Estate Planning Administrative Assistant - Pasadena, United States - CunninghamLegal

Description

Join an elite team

California's premier Estate Planning and Trust Administration firm, CunninghamLegal, currently has an opening for an experienced Estate Planning Administrative Assistant.

CunninghamLegal has grown explosively since our founding in 1994, and we now operate as a cohesive team out of offices in Northern and Southern California.

About the role:


What you'll do:

As part of your strategic partnership with your colleagues at the firm, you will deliver a five star client experience.

• Act as the firm's ambassador and manage the overall client experience from first impressions throughout entire engagement
• Communicate effectively and provide necessary information and forms to clients and staff (e.g., Client Questionnaires (CQ), appointment information, etc.)
• Manage one Attorney's calendar in a fastpaced environment, communicate any schedule changes appropriately, anticipate needs and prioritize workflow accordingly
• Prepare for client appointments by setting up electronic client folders with necessary forms and documents
• Provide effective administrative support to attorney and paralegals throughout client engagement (e.g., client communication, scanning client files, database management, etc.)
• Maintain a welcoming lobby, anticipate and greet clients upon arrival, assist paralegal in conducting signing appointment as a witness or notarize documents
• Preparing Estate Planning binders, being present during signings to Notarize and scanning documents.
• General office administration (e.g., taking all of the office mail to the post office and UPS daily at the end of each work day, taking inventory of supplies and ordering office supplies every two weeks)
• Assisting other offices that ask for assistance with clients in the Pasadena area (scanning documents) and following up with the other offices timely.
• Ensure a wellfunctioning office that is equipped to deliver a five star client experience

About you:

• 3+ years of directly relevant work experience
• College degree or equivalent experience
• Notary or willingness to become a notary
• Strong computer experience (MS Office Suite etc.)
• Experience with WealthDocx, Abacus, and Asana (preferred but not required)
• Excellent communication skills (written and verbal)
• Exceptional time management skills (prioritize multiple responsibilities, problem solve, provide accurate and timely work)
• Unwavering commitment to teamwork and delivering a five star client experience

Preference to speak Armenian or Mandarin or Spanish.

This position is based out of the Pasadena office; however, travel to other offices may be needed on occasion.

CunninghamLegal is an Equal Opportunity Employer