Legal Assistant

apartmentRobert Half placeNewport Beach calendar_month 
Robert Half is partnering with a wonderful boutique Trust and Estates firm in Newport Beach, looking for a legal assistant/case manager to assist their team. Legal experience is nice to have, but is not required. This role is great for anyone who has experience with customer service, client-facing experience, scheduling, and an eagerness to learn!

This role offers long-term potential, being a contract-to-hire role.

Responsibilities:

  • Handling phone correspondence and accurately documenting messages into the case management system.
  • Managing calendar and scheduling appointments.
  • Regular communication with clients and managing attorneys to ensure smooth workflow.
  • Maintaining client information confidentially and securely.
  • Drafting and composing correspondence as required.
  • Utilizing case management software effectively for client management.
  • Ensuring all communications, whether email or otherwise, are handled professionally and promptly.

Requirements:

  • Proficiency in calendar management to effectively schedule and manage appointments.
  • Excellent skills in customer service to maintain strong relationships and manage client expectations.
  • Skilled in composing correspondence for different audiences and purposes.
  • Knowledge of case management, including tracking, organizing, and managing legal cases.
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