About Us:
Morgan Law Group is a boutique estate planning firm located in Newport Beach. Our dedicated team works collaboratively to provide exceptional service to our clients in a friendly and supportive environment. We value professionalism, teamwork, and dedication to serving our clients with love and care. Join us and be part of a team that encourages professional growth and work-life balance.
Benefits:
Holidays
Vacation
Growth potential
Work/life balance
Friendly, collegial environment
Bonus program
Waiting period may apply. Benefits subject to change without notice.
About You:
We are seeking a legal assistant or paralegal with a minimum of one year of experience in a trust/estate planning law office. The ideal candidate will have experience drafting various estate planning documents, including wills, trusts, powers of attorney, and deeds. Additionally, experience interfacing with clients or conducting client signing meetings is highly desirable.
Responsibilities:
Using our software to create estate planning documents
Ensuring documents are prepared for client signing
Interfacing with clients to follow up and gather missing information
Conducting client signing meetings
Assembling binders for delivery to clients
Collaborating with the attorney to finalize estate plans
Qualifications:
Minimum 2 years of experience in an estate planning law firm
Comfortable interacting with clients in person, in writing, and on the phone
High comfort level with technology
Strong attention to detail
Self-starter and self-motivated, able to multitask
Excellent customer service skills
Strong work ethic and team player mentality
Dependability and punctuality are essential
California notary public preferred, but not required
Salary: $50,000 - $75,000 Commensurate with skills and experience.
Work Arrangements: Hybrid options available, and part-time will be considered.
Application Process:
To be considered for this opportunity, please submit the following to Bob Zamarra at the email listed below.
Detailed resume outlining past positions and tasks performed along with your cover letter explaining why you are seeking a new position.
No phone calls or emails sent directly to the firm will be considered. Only those candidates being considered will be contacted.
If this position aligns with your skills and career goals, we want to hear from you! Join us and become part of a dynamic team dedicated to serving our clients with excellence.
Thank you for considering Morgan Law Group. We look forward to reviewing your application.
Job Types: Full-time, Part-time
Are you willing to work within the salary range being offered for this position?
Work Location: Hybrid remote in Newport Beach, CA 92660