Wilkinson & Finkbeiner LLP
Direct message the job poster from Wilkinson & Finkbeiner, LLP
Provide high quality, compassionate Family Law services to meet client objectives while offering healthy and positive support during times of transition.
The Role
Provide essential administrative support to our attorneys, manage multi-line phone system, coordinate appointments, interact with clients, and assist with billing and case management. Strong communication skills, proficiency in Microsoft Office and a collaborative attitude are key to success in this role.
Key responsibilities
Proficiency in Microsoft Outlook, Word, and Excel for daily administrative tasks.
Answer/route incoming calls, take/return messages timely and professionally.
Conduct initial phone interviews with potential new clients.
Assist attorneys with scheduling client calls and meetings.
Work within Clio Grow for case management related tasks.
Generate, distribute and process Retainer Agreements.
Track and log client payments.
Send client thank you notes upon receipt of payments.
Create new client folders.
Assist Billing Manager with review of client billing each cycle to ensure billing accuracy.
Assist Billing Manager and Attorneys with maintaining accounts receivable and monitoring client account statuses.
Open, prioritize, and distribute mail. Coordinate mailings, deliveries and copying.
Assist with various administrative tasks around the office.
Full Time/In-Office
[$35,000 - $60,000]
Key Skills and Experience Required
Prior experience in a legal or professional services environment preferred, but not required.
Strong time management and multitasking skills with the ability to thrive in a fast-paced, professional environment.
Excellent planning and organizational skills, detail oriented.
Proficient in Word, Excel, Outlook, and Adobe.
Excellent verbal and written communication skills.
Experience with Clio and other legal software a plus.
Ability to handle confidential information with discretion.
How to apply
Email inquiries and resume to meredithw@wf-lawyers.com.
Equal Opportunity Employer
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San Diego, CA . La Jolla Shores, CA $80,000.00-$90,000.00 3 weeks ago San Diego Metropolitan Area $33.68-$38.47 5 days ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
Legal Industries
Legal Services Referrals increase your chances of interviewing at Wilkinson & Finkbeiner, LLP by 2x Get notified about new Legal Assistant jobs in
San Diego, CA . La Jolla Shores, CA $80,000.00-$90,000.00 3 weeks ago San Diego Metropolitan Area $33.68-$38.47 5 days ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr