Estate Planning Consultant jobs in Huntington Beach, CA

About us

Casey Estate & Business Planning is a boutique law firm in Newport Beach, CA. We specialize in the estate planning of high net worth clients.

Job Overview:

We are seeking a detail-oriented and organized individual to join our team as a File Clerk. As a File Clerk, you will be responsible for maintaining and organizing physical and electronic files, ensuring accurate and efficient record-keeping.

Responsibilities:

- Sort, categorize, and file documents in accordance with established filing systems

- Scan and digitize paper documents for electronic storage

- Perform data entry tasks to update and maintain databases and systems

- Collect data and information from various sources for record-keeping purposes

- Maintain confidentiality of sensitive information

Requirements:

- High school diploma or equivalent

- Strong attention to detail and accuracy

- Proficient in basic math skills

- Familiarity with Microsoft Excel for data entry and basic calculations

- Ability to navigate databases and systems effectively

- Excellent organizational skills with the ability to prioritize tasks

- Strong written and verbal communication skills

- Proficient in office equipment operation (e.g., scanners, printers)

As a File Clerk, you will play a crucial role in ensuring the smooth operations of our organization's record management. If you are meticulous, reliable, and have excellent organizational skills, we encourage you to apply for this position.

Job Types: Part-time, Temporary

Pay: $16.00 - $20.00 per hour

Schedule:

• Monday to Friday

Work Location: In person