Job Description

We are searching for a diligent, reliable, and highly organized team member to provide administrative and client support in our growing estate planning law firm. This role is ideal for someone who takes ownership of their work, follows through without reminders, and can be trusted to get tasks done accurately and on time.

Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service. If you care deeply about quality, details, and helping people, we would love to meet you.

For consideration, please complete the entire application and submit your resume.

Who You Are

• You are reliable, professional, kind, and intelligent.
• Quality matters to you, and you take pride in your attention to detail.
• You double-check your work, and typos make you cringe.
• You follow through on tasks and close the loop without being asked.
• You communicate proactively if something is delayed, unclear, or needs clarification.
• You love helping people and will take extra steps to ensure things are done right.
• You are comfortable working independently and as part of a team.
• If the copy machine jams, you try to fix it-and usually succeed-but you know that asking a question will save time.
• You work efficiently without sacrificing accuracy.
• You understand the importance of confidentiality and handle sensitive client information with discretion and integrity.

Application Instructions (Optional but Highly Recommended)

Please include a cover letter or brief note explaining why you consider yourself highly reliable and detail-oriented.

Compensation & Benefits

• $21-$26 per hour, depending on experience
• Performance-based bonuses
• Medical, vision, and life insurance benefits
• 401(k) with employer match after one year of service
• Paid time off and paid holidays
• Quarterly team events and firm celebrations
• Supportive, team-oriented work environment with opportunities for growth

$21 - $26 hourly

• Communicate with clients and provide a warm, professional first impression
• Answer a busy phone line and respond to client inquiries in a timely manner
• Scan, organize, and manage client documents
• Prepare and send client packets and correspondence
• Schedule, confirm, and manage appointments while keeping the calendar full
• Follow up with clients to obtain required documents and minimize rescheduled appointments
• Prepare new client folders and files for upcoming appointments
• Scan, mail, and track letters and other legal documents
• Assist with onboarding new clients

• Spanish-speaking preferred
• Prior experience in estate planning, probate, or trust administration preferred
• Customer service experience in a professional setting
• Excellent presentation, attitude, and interpersonal skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong written, verbal, and problem-solving skills
• Proficient in basic computer software and able to quickly learn new systems
• Ability to complete highly detailed work efficiently and accurately
• Notary preferred
• Associate's degree preferred, but not required

At The Wagon Legacy, we help families protect their future and create peace of mind through thoughtful and well-crafted estate plans. Our work helps families avoid unnecessary conflict, preserve their legacy, and feel supported during important life moments.

We are a growing firm that values long-term team members, personal growth, and doing meaningful work that truly helps people.

Our Core Values:

• Attention to Detail
• Honesty
• Communication
• Doing What Is Best for the Client

Learn more about us:

Compensation details: 21-26 Hourly Wage

PI326543e821ff-7332

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