Assistant - Estate Planning Law Firm

Job Title: Full-Time Assistant for Albrecht & Barney Law Corporation

Location: Irvine, California

Albrecht & Barney, a leading estate planning law firm in Orange County, is seeking a dedicated and enthusiastic Assistant to join our team. This is an excellent opportunity for a self-motivated individual who values teamwork and excellence to work alongside a dynamic team of professionals and grow within a supportive environment.

The Assistant will provide comprehensive support to our attorneys and play an important role in ensuring our clients receive excellent service. The ideal candidate is detail-oriented, dependable, and confident in their proofreading and client skills. If you are self-motivated, organized, and enjoy being part of a team, we would love to hear from you. Two years' experience in an office environment is preferred.

This position requires the employee to work in the office 5 days a week in Irvine, California.

Responsibilities would include, but not limited to:

• Schedule and manage the attorney’s calendar, appointments, and deadlines.
• Communicate effectively with clients via phone, email, and in-person.
• Maintain and organize client files, both physical and electronic, including scanning documents into electronic client files.
• Draft engagement letters, conflict checks, and closing letters.
• Assist with word processing of business and estate planning documents, including entity formations, operating agreements, and tax-related documents.
• Assemble and notarize client documents.
• Serve as a liaison between clients and the attorney to ensure clear, timely, and courteous communication.
• Draft and prepare deeds and related documents for recording.
• Handle sensitive and confidential client information with the highest level and discretion and care.
• Provide backup support for phones and assist other team members when they are out of the office, as needed.
• Support special projects and perform miscellaneous administrative duties.

Qualifications:

• Experience in a professional office environment is preferred.
• Notary Public certification or willingness to obtain certification.
• Proficiency in Microsoft Office (Word, Outlook, Excel) and general comfort with computer systems.
• Strong customer service skills with the ability to interact professionally and compassionately with clients.
• Ability to adapt quickly, take initiative, and support a variety of administrative needs.
• Keen attention to detail and ability to proofread documents.
• Commitment to always maintain confidentiality.

Education/License/Certification:

• Bachelor’s Degree (Preferred)
• Licensed California Notary Public (Preferred)

Benefits:

• Paid Health insurance
• Paid time off (PTO) and holidays
• 401K Retirement Plan (with employer match when vested)
• Group Disability and Life Insurance
• Employee Appreciation Events

Company's website:

https://albrechtbarney.com

Pay: $25.00 - $27.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Free parking
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Work Location: In person