Job description

About us

We are agile, innovative, professional and our goal is to Help clients preserve, protect and pass on their wealth with common sense and uncommon thinking. The Firm focus is Asset Protection and Estate Planning, emphasizing Integrated Exemption Planning using our proprietary California Private Retirement Trust ("PRT").

Our work environment includes:

• Modern office setting
• Growth opportunities
• Lively atmosphere
• Relaxed atmosphere

Position Description

In this role, you will take control of the front-end client experience by being the firm's first point of contact. This position will handle important administrative duties related to the direct attorney and staff support, customer service, and client retention. We need an individual who is a team player, has excellent administrative and communication skills, and brings energy, positivity, and a "can-do" attitude to work daily.

You're a fit if you:

• Thrive in a small office environment, are good-natured, with a positive attitude

• Have initiative and ability to work independently in an entrepreneurial collaborative environment

• Strong administrative skills and customer service background

• Are reliable, with strong organizational skills and attention to detail

• Ability to work in-office Monday through Friday from 9:00 a.m. to 5:00 p.m.

• Have a strong multi-tasking capability and ability to handle multiple projects and priorities simultaneously

• Computer savvy and comfortable working with various computer programs, databases, and systems - intermediate to advanced skills with the MS Office Suite & Adobe

• Desire to help our company grow, learn new technical applications and have a long-term employment opportunity

• You don't think making coffee or getting our clients a beverage is beneath you

• Positive, high-energy team player

• You care about your job and want to continue your professional development

What you will do:

• In this role, you will take control of the front-end client experience by being the firm's first point of contact

• This position will handle important administrative duties related to the direct attorney and staff support, customer service, and client retention

• Answer phones, welcome clients, and set up conference rooms for meetings

• Receive and track prospective client leads

• Schedule appointments, manage calendars, and update client statuses in the firm's practice management system

• Communicate with potential and existing clients by phone, in person, and by email

• Assist team members when they need a hand

• Manage paper and electronic case files

• Receive and process daily mail

• Copy, scan, file, and order office supplies

• Perform other administrative tasks as needed

What we offer:

• Pay and benefits are competitive based on industry standards, with opportunities for bonuses

• Collaborative team environment

Application Process:

To apply for this position: • Submit your resume and cover letter to Dustin Nichols at DustinNicholsEsq@dinapc.com.

• If you are selected from your resume review, you will be contacted for an interview

• Applying for this position may require certain background checks

Job Type: Full-time

Pay: $19.00 - $24.00 per hour

Benefits:

• 401(k)
• Free parking
• Paid sick time
• Travel reimbursement

Schedule:

• 8 hour shift
• Monday to Friday

Travel requirement:

• No travel

Ability to commute/relocate:

• Newport Beach, CA 92660: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 1 year (Preferred)

Language:

• Spanish (Preferred)

License/Certification:

• Driver's License (Preferred)

Work Location: In person

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