Legal Assistant - Cbiz

CBIZ is honored to be the recipient of several national recognitions for 2023:    

• Best and Brightest Companies to Work for in the Nation 
• Top Workplaces USA 
• Top Workplaces – Financial Services Industry
• Best and Brightest Companies in Wellness 
• Great Place to Work Certification 

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions

• Perform general clerical duties to include but not limited to: copying, scanning, mailing and filing various legal documents.
• Drafting engagement letters to prospective clients and open new client matters
• Drafting correspondence
• Processing signed documents and closing completed engagements
• Assist and maintain excel worksheets
• File (and E-File) Surrogate Court documents
• Calls with clerks for status updates on filed matters
• Assist with client billing, reports and collections
• Work directly with title companies, corporate services and other vendors
• Assist with all other administrative ad-hoc tasks and day-to-day office duties, as needed

Preferred Qualifications

• 2 + years of administrative experience, preferably as a legal assistant, secretary or paralegal
• Knowledge in Trusts & Estate and Corporate law preferred but not required
• Excellent Word, Excel and PowerPoint skills
• Demonstrates knowledge of basic general office administration
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records and designing forms
• Exceptional organization skills and attention to detail
• Ability to prioritize, work under pressure and multi-task are a must
• Must be self-motivated and work with minimal oversight
• Maintain a professional demeanor and comfortable being client-facing in person and over the phone.
• Actively looking for ways to assist others and better the team
• Looking for innovative and creative ways to improve processes and procedures
• Understanding the implications of new information for both current and future problem-solving and decision-making
• Exhibits critical thinking, evaluation and analytical skills

Minimum Qualifications

• High School Diploma or GED required
• Bachelor's degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

#LI-DNI

The annual salary target for this job in this market is $62,000-$68,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.