Jobs · Legal · Arizona

Legal Administrative Assistant -25-30/hr Plus Bonus

Trajan Wealth LLC · Scottsdale, AZ · 2 wk ago
Legal$25–$30/hrFull-time

Duties and Responsibilities

  • Answer and direct incoming calls; take accurate messages and relay time-sensitive information promptly
  • Serve as a liaison between clients and estate team for routine, non-legal inquiries
  • Send appointment reminders to clients
  • Send estate surveys to clients
  • Prepare, format, and proofread engagement letters under attorney supervision
  • Organize and maintain physical and electronic client files in accordance with firm filing protocols
  • Scan, file, and archive documents according to retention policies
  • Process and route incoming documents, mail, and correspondence accurately
  • File deeds and LLC documents with the appropriate county, state, or agency as directed by attorneys/paralegals
  • Assist with calendar management, reserve conference rooms and obtain client security clearance for in-person appointments
  • Proactively identify and resolve scheduling conflicts
  • Process client payments, including credit card transactions, checks, and electronic transfers
  • Provide payment receipts and maintain accurate payment records
  • Communicate with clients regarding outstanding balances as directed
  • Process incoming and outgoing mail and correspondence
  • Assist Signing Specialists to maintain office supplies inventory and coordinate vendor orders
  • Support general office upkeep to maintain a professional environment

Qualifications

  • High school diploma required; associate or bachelor's degree preferred
  • 0–2 years of administrative experience; legal office experience a plus
  • Proficiency in Microsoft Office Suite; familiarity with legal practice management software preferred
  • Experience processing payments or working with billing systems preferred
  • Strong attention to detail and organizational skills
  • Ability to handle sensitive information with discretion
  • Notary Public certification preferred, or willingness to obtain within 6 months of hire

Benefits

  • $25-$30/hr Plus Bonus
  • 401(k) with a matching contribution up to 13%
  • United Healthcare PPO medical coverage for employees, paid by the company
  • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options
  • Generous holidays and PTO
  • Future career growth opportunity

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