Administrative Assistant
Company: The Wagon Legacy
Location: Placentia
Posted on: October 10, 2024
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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, Indio , Administrative Assistant, Administration, Clerical , Placentia, California
Click
here to apply!
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