Estate Planning Administrative Assistant

at  CunninghamLegal

JOIN AN ELITE TEAM!

California’s premier Estate Planning and Trust Administration firm, CunninghamLegal, currently has an opening for an experienced Estate Planning Administrative Assistant. CunninghamLegal has grown explosively since our founding in 1994, and we now operate as a cohesive team out of offices in Northern and Southern California.

As part of your strategic partnership with your colleagues at the firm, you will deliver a five star client experience.

• Act as the firm’s ambassador and manage the overall client experience from first impressions throughout entire engagement
• Communicate effectively and provide necessary information and forms to clients and staff (e.g., Client Questionnaires (CQ), appointment information, etc.)
• Manage one Attorney’s calendar in a fast-paced environment, communicate any schedule changes appropriately, anticipate needs and prioritize workflow accordingly
• Prepare for client appointments by setting up electronic client folders with necessary forms and documents
• Provide effective administrative support to attorney and paralegals throughout client engagement (e.g., client communication, scanning client files, database management, etc.)
• Maintain a welcoming lobby, anticipate and greet clients upon arrival, assist paralegal in conducting signing appointment as a witness or notarize documents
• Preparing Estate Planning binders, being present during signings to Notarize and scanning documents.
• General office administration (e.g., taking all of the office mail to the post office and UPS daily at the end of each work day, taking inventory of supplies and ordering office supplies every two weeks)
• Assisting other offices that ask for assistance with clients in the Pasadena area (scanning documents) and following up with the other offices timely.
• Ensure a well-functioning office that is equipped to deliver a five star client experienc

ABOUT THE ROLE:

At our firm, the Administrative Assistant acts as a strategic partner in managing our overall client experience. This role provides effective administrative support to the CunninghamLegal (CL) staff and ensures a well-functioning office that is equipped to deliver a five star client experience. It is vital that the Administrative Assistant become highly knowledgeable about our service offerings so they can act as our firm’s ambassador and ask appropriate questions to determine how best to serve the client and direct them to the appropriate colleague. If you are not a Notary already, we will arrange for you to become one. This role is critical to the success of the firm with the ideal candidate being very organized, forward thinking and a problem solver.

WHAT YOU’LL DO:

As part of your strategic partnership with your colleagues at the firm, you will deliver a five star client experience.

• Act as the firm’s ambassador and manage the overall client experience from first impressions throughout entire engagement
• Communicate effectively and provide necessary information and forms to clients and staff (e.g., Client Questionnaires (CQ), appointment information, etc.)
• Manage one Attorney’s calendar in a fast-paced environment, communicate any schedule changes appropriately, anticipate needs and prioritize workflow accordingly
• Prepare for client appointments by setting up electronic client folders with necessary forms and documents
• Provide effective administrative support to attorney and paralegals throughout client engagement (e.g., client communication, scanning client files, database management, etc.)
• Maintain a welcoming lobby, anticipate and greet clients upon arrival, assist paralegal in conducting signing appointment as a witness or notarize documents
• Preparing Estate Planning binders, being present during signings to Notarize and scanning documents.
• General office administration (e.g., taking all of the office mail to the post office and UPS daily at the end of each work day, taking inventory of supplies and ordering office supplies every two weeks)
• Assisting other offices that ask for assistance with clients in the Pasadena area (scanning documents) and following up with the other offices timely.
• Ensure a well-functioning office that is equipped to deliver a five star client experience