EXECUTIVE ASSISTANT TO ATTORNEY

Hatley Law Group, A P.C.

Del Mar, CA

Pay: $18-$20/hour

Schedule: Part-Time 9 am - 3 pm, M-F w/1-hour lunch break

Perks:

· Hybrid position (Mondays & Fridays)

· In-house coffee bar

· Your own office

Holidays off include:

New Year’s Day
Martin Luther King’s Birthday
President’s Day
Memorial Day
Independence Day
Labor Day
Columbus Day
Thanksgiving Day
Black Friday
Christmas Eve
Christmas Day
New Year’s Eve

I am a solo practicing estate planning attorney seeking a highly motivated, knowledgeable, and meticulous executive assistant to join my firm.

Qualifications:

AA or Bachelor’s Degree or
One (1) year of relevant experience in Estate Planning or Tax Law/Real Estate Law preferred.
Proficiency with MS Office & Google Drive. Experience with Mac is a plus!
Self-motivated and capable of working independently.
Strong research, analytical, and critical-thinking skills.
Outstanding communication and interpersonal skills.
Excellent grammar, proofreading, and English composition skills.
Typing speed of 60+ WPM.
Experience with Clio CRM.
Enthusiastic, organized, reliable, punctual, and a collaborative team player is a must.

Responsibilities:

Provide administrative support (email correspondence, answer phone, manage attorney calendar, and schedule appointments).
Assist with coordination and preparation of Estate Planning Seminars and Webinars.
Initiate the intake process for prospective new clients (PNCs).
Create and maintain both physical (portfolio) and digital case files.
Assemble Estate Planning documents for signing.
Witness will signings.
Manage Clio client accounts.
Conduct Breakthrough Calls (BTCs) with PNCs via phone or Zoom to assess their suitability for our firm and understand their estate planning and/or tax planning needs.
Provide new clients with Engagement Letters and other required documents for retaining our firm.
Oversee billing.
Draft and revise cover letters for physical correspondence.
File and record property deeds, along with supporting documents, at various County Recorder Offices.
Assemble and mail birthday, anniversary, and Thank You! cards for clients and colleagues.
Maintain the firm's social media presence and assist in marketing efforts and monthly newsletter.

The ideal candidate will possess excellent multitasking abilities and an exceptional eye for detail. This role offers an exciting chance to work within a dynamic field of law with the potential for a full-time position.

Hatley Law Group, A P.C.

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