Experienced Legal Assistant
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The role
Serve as the primary point of contact for clients seeking estate planning services.
Greet and assist clients and visitors with professionalism, warmth, and discretion.
Answer and direct phone calls, schedule appointments, and coordinate meetings for the legal team.
Perform administrative tasks including data entry, filing, and mail distribution with accuracy.
Maintain a tidy, organized reception and keep detailed records of client interactions and follow-ups.
Provide general information about estate planning in English and Spanish, upholding confidentiality and high professional standards.
Greet and assist clients and visitors with professionalism, warmth, and discretion.
Answer and direct phone calls, schedule appointments, and coordinate meetings for the legal team.
Perform administrative tasks including data entry, filing, and mail distribution with accuracy.
Maintain a tidy, organized reception and keep detailed records of client interactions and follow-ups.
Provide general information about estate planning in English and Spanish, upholding confidentiality and high professional standards.
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