing bonuses
About The Company
Inheritance Funding Company, Inc. (IFC) is a profitable, 30 year-old company that pioneered the inheritance advance business and is 100% employee owned. IFC works with assets passing through the probate court system, providing heirs with an advance on their inheritance by purchase of an Assignment of a portion of their future distribution from the probate estate. As a 100% employee-owned company, our enduringly low turnover rate illustrates our ability to enable our team members to thrive and build long-term careers.
