Paralegal - Legal Assistant

Ocean Estate Law PC

Paralegal - Legal Assistant

Laguna Hills, CA
Full Time
Paid
  • Responsibilities

    What We’re Looking For: Estate Planning, Trust Administration, Probate Paralegal - In Office, Full-Time We are actively looking for an EXPERIENCED Estate Planning/Trust Administration/Probate Paralegal to join our expanding team. We are also interested in speaking with experienced Legal Assistants in this practice area. Do you take pride in performing quality work? Enjoy working with clients to make a difference? Display a positive, can-do attitude? If this is you, then the team at Ocean Estate Law wants to talk to you! We are dedicated to providing outstanding customer service with the highest quality legal work. At Ocean Estate Law we value our team members. We have a professional work environment with a strong team dedicated to working together. Salary and Benefits: We believe in work/life balance and open & honest communication to provide you with the support and direction to succeed and grow. We offer: • Hourly Wage: $40/hour • Paid Vacation • Paid Holidays • Free Parking • 401(k) with 3% Matching Funds (after 1 year) • Shift: Day Shifts, Monday - Friday, 8:30 am - 5 pm • Office Location: Laguna Hills, CA 92653 • Growth Potential This is a Full-Time role in our Laguna Hills office (23232 Peralta Drive, Suite 109, Laguna Hills, CA 92653). How to Apply: To apply for this opportunity, please submit a detailed resume as well as a cover letter telling us why you are searching for a new position and why you are the best candidate for our firm. We also request that you complete the DISC personality test provided. Phone calls and in-person applications will not be considered. No agencies, please. Only those candidates being considered will be contacted. Responsibilities: • Supervise and handle designated files efficiently • Prepare court-approved Petitions • Create Estate Planning Documents • Execute administrative duties including drafting paperwork and managing records • Interact with potential and existing clients in person, over the phone, and via mail • Maintain up-to-date records in contract and case management systems • Initiate and conclude client files following set procedures • Manage legal team deadlines Qualifications: • The successful candidate will have at least 5 years of experience working as a Paralegal or Legal Assistant in an Estate Planning/Trust Administration/Probate Law Firm. • Proficiency in California Probate Law is required. • Experience in a customer-facing, professional environment is essential. • A Bachelor’s degree is preferred. • Key skills and abilities include strong attention to detail, enjoyment in working directly with clients, excellent time management and organizational skills, ability to work both independently and as part of a team, strong oral and written communication skills, excellent computer skills, and a professional appearance. Compensation: $40 per hour

    • Supervise and handle designated files efficiently • Prepare court-approved Petitions • Create Estate Planning Documents • Execute administrative duties including drafting paperwork and managing records • Interact with potential and existing clients in person, over the phone, and via mail • Maintain up-to-date records in contract and case management systems • Initiate and conclude client files following set procedures • Manage legal team deadlines