Funding Coordinator

Boutique Estate Planning law firm in Westlake Village, CA, is seeking to hire a dynamic legal assistant/paralegal to support their well-established and primarily referral-based office as an OFFICE MANAGER/FUNDING COORDINATOR.

This close-knit team of attorneys, paralegals, and support staff is passionate about assisting families with their estate and business planning needs. The firm offers a small team environment where client care and concern is our top priority. Compassion and empathy are required to interface with our clients daily.

If you are interested in excellent wages, benefits, and a staff bonus compensation plan with weekly team huddles and personal and professional growth, this is the firm for you! We have a very cool office with stand-up desks, dual monitors, headsets, and a kitchen, and we are always looking for ways to make your home away from home warm and cozy! Everyone loves coming into the office, but we are open to discussing flexibility with a hybrid schedule upon successful onboarding if necessary. We work Monday -Thursday, 9-5, and Fridays, 9-3, so you can get an early start to the weekend!

Are you a trained estate planning legal assistant who oversees and supports the administrative and operational duties in your current position? Do you have experience with trust accounting in a small service-oriented, client-centric office setting? If so, look no further - you’ve just found your forever home! We are looking for the right person to fill enormous shoes as our current Office Manager is retiring. Apply today to get the conversation started!

OFFICE MANAGER/FUNDING COORDINATOR QUALIFICATIONS:

• Estate Planning experience or financial services experience with trust accounting and bookkeeping.
• Tech-savvy with MS Office Suite, Outlook, Quickbooks online, Adobe, and CRM software - we use Clio and WealthDocx.
• Office manager experience with scheduling, payroll, banking reconciliation, making deposits and paying bills, ordering office supplies, hiring and onboarding new employees, vendor relationship management, office equipment maintenance, planning inter-office events, preparing and facilitating weekly office meetings, creating and overseeing SOPs, project management, and similar supervisory, administrative responsibilities.
• Client Services experience includes greeting and supporting clients, answering phones, following up with clients regarding their files, case management, document filling, preparing binders, meeting and exceeding timelines, scheduling, and calendar management.
• You have notary experience or agree to become a notary public upon hire.
• You are interested in creating, facilitating, and coordinating a monthly Funding Instruction Webinar for our clients - you will independently spearhead this project for the firm.
• You have experience and are knowledgeable about financial products and services, have a background in trust accounting and light bookkeeping, and are comfortable answering questions about IRAs, Roth IRAs, and 401Ks.
• You bring exceptional attention to detail, the ability to prioritize multiple tasks, superior organizational skills, strong verbal and written communication, and a proven ability to manage time effectively and efficiently.

You will LOVE working for this super hip, innovative, and fun law firm family. Apply today!

We know that making career moves in the legal space can be tricky. Therefore, you can be confident that we do everything in our power to maintain strict confidentiality throughout the screening process.

The compensation and bonus structure are negotiable and commensurate with experience.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Westlake Village, CA: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• How many years of office manager experience in a client-facing, service-oriented professional office environment?
• How many years of funding experience as an estate planning paralegal/legal assistant?

Work Location: One location