Administrative Assistant at The Wagon Legacy – Brea, California

We are searching for a diligent, reliable, and highly organized team member to provide administrative and client support in our growing estate planning law firm. This role is ideal for someone who takes ownership of their work, follows through without reminders, and can be trusted to get tasks done accurately and on time.

Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service. If you care deeply about quality, details, and helping people, we would love to meet you.

For consideration, please complete the entire application and submit your resume.

Application Instructions (Optional but Highly Recommended and Appreciated)

Please include a cover letter or brief note explaining why you consider yourself highly reliable and detail-oriented.

$21 - $26 hourly

• Communicate with clients and provide a warm, professional first impression
• Answer a busy phone line and respond to client inquiries in a timely manner
• Scan, organize, and manage client documents
• Prepare and send client packets and correspondence
• Schedule, confirm, and manage appointments while keeping the calendar full
• Follow up with clients to obtain required documents and minimize rescheduled appointments
• Prepare new client folders and files for upcoming appointments
• Scan, mail, and track letters and other legal documents
• Assist with onboarding new clients

• Spanish-speaking preferred
• Prior experience in estate planning, probate, or trust administration preferred
• Customer service experience in a professional setting
• Excellent presentation, attitude, and interpersonal skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong written, verbal, and problem-solving skills
• Proficient in basic computer software and able to quickly learn new systems
• Ability to complete highly detailed work efficiently and accurately
• Notary preferred
• Associate’s degree preferred, but not required

At The Wagon Legacy, we help families protect their future and create peace of mind through thoughtful and well-crafted estate plans. Our work helps families avoid unnecessary conflict, preserve their legacy, and feel supported during important life moments.

We are a growing firm that values long-term team members, personal growth, and doing meaningful work that truly helps people.

Our Core Values:

• Attention to Detail
• Honesty
• Communication
• Doing What Is Best for the Client

Learn more about us:

https://www.thewagonlegacy.com/

https://www.instagram.com/thewagonlegacy/