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