Detail-Oriented Legal Administrative Assistant - Carolina Family Estate Planning

Are you an Office Assistant who enjoys helping clients, helping their team, and staying busy? Have you been searching for a role where you can exercise your organizational skills, your detail skills, and learn about the legal field? Do you want to have a positive impact in clients' lives at a small law firm?

Carolina Family Estate Planning is looking for a Front Office Assistant to welcome our clients to the office, support our estate planning team with file processing, and support our operations team. If you're proactive, detail-oriented, and enthusiastic about making a positive impression with our clients, we invite you to explore a career with us.

Compensation and Benefits Overview

We offer a competitive compensation package commensurate with your experience. Our comprehensive benefits include medical, dental, vision, and life insurance coverage, as well as matching contributions to your tax-deferred retirement savings. We believe in the importance of estate planning and provide comprehensive planning as a benefit for our employees. We also believe in work-life balance, with flexible paid time off accrued from day one and 12 paid holidays annually.

Company Overview

Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

A Day in the Life

A typical day for a Legal Administrative Assistant at our firm begins with opening and setting up the office to welcome the rest of our team and our clients for the day. You'll greet the clients warmly, keep detailed notes as needed, and communicate with our team to ensure a successful handoff to the individual they're meeting with. When you're not making a great first impression, you'll be printing and processing estate planning documents for clients who are preparing to sign their estate plan or have already signed their estate plan. You'll help with periodic events in the office to set up and break down, when needed. Throughout the week, you'll review our supplies to ensure nothing runs low and coordinate with the Operations team on inventory and supplies - setting our team and our clients up for success.

Your mission is to assist our team both on the estate planning side and on the operational side. You'll manage time well, be able to prioritize, and be able to quickly shift gears if there are last minute changes. For many clients, you will be the first person that they see when they visit the office, so a warm, professional demeanor is required for this role. We work as a team of professionals, all committed to supporting our clients' goals and each other.

Schedule and Location

• Schedule: Full-time. Our office hours are 8:30 AM to 5:00 PM, Monday through Friday.
• Location: In-office at our Cary, NC location

How to Apply

Ready to embark on a rewarding career with us? Applying is simple and mobile-friendly. Kickstart your journey by completing our quick, 3-minute initial application process. Don't miss this opportunity to contribute to a team where your work truly makes a difference.