Administrative ProfessionalThe Wagon Legacy • Brea, CA, US
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Administrative Professional
The Wagon Legacy • Brea, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Greet Clients Scan documents Answer busy phone and get back to clients in a timely manner Send out packets to clients, and correspond with clients Schedule and confirm appointments, and keep the schedule full Follow up with clients to ensure the needed documents from them are returned in a timely manner to minimize rescheduling appointments Scanning and mailing of deeds, letters, etc. Prepare new client folders and files for the next day's appointments Order supplies Onboarding clients Go to the Post office when needed Preferred : Experience in estate planning, probate, and trust administration Excellent presentation and attitude to deliver customized service to clients Notary (Preferred) Prior experience in office management or our industry is a plus An associate's degree is preferred, but not required, to apply Proficient in basic computer software and can quickly learn to use new programs Shows ability to quickly finish very detailed work Display excellent written, problem-solving, and verbal communication skills Attention to Detail Honesty Communication Doing What is Best for the Client
We're searching for a diligent team member to provide administrative support. Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service.
Send us your resume today to become part of the team! For consideration, please complete the entire application.
Who you are :
- You are reliable and professional, kind and intelligent. Quality is important to you, and you believe in great attention to detail.
- You double-check your work, and typos make you cringe.
- You love helping people and will take extra steps to make sure things are done right.
- You are comfortable working independently but as part of a team. If the copy machine jams, you try to fix it and usually succeed. But you know when stopping and asking questions will save time.
- You like to get things done quickly and efficiently, without sacrificing quality.
Compensation : $21 - $25 hourly
Responsibilities :
Qualifications :
About Company
At The Wagon Legacy, we help you protect your familys future and create peace of mind through a well-crafted estate plan. By clearly outlining your wishes, you can avoid probate complications and reduce the risk of conflicts among loved ones. Its a caring step that ensures your legacy is honored and your family is supported.
Our Core Values Are :
Learn more using these links :
https : / / www.thewagonlegacy.com /
https : / / www.instagram.com / thewagonlegacy /
#WHLAW2
Compensation details : 21-25 Hourly Wage
PI1d97584adfa9-31181-38801658
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Administrative Professional • Brea, CA, US
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