Legal Administrative Assistant - Receptionist Job at Law Office of Susan A. Katz

Are you a friendly and positive individual with excellent administrative and customer service skills? Do you aspire to work at a law firm that is passionate about making a positive impact? Our firm specializing in Trusts, Estates, and Special Needs law is currently looking for a Legal Administrative Assistant/Receptionist who is interested in a stable position with room for professional development, thrives in a supportive team setting, and is eager to tackle new challenges. As the main point of contact for clients, you will be responsible for managing essential administrative tasks, delivering outstanding customer service, and ensuring client satisfaction while providing support to our lawyers and staff.

We are searching for a team player who brings energy, optimism, and a proactive attitude to their work every day. This role offers opportunities for growth for individuals interested in pursuing a career as a paralegal or advancing in the legal field. In addition to a competitive salary, we provide an array of benefits, including Continuous training and growth opportunities, Paid time off for vacations, sick days, and holidays, Health and vision insurance, 401(k) plan with employer matching (subject to eligibility) Our dedication to supporting the special needs community extends to year-round volunteer opportunities. Please note that this is a full-time, on-site position.

$19 - $25 hourly DOE

• Answer phones, welcome clients, and set up conference rooms for meetings
• Schedule and confirm appointments
• Document and update client statuses, appointments, and phone calls in the firm’s practice management system
• Communicate with potential and existing clients by phone, in person, and by email
• Prepare and maintain paper and electronic case files
• Assist with preparing estate planning binders
• Assist with client meetings
• Receive and process daily mail
• Copy, scan, file, and assist with office supply organization
• Maintain front office area, conference room, and other common areas
• Assist team members when they need a hand

• An Associate Degree is required for this position, although a Bachelor's Degree is highly preferred
• Candidates should have a minimum of 6 months of experience working in a law firm environment
• The ideal candidate must be detail-oriented, able to work independently, and take initiative
• Strong administrative skills and a background in customer service are essential
• We are looking for a positive, high-energy team player who is results-oriented
• Proficiency in Microsoft Word and Excel is required, and knowledge of Actionstep is a plus
• Candidates must be computer savvy and comfortable working with various computer programs, databases, and systems
• A reliable commute or willingness to relocate prior to starting the position is necessary

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.