Our client, a well-respected firm in downtown Sacramento is looking for an Estate Planning Secretary. This is a vital role in managing administrative and clerical duties related to estate planning. The workplace is a dynamic and fast-paced environment where you will be handling client relations, managing schedules, and drafting important documents.
Responsibilities:
• Manage and process incoming and outgoing mail efficiently
• Handle phone calls for attorneys, ensuring effective communication
• Draft routine documents and correspondence for attorney approval
• Organize and schedule appointments and events to ensure smooth operations
• Welcome and assist clients, providing a detail-oriented and friendly service
• Maintain electronic calendars for attorneys, ensuring schedules are up-to-date
• Oversee new client onboarding, ensuring all procedures are correctly followed
• Draft and prepare firm engagement letters, ensuring all necessary details are included
• Create and maintain files, keeping accurate records, and generate reports as requested
• Provide coverage for additional attorneys as required, demonstrating flexibility and teamwork
• Experienced in Calendar Management, with the ability to handle multiple schedules simultaneously
• Excellent Client Relations skills, with a focus on maintaining positive and detail oriented relationships
• Ability to Draft Correspondence effectively, with attention to detail and accuracy
• Capable of managing a Daily Schedule, ensuring all tasks are completed in a timely manner
• Experience in scheduling appointments, coordinating between multiple parties to find suitable times
• Skilled in arranging meetings, including identifying suitable times and locations
• Proficient in drafting letters, ensuring all communication is clear, concise, and detail oriented
• Knowledge of Estate Planning, including the ability to assist in the creation and execution of plans