Carolina Family Estate Planning Hiring for Office Assistant at Cary, NC, USA Full Time

Are you the kind of person who wants to make a difference in people’s lives?

Are you proud of the outstanding customer experience you provide?

Are you looking for a position with an incredible team and work / life balance?

Do you take pride in your attention to detail, efficiency, and organization skills?

We are looking for an Administrative Assistant in our Cary, NC office. At our law firm, you will have the opportunity to work with a talented team to support our holistic approach to estate and long-term care planning.

We are a team that values innovation and proactivity, and we are committed to finding new and better ways to provide legal services to our clients.

Our ideal candidate is proactive, driven, and team-oriented, has experience in a professional services industry, and enjoys providing support to our team and our clients.

We pride ourselves on our firm culture, and it is important to us that this be a good fit for us, as well as a good fit for you.

As a part of our team, you will be working directly with our team to take administrative work off their plates. You will be responsible for opening the office, closing the office, greeting clients, seating clients, inventorying and maintaining supplies, and supporting our events in the office.

You will also provide support to the legal team by printing and processing estate planning documents for our clients. You will need to 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.

Carolina Family Estate Planning offers a flexible work environment and competitive compensation and benefits package. Our firm structure is innovative, entrepreneurial, and well-organized.

We have a collaborative and robust team that all strives to provide excellent, unsurpassed services for our clients in Wake County and throughout the state of North Carolina.

Join us in our mission to make a difference in the lives of our clients and their families. Apply now to become a member of our dynamic team of legal professionals.

Responsibilities

• You will open and close the office at the start and end of each business day.
• You will set up and restock the conference rooms daily.
• You will greet and seat each visitor that comes to the office in a professional manner and notify team members appropriately.
• You will work with other departments to support in-office events, such as group lunches and seminars.
• You will inventory, order, and maintain supplies in the office and with the Operations Team to restock supplies as needed.
• You will sort and distribute the mail daily.
• You will enter detailed notes from any client contact and / or communication in the firm’s case management system.
• You will organize, proofread, print, and prepare all client documents in a timely manner prior to signing meetings.
• You will copy, scan, and save signed documents and check them for accuracy.
• You will maintain accurate timekeeping records.

Qualifications

Skills / Characteristics. Are you a good fit?

• You are a fast learner and share our growth mindset.
• You always do the right thing.
• You are passionate about helping others.
• You are detail-oriented and well-organized.
• You are a self-starter with the ability to work independently and collaboratively.
• You enjoy meeting and working with clients in person.
• You thrive on the success of the team and the firm.
• You are proactive.
• You follow through on your action items and promises to clients and to the team.
• You are a quick and critical thinker and are thinking ahead to what may be on the horizon.
• You ask questions when you need information and are comfortable asking for help.
• You are able to work in the office – this role is based out of our office in Cary, NC.

Education and Experience :

• You have 1 or more years of client-facing experience in a professional services industry.
• You have strong communication skills.
• You are proficient with different software and virtual technology, such as Zoom, Google Workspace, Microsoft applications, and others.
• You are comfortable using routine office equipment like copiers, scanners, monitors, and other office technology.
• You have a college degree.
• You are an NC Notary Public or willing to become a Notary Public.

Compensation

• Compensation is commensurate with skill and experience. We offer a generous benefits package and flexible work environment.
• We also offer professional education and career-growth opportunities for those that are motivated to continue growing their professional experience.

How to Apply

• Upload your resume
• You will receive an email with additional information and actions that need to be completed in order to move forward in our hiring process.

Job Posted by ApplicantPro