Company

American Trust InstituteSee more

addressAddressSan Jose, CA
type Form of workPart-time | Full-time
salary Salary$23 - $30 an hour
CategoryEducation/Training

Job description

Solo practitioner estate planning law firm with locations in San Jose and San Francisco seeks a part-time or full time Legal Assistant who can answer phones, client inquiries, managing client files using case management software, maintaining client relationship. This is an opportunity for a legal secretary to train and grow into paralegal position if desired.

Requirements:
Must speak Chinese (both Cantonese and Mandarin preferred)
Must be California notary license or ability to obtain license

Responsibilities will include/or be trained to:

  • Answer and screen incoming phone calls
  • Make appointments for clients with Attorney
  • Arrange call-backs to protect Attorney’s time
  • Greet clients
  • Contact clients with questions or to provide information
  • File opening procedure and conflicts check
  • File closing procedure, document scanning and destruction
  • Maintain client information database
  • Sort and scan incoming mail and documents
  • Drafting routine correspondence and other similar documents
  • Review documents for specified information
  • Input information into various software programs
  • Filing
  • Update and chase delegated tasks to ensure progression to deadlines
  • Take initiative in keeping all tasks up to date
  • Going to the post office, courthouse, bank and other local businesses
  • Any other office-related duties as requested

Qualifications:

  • Individual must be extremely service oriented
  • Have a professional and organized approach to your work
  • Should have high levels of discretion and experience in handling highly sensitive material
  • Must demonstrate excellent oral and written communication skills
  • Ability to multi-task while maintaining a keen attention to detail
  • Ability to take initiative, be proactive, and work independently with minimal supervision
  • Professional interaction with clients and excellent phone etiquette
  • Good judgment with the ability to make timely and sound decisions
  • Punctual and reliable
  • Proficient in Word and Excel
  • Familiarity with Clio a Plus
  • Language: Must speak Chinese (both Cantonese and Mandarin preferred)
  • California notary license or ability to obtain license

Schedule:

  • Monday to Friday

Work Remotely

  • No

Job Types: Full-time, Part-time

Pay: $23.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

  • Paid time off

Language:

  • Cantonese and Mandarin (Preferred)

License/Certification:

  • Certified Notary Public (Preferred)

Ability to Commute:

  • San Jose, CA 95131 (Required)

Work Location: In person

Benefits

Paid time off
Refer code: 9082388. American Trust Institute - The previous day - 2024-04-18 13:02

American Trust Institute

San Jose, CA
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