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Administrative Professional
Administrative ProfessionalThe Wagon Legacy • Brea, CA, US
Administrative Professional

Administrative Professional

The Wagon Legacy • Brea, CA, US
22 days ago
Job type
  • Full-time
Job description

Job Description

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, and 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.

Compensation : $21 - $25 hourly

Responsibilities :

  • Greet Clients
  • Scan documents
  • Answer busy phone and get back to clients in a timely manner
  • Send out packets to clients, and correspond with clients
  • Schedule and confirm appointments, and keep the schedule full
  • Follow up with clients to ensure the 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 (Preferred)
  • Prior experience in office management or our industry is a plus
  • An associate's degree is 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 you protect your family’s future and create peace of mind through a well-crafted estate plan. By clearly outlining your wishes, you can avoid probate complications and reduce the risk of conflicts among loved ones. It’s a caring step that ensures your legacy is honored and your family is supported.

    Our Core Values Are :

  • Attention to Detail
  • Honesty
  • Communication
  • Doing What is Best for the Client

    • Learn more using these links :

    https : / / www.thewagonlegacy.com /

    https : / / www.instagram.com / thewagonlegacy /

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