Probate Paralegal

Clerk/Office Assistant Role

We are seeking a reliable, detail-oriented Clerk / Office Assistant to support our in-office legal team and ensure smooth day-to-day operations. This entry-level position is ideal for someone looking to gain hands-on experience in an office environment, particularly in the legal or administrative fields. You’ll be a valued member of our team, helping manage administrative tasks and contributing to a welcoming and efficient office atmosphere.

• Mail Handling & Document Management
  
  • Retrieve, sort, and distribute incoming mail and FedEx deliveries
    
  • Scan, save, and properly file digital and physical documents using Datto and Clio
    
  • Create, print, and prepare FedEx labels and envelopes for outgoing packages
    
  • File physical documents and create new files as needed
    
• Client Hospitality & Office Support
  
  • Greet and seat clients in a professional and welcoming manner
    
  • Prepare and serve refreshments, including coffee and water
    
  • Print documents and assist with general clerical needs for attorneys and paralegals
    
  • Respond to in-office support requests promptly and professionally
    
• Specialized Administrative Tasks
  
  • Process and mail invoices from Trausch Insurance Agency, including drafting and mailing correspondence and bond documents
    
  • Initiate search requests using Trustate software
    
  • Mail legal and administrative documents upon request
    

• Proficiency with word processing tools (e.g., Microsoft Word)
  
• Comfortable with scanning, saving, and navigating digital filing systems
  
• Technologically savvy and willing to learn new platforms (e.g., Clio, Datto)
  
• Strong attention to detail and organizational skills
  
• Excellent communication and interpersonal skills
  
• A positive, helpful attitude and eagerness to support a collaborative work environment
  
• Ability to manage time effectively and work independently
  

Bonus:

• Notary Public certification is a plus
  

This role is an excellent opportunity for someone looking to grow their experience in an office or legal environment. You’ll receive training and mentorship in a supportive team setting, with exposure to a variety of legal support and administrative tasks. If you're dependable, eager to learn, and excited to contribute to a professional team this could be the perfect fit.