Overview

Legal Executive Assistant & Office Manager Jobs in Walnut Creek, CA at Weed Law Group, PC

Title: Legal Executive Assistant & Office Manager

Company: Weed Law Group, PC

Location: Walnut Creek, CA

Job Description

Job Overview

We are seeking a dedicated and skilled Executive Assistant with additional tasks that an Office Manager would perform to join our dynamic legal team. The ideal candidate will possess a strong foundation in customer service, multi-tasking, and organization. The Office Manager will play a crucial role in providing high-quality service to our clients while contributing to the growth and success of our firm.

Candidates MUST include a cover letter explaining your experience and skill level with the below must haves and responsibilities to be considered.

MUST HAVES:

Strong customer service skills

Ability to multi-task and stay on top of priorities

High Performance – this is not a lackadaisical position, you will be BUSY.

Tech savvy with office equipment (printers, phones, PCs, Macs, etc)

Responsibilities

Client Onboarding: prepare and send engagement agreements, send initial retainer requests, follow-up on outstanding engagement agreements

Financials: handle accounts receivable, accounts payable, expense invoices to clients, and collections

Client Closing: send clients closing letter and e-file, elicit positive reviews from satisfied clients

Administration: prepare weekly staff meeting agenda, register staff for events, act as IT liaison, train administrative hires, create more efficient processes within the office

Other tasks akin to an Executive Assistant to the Principal Attorney (personal errands, etc)

Qualifications

5-8 years experience, preferrably in a law office setting

Experience with Clio is preferred but not required

Strong customer service skills

Proficient in handling sensitive money conversations with clients

Ability to work collaboratively in a team-oriented environment while managing multiple tasks efficiently.

Join our team and contribute your expertise while growing your career in a supportive environment that values professional development and client satisfaction.

Company Description

We are a small firm with two attorneys, three paralegals, and two office staff. Our main practice is civil litigation, family law, tax law, and estate planning. Our business is growing at a rapid pace and we need fast workers who can adapt and transition quickly.

We are a small firm with two attorneys, three paralegals, and two office staff. Our main practice is civil litigation, family law, tax law, and estate planning. Our business is growing at a rapid pace and we need fast workers who can adapt and transition quickly.

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