Build My Great Team® by Atticus® · 1 day ago
Legal Assistant or Paralegal, Estate Planning with Morgan Law Group
Newport Beach, CA
Part-time
Hybrid
Entry, Mid Level
$60K/yr - $78K/yr
2+ years expMorgan Law Group is a boutique estate planning firm in Newport Beach dedicated to helping families protect what matters most. They are seeking an experienced legal assistant or paralegal with expertise in drafting estate planning documents and providing exceptional client service.
Staffing & Recruiting
Responsibilities
Creating estate planning documents using firm software
Preparing documents for client signing
Interfacing with clients to gather information and provide follow up
Conducting client signing meetings
Assembling binders for delivery to clients
Collaborating with the attorney to finalize comprehensive estate plans
Qualification
Required
Minimum 2 years of experience in an estate planning law firm
Comfortable interacting with clients in person, in writing, and by phone
High comfort level with technology and learning new systems
Strong attention to detail and accuracy
Self-motivated, organized, and able to manage multiple priorities
Excellent customer service skills and a team-oriented mindset
Dependability, professionalism, and punctuality
Preferred
California notary public preferred, but not required
Benefits
$60,000 to $78,000, commensurate with experience
Bonus program
Holidays to celebrate with family and friends
Vacation for rest and rejuvenation
Growth potential for advancing your professional skills and expanding your role
Work and life balance to support your well-being and personal commitments
Friendly, collegial environment that encourages teamwork, respect, and genuine connection
Waiting period may apply
Company
Build My Great Team® by Atticus®
Are you a law firm seeking to build your dream team while still prioritizing client representation? Look no further than Build My Great Team.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase