File Clerk for Growing Law Firm

CunninghamLegal is a fast-growing, mid-sized law firm with multiple offices across California. As one of the state's premier Estate, Trust & Tax Planning firms, we serve mainly high net-worth clients as they protect and transfer multi-generational wealth.

We’re currently looking for a detail-oriented, organized, and efficient File Clerk . This position will support the firm and our clients by scanning files and preparing digital records. If you love to accomplish tasks and know you made a significant impact, then look no further. This is an opportunity to serve the firm and catapult your career.

Responsibilities:

• Process incoming file requests for upcoming review, or original file return to past clients.
• Communicate effectively and professionally with previous and incoming clients regarding their estate file returns. Collecting necessary paperwork and identification.
• Maintain and keep personal information of client safe from outside parties that are not authorized to access file information.
• Research, communicate and coordinate ordering and returning files from offsite storage facilities as well as pulling any digital information from various archived files in server. Collect all documents in one place together in the server.

• Facilitate, track and complete return of files digitally or mailing to potential clients and previous clients, providing digital copies for staff and linking to client file in server and database.
• Disassemble, scan, copy, and reassemble various sized Estate Planning files. Identify and separate documents in file.
• Assist manager in identifying and coordinating more effective processes and procedures for the team.
• Coordinate various file related projects including indexing files on hand, submitting large amounts of files from acquired practices.

About you: You are detail-orientated and organized with strong verbal and written communication skills. You offer exceptional team building and collaboration skills with at least 2 years administrative experience. Bachelor’s degree preferred but not required.

If you are interested in making an impact and propelling your career, apply today. We want to hear from you!

Job Type: Full-time

Pay: From $21.00 per hour

Schedule:

• 8 hour shift

COVID-19 considerations:
Following all protocols

Ability to commute/relocate:

• Pasadena, CA 91107: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location