Legal Assistant

Hermance Law

Legal Assistant

Ventura, CA
Full Time
Paid
  • Responsibilities

    Our Team is our Greatest Asset We are seeking a dedicated and detail-oriented part-time or full-time Legal Assistant to join our esteemed estate planning law firm. The Legal Assistant will play a crucial role in providing administrative and legal support to our attorneys, ensuring the efficient operation of our practice and the delivery of exceptional client service. Responsibilities: • Assist attorneys in drafting, editing, and proofreading legal documents, including wills, trusts, powers of attorney, and other estate planning-related documents. • Manage and maintain client files, ensuring accuracy and completeness of documentation. • Communicate with clients, both in-person and over the phone, addressing inquiries and providing updates on case status. • Assist in organizing and preparing materials for client seminars, workshops, and events. • Handle administrative tasks such as data entry, filing, and recordkeeping, ensuring adherence to filing deadlines. • Assist in the preparation of estate planning documents for execution and notarization. • Maintain and update the firm's case management system with accurate and up-to-date information. • Uphold client confidentiality and safeguard sensitive information. • Collaborate effectively with attorneys, fellow legal assistants, and support staff to ensure seamless workflow. • Participate in professional development opportunities to enhance knowledge and skills in estate planning law. • Provide administrative support as needed, contributing to the overall efficiency of the firm. Qualifications: • Prior experience as a legal assistant or paralegal, preferably in estate planning or a related practice area is preferred. • Proficiency in legal research, document drafting, and case management software. • Strong attention to detail and excellent organizational skills. • Exceptional written and verbal communication skills. • Ability to manage multiple tasks and deadlines in a fast-paced environment. • Proficient in using Microsoft Office Suite (Word, Excel, Outlook) and legal research databases. • Knowledge of estate planning terminology, procedures, and regulations is a plus. • Understanding of client confidentiality and ethical standards in the legal field. • Team player with a collaborative mindset and a proactive approach to problem-solving. • Professional demeanor and strong interpersonal skills. Compensation: $17 - $20 hourly DOE

    • Assist attorneys in drafting, editing, and proofreading legal documents, including wills, trusts, powers of attorney, and other estate planning-related documents.  • Manage and maintain client files, ensuring accuracy and completeness of documentation.  • Communicate with clients, both in-person and over the phone, addressing inquiries and providing updates on case status.  • Assist in organizing and preparing materials for client seminars, workshops, and events.  • Handle administrative tasks such as data entry, filing, and recordkeeping, ensuring adherence to filing deadlines.  • Assist in the preparation of estate planning documents for execution and notarization.  • Maintain and update the firm's case management system with accurate and up-to-date information.  • Uphold client confidentiality and safeguard sensitive information.  • Collaborate effectively with attorneys, fellow legal assistants, and support staff to ensure seamless workflow.  • Participate in professional development opportunities to enhance knowledge and skills in estate planning law.  • Provide administrative support as needed, contributing to the overall efficiency of the firm.