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Certified Employment Group

Certified Employment Group is hiring: Legal Secretary in Santa Rosa

Certified Employment Group, Santa Rosa, CA, United States, 95402


Job Description

Job Description

Legal Assistant

Santa Rosa, CA - $30-35/hr DOE

Full-time, In-house (Not Remote)

Key Responsibilities:

  • Schedule appointments, manage attorney calendars, and coordinate meetings.
  • Accurately input information and prepare legal documents, maintaining impeccable organization.
  • Compile and organize client binders and other materials for meetings.
  • Use Clio or similar legal software for case and document management.
  • Welcome clients warmly and handle front-office duties with professionalism.
  • Ensure all work is completed with accuracy and precision.
  • Assist with estate planning tasks, including preparing grant deeds and other related documents.
  • Understand and manage legal documentation and procedures specific to estate planning.

Qualifications:

  • Previous experience in a law firm setting, particularly in estate planning, is required.
  • Must be detailed, making sure all T's are crossed, spelling is accurate and format is professional. 
  • Strong organizational skills, attention to detail, and the ability to multitask effectively.
  • Proficiency in Clio or similar case management software is preferred.
  • Positive, cheerful, and client-focused, with excellent interpersonal skills.
  •  Must thrive in a full-time, in-house position in a small office setting.