Legal Staff Other in Capitola, CA

Law Firm

Capitola, CA

Legal Staff Other in Capitola, CA

Legal Staff

2-3 yrs required

No

Job Title: Estate Planning Law Office Client Services Associate

Job Responsibilities:
- Answer phones and greet clients in a professional and friendly manner.
- Schedule appointments efficiently and manage the calendar for the law firm.
- Scan documents and ensure they are appropriately filed and organized.
- Assemble estate planning booklets for clients.
- Prepare engagement letters and other necessary legal documents.
- Provide general office support to ensure smooth operations within the law firm.
- Work closely with the client services manager to support their tasks and responsibilities.

Education and Experience Information:
- Legal experience is preferred, especially in a law office setting.
- Applicants should have a solid background in customer service.
- Proven employment history in similar roles is required.
- Must possess strong computer skills, particularly with Microsoft Office Suite.
- Experience in law office settings for at least 2 years is preferred.
- Client services experience of at least 3 years is required.
- Proficient in Microsoft Office for at least 2 years is required.

Job Requirements:
- Outstanding phone skills, people skills, and exceptional customer service abilities.
- Friendly, positive, outgoing, and professional demeanor.
- Ability to learn new programs quickly and adapt to new technologies.
- A strong desire to work as a team member and learn about estate planning law.
- Ability to multi-task effectively while maintaining client confidentiality.
- Excellent writing and grammar skills are essential.
- Must demonstrate honesty, integrity, reliability, and punctuality.
- A good sense of humor is appreciated.
- Detail-oriented with strong organizational skills.

Salary Information:
- The position offers a pay range of to per hour.
- Expected work hours are 35 to 40 per week.

Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance

Schedule:
- Day shift, Monday to Friday

Additional Information:
- The job requires the ability to commute to Capitola, CA 95010.
- The work location is in person at the law firm.
- The law firm provides a supportive and family-like working environment.
- Employees are encouraged to bring a well-behaved dog to work, contributing to a friendly and inclusive atmosphere.