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Location : California - Calabasas
Refer to Job # NNPE861788
Salary and Benefits: The Law Office of Colette T. Davis offers a competitive salary and benefits package. The salary range for this position is $45,000 - $55,000 annually, commensurate with experience. Benefits include medical, dental, vision, life, and disability insurance, 401(k) plan, vacation, paid holidays, and sick days. Job Title: Legal Secretary - Trust/Estate Planning/Probate H1: Join the Law Office of Colette T. Davis as a Legal Secretary - Trust/Estate Planning/Probate Are you looking for a job that offers both professional and personal satisfaction? Do you want to work in an environment where you can make a real impact in the lives of the people in our community? The Law Office of Colette T. Davis is looking for a Legal Secretary - Trust/Estate Planning/Probate to help families with their trust and estate planning needs. This position offers a competitive salary and benefits package, ranging from $45,000 to $55,000 annually, commensurate with experience. Benefits include medical, dental, vision, life, and disability insurance, 401(k) plan, vacation, paid holidays, and sick days. H2: Overview of the Role As the Legal Secretary - Trust/Estate Planning/Probate, you will be the face of the firm. Your warm, welcoming, and professional appearance and demeanor will put people at ease and easily establish trust. You will provide comprehensive legal and administrative support to the attorney and paralegal and serve as liaison between the legal team and the clients. H2: Responsibilities: * Welcome clients by greeting them in person or on the telephone, answering or directing inquiries * Maintain calendars, including calendaring court dates and appearances, and deadline reminders * Screen incoming calls, recording messages * Plan and schedule client meetings * Read, sort, and process mail * Maintain office supplies by checking stocks, placing and expediting orders, and evaluating new products * Initiate, draft, edit, and finalize correspondence, reports, and/or other materials as requested * Create and maintain client and general electronic files * Prepare engagement letters and retainer agreements * Proofread all work including correspondence, memoranda, and other legal documents * Process, review, and edit client bills and tracking payments * Prepare files to be closed * Maintain systematic follow-up systems to ensure that deadlines are met and that information and material required from outside entities is received on a timely basis H2: Qualifications * Bachelor s Degree strongly preferred * Paralegal Certificate and/or Notary a plus * Bilingual in English and Spanish is a plus * Three years as a secretary or administrative professional, preferably in a law firm or other professional service industries (engineering, accounting, or architectural, etc.) is required * Previous experience supporting at least one partner/attorney/high level manager in a legal or professional services environment * Strong administrative and organizational skills * Proven accuracy and attention to detail * Knowledge of standard office practices in a professional environment and skilled in the use of standard office equipment such as Windows operating system, copy machines, multi-line telephones, postage machines, etc. * Strong typing skills, and extensive working knowledge of Microsoft 365, Word, Excel, Outlook, and PowerPoint * Proficiency with QuickBooks and legal billing and client management software is a plus * Willingness to interpret and follow instructions and be comfortable learning other software programs * Able to prioritize and multi-task effectively and work proactively in a fast-paced environment * Able to remain flexible and manage changing priorities * Solid command of the English language and communication skills, both oral and written, including excellent spelling, grammar, punctuation, form, and style * Must be able to draft, edit, and review correspondence as needed * Strong interpersonal skills - able to establish effective working relationships with colleagues * Able to work as a team as well as independently with minimal supervision * Must display a high level of professionalism, tact, and diplomacy, and possess a warm demeanor, with the ability to interact positively with clients and others from varying socioeconomic backgrounds The Law Office of Colette T. Davis is looking for a Legal Secretary - Trust/Estate Planning/Probate to join their team. This position offers a competitive salary and benefits package, ranging from $45,000 to $55,000 annually, commensurate with experience. If you are looking for a job that offers both professional and personal satisfaction, this is the place for you!
Bachelor's Degree strongly preferred. Paralegal Certificate and/or Notary a plus. Bilingual in English and Spanish is a plus. Three years as a secretary or administrative professional, preferably in a law firm or other professional service industries
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