Legal Assistant/Receptionist

Morris Hall, PLLC Legal Assistant

We are a Premier Estate Planning Law Firm currently seeking a full-time or part-time Legal Assistant in our Sedona, AZ office to join our unique, family-oriented team of professionals.

What sets Morris Hall, PLLC apart from other firms?

· We have been in business for over 50 years and have helped tens of thousands of families

· We care, we listen, and provide full family protection with our services

· We show compassion for our clients and develop lifetime relationships with them

· We are proud members of the American Academy of Estate Planning Attorneys (AAEPA)

As a member of our Legal Administrative Team, you will have a large range of responsibilities while providing support to staff members, prospects, and clients to ensure efficient operations. You will be able to prioritize your work, be a multi-tasker with excellent phone, written and verbal communication skills, have a positive presence and an upbeat attitude. You will be willing to meet each challenge directly and have a genuine desire to meet the needs of others. You have a great attention to detail, strong organizational skills and will complete tasks accurately and deliver them with high quality and in a timely manner.

Responsibilities:

• Handle all incoming calls, act and/or route calls appropriately
• Input file openings and intakes into CRM
• Receive, stamp, open, sort, scan and distribute the mail as applicable
• Filing, copying, binding, scanning
• Respect and manage calendars
• Scheduling appointments which include updating client/prospect data in CRM, inputting appointment in CRM, inputting appointment on calendar and sending confirmations
• Preparing boxes prior to scheduled shipments
• Greet visitors with professionalism and a smile
• Responsible to handle sensitive information in a confidential manner
• Handle inventory, anticipating and confirming needed supplies, ordering, shipping, verifying receipt of supplies and putting office supplies away timely
• Ensure office is always kept clean and organized
• Send reminders regarding upcoming appointments, meetings, and events
• Maintain contact lists and filing systems
• Produce and distribute correspondence memos, letters, faxes, and forms
• Reply to email, telephone, fax, chat, or face to face enquiries in less than 24 hours
• Book travel arrangements
• Witness client documents

Why work with us? Our firm values its employees and their individual success. We provide:

• Paid vacation, sick days, and holidays
• Health Insurance (after the qualification period of 90 days)
• 401K plan with employer matching (after the qualification period of 1 year)

Job Types: Full-time, Part-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person