File Clerk & Legal Assistant

Inheritance Funding Company
US - California - Tracy
November 3, 2024
Legal

Summary: Established San Francisco Financial Services company with 30+ year history seeking a capable, self-starting, and team-oriented File Clerk & Legal Assistant to be an integral part of the organization's continued success.

This position has a hybrid work schedule:

4 days/week in our main SF Financial District office

1 day/week of remote work

Essential Duties and Responsibilities include the following. Other duties may be assigned:

Prepare and review legal filing documents and ensure prompt service to all interested parties
Ensure prompt and accurate filing and return of legal documents with courts nationwide
Ensure company compliance with federal, state, and local laws and rules on all contracts
Communicate effectively with the organization's sales, accounting and administrative personnel
Provide secretarial legal support, including but not limited to word processing, editing, formatting, filing of legal briefs and other pleadings as requested by the Legal Department
Perform general office activities such as answering telephones, processing incoming and outgoing mail, and securing confidential materials
Analyze incoming legal correspondence, notices, pleadings and Court Orders
Scan and forward physical client documents to sales and/or Legal Team
Calendar hearing dates and follow-up deadlines
Organize and maintain physical and electronic documents and client files
Perform other duties and responsibilities as requested with eagerness and a positive, professional attitude.

Competency & Experience:

Previous office experience and proficiency in Microsoft Office Suite, especially Outlook, Word, Excel. Proficient in Adobe Acrobat. Proficient in navigating various web platforms via browser.
Experience working within Customer Relationship Management (CRM) software
Associate's degree, Bachelor's degree or equivalent in any subject a plus, but not required
Direct experience as a Legal Assistant and/or File Clerk preferred but not required
Currently a California Notary or willingness to take the CA Notary exam and be certified imminently
Thorough, efficient, reliable, detail-oriented
Excellent organizational and communication skills, verbal and written
A positive, collaborative, can-do attitude
Ability to work well with multiple personality types

Perks/Benefits:

Medical and Dental insurance
Healthcare Flexible Spending Account
Automatic equity participation in Employee Stock Ownership Plan (ESOP)
Dependent Care Flexible Spending Account
Life and Disability insurance
401(k) with Employer Match
Commuter benefits
PTO
Quarterly profit-sharing bonuses

The above description is not intended to be an all-inclusive list of duties and standards of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Read the full job description and apply online on the recuiter's web-site

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