Administrative Assistant
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 ClientsAnswer busy phone and get back to clients in a timely mannerSend out packets to clients, correspond with clientsSchedule and confirm appointments and keep the schedule fullFollow-up with clients to ensure needed documents from them are returned in a timely manner to minimize rescheduling appointmentsScanning and mailing of deeds, letters, etc. Prepare new client folders, and files for the next day's appointmentsOrder suppliesOnboarding clientsGo to the Post office when neededQualifications:Preferred: Experience in estate planning, probate, and trust administrationExcellent presentation and attitude to deliver customized service to clientsNotaryPrior experience in office management or our industry is a plusAssociate's degree preferred but not required to applyProficient in basic computer software and can quickly learn to use new programsShows ability to quickly finish very detailed workDisplay excellent written, problem-solving, and verbal communication skillsCompensation:$20 - $25 hourly
About The Wagon Legacy: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.
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