Administrative Assistant

The Wagon Legacy

Brea, California, United States

Brea, California, United States

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Über

We are searching for a diligent, reliable, and highly organized team member to provide administrative and client support in our growing estate planning law firm. This role is ideal for someone who takes ownership of their work, follows through without reminders, and can be trusted to get tasks done accurately and on time. Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service. If you care deeply about quality, details, and helping people, we would love to meet you. For consideration, please complete the entire application and submit your resume. Application Instructions (Optional but Highly Recommended and Appreciated) Please include a cover letter or brief note explaining why you consider yourself highly reliable and detail-oriented. Compensation: $21 - $26 hourly Responsibilities: Communicate with clients and provide a warm, professional first impression Answer a busy phone line and respond to client inquiries in a timely manner Scan, organize, and manage client documents Prepare and send client packets and correspondence Schedule, confirm, and manage appointments while keeping the calendar full Follow up with clients to obtain required documents and minimize rescheduled appointments Prepare new client folders and files for upcoming appointments Scan, mail, and track letters and other legal documents Assist with onboarding new clients Qualifications: Spanish-speaking preferred Prior experience in estate planning, probate, or trust administration preferred Customer service experience in a professional setting Excellent presentation, attitude, and interpersonal skills Ability to manage multiple priorities in a fast-paced environment Strong written, verbal, and problem-solving skills Proficient in basic computer software and able to quickly learn new systems Ability to complete highly detailed work efficiently and accurately Notary preferred Associate’s degree preferred, but not required About Company At The Wagon Legacy, we help families protect their future and create peace of mind through thoughtful and well-crafted estate plans. Our work helps families avoid unnecessary conflict, preserve their legacy, and feel supported during important life moments. We are a growing firm that values long-term team members, personal growth, and doing meaningful work that truly helps people. Our Core Values: Attention to Detail Honesty Communication Doing What Is Best for the Client Learn more about us: https://www.thewagonlegacy.com/ https://www.instagram.com/thewagonlegacy/ #WHLAW2 Compensation details: 21-26 Hourly Wage PIc36d6fa4a4c4-26276-39739952

Brea, California, United States

Sprachkenntnisse

English

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