Administrative Assistant

Company: The Wagon Legacy
Location: Placentia
Posted on: October 10, 2024

Job Description:

We're searching for a diligent team member to provide administrative support. Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service.



Send us your resume today to become part of the team! For consideration, please complete the entire application.



Who you are:





--- You are reliable and professional, kind and intelligent. Quality is important to you and you believe in great attention to detail.
--- You double-check your work, typos make you cringe.
--- You love helping people and will take extra steps to make sure things are done right.
--- You are comfortable working independently but as part of a team. If the copy machine jams, you try to fix it and usually succeed. But you know when stopping and asking questions will save time.
--- You like to get things done quickly and efficiently, without sacrificing quality.

Responsibilities:
--- Greet Clients
--- Scan documents
--- Answer busy phone and get back to clients in a timely manner
--- Send out packets to clients, correspond with clients
--- Schedule and confirm appointments and keep the schedule full
--- Follow-up with clients to ensure needed documents from them are returned in a timely manner to minimize rescheduling appointments
--- Scanning and mailing of deeds, letters, etc.
--- Prepare new client folders, and files for the next day's appointments
--- Order supplies
--- Onboarding clients
--- Go to the Post office when needed

Qualifications:
--- Preferred: Experience in estate planning, probate, and trust administration
--- Excellent presentation and attitude to deliver customized service to clients
--- Notary
--- Prior experience in office management or our industry is a plus
--- Associate's degree preferred but not required to apply
--- Proficient in basic computer software and can quickly learn to use new programs
--- Shows ability to quickly finish very detailed work
--- Display excellent written, problem-solving, and verbal communication skills

About Company:
At The Wagon Legacy, we help secure your family's future and foster peace by crafting a clear and concise will! By clearly outlining your wishes, you prevent probate hassles and minimize potential conflicts among your children after you're gone. It's a thoughtful act that ensures your legacy is carried out seamlessly.



Our Core Values are:

Attention to DetailHonestyCommunicationDoing What is Best for the Client

Keywords: The Wagon Legacy, Laguna Niguel , Administrative Assistant, Administration, Clerical , Placentia, California