Paralegal - TalentZök

Job Description

Job Description

Paralegal - TalentZök

OVERVIEW

Are you looking Are you looking for a new career opportunity with an exciting company?! Then we've got the right team for you! In this role, you're responsible for the duties listed below.

 

Immediate opening for a Paralegal in Murrieta, CA who possesses:

• Bachelor's degree required
• Paralegal certificate required
• Professional experience with Microsoft Word, Outlook, Zoom, and Excel
• Outstanding people skills and strong client-facing communication skills
• Strong proofreading, editing, spelling, grammar, and punctuation skills

 

Email resumes to View email address on us.fitly.work or call View phone number on us.fitly.work .

 

FULL DESCRIPTION: We are seeking a Paralegal to support a primarily transactional estate planning law firm. This permanent, onsite role is responsible for meeting with clients, gathering estate planning information, drafting wills, trusts, deeds, powers of attorney, trust and estate administration documents, engagement letters, and related legal documentation. The ideal candidate will have a bachelor's degree, paralegal certificate, strong Microsoft Office skills, excellent communication abilities, client-facing confidence, attention to detail, and an interest in estate planning, probate, trust administration, debt collection defense, and business law.

 

The selected candidate will be responsible for:

• Meeting with clients to learn about their family, finances, and wishes for estate planning purposes
• Gathering required information for estate plans
• Drafting estate planning documents, including wills, trusts, deeds, and powers of attorney
• Drafting trust and estate administration documents
• Supporting probate, trust administration, debt collection defense, and business law matters as needed
• Quoting legal fees to clients and inviting them to move forward with firm services
• Meeting with clients to gather information regarding assets, liabilities, loans, monthly income, and monthly expenses
• Participating in conference calls with clients and creditors
• Negotiating with creditors on behalf of clients, independently at first and under attorney supervision when appropriate
• Assisting clients with questions regarding retirement accounts
• Calling retirement companies with clients to gather additional information and answers
• Printing and scanning legal documents
• Reviewing legal documents and correcting typographical errors
• Writing engagement letters and providing clients with signed agreements
• Drafting and submitting bills to clients, excluding collections
• Attending networking events and tradeshows with the attorney as needed
• Performing legal research and administrative tasks
• Maintaining accurate client files, documentation, and correspondence
• Communicating professionally with clients, attorneys, and internal team members
• Supporting a cooperative, client-focused office environment
• Performing other duties as assigned

 

The selected candidate will also possess:

• Bachelor's degree required
• Paralegal certificate required
• Ability to provide a copy of paralegal certificate required
• Prior trust and estate law experience appreciated, but not required
• Estate planning experience preferred
• Probate or trust administration experience preferred
• Transactional legal experience preferred
• Professional experience with Microsoft Word required
• Microsoft Outlook experience required
• Zoom experience required
• Microsoft Excel experience required
• Outstanding people skills required
• Strong client interaction and advocacy skills required
• Excellent written and verbal communication skills required
• Strong proofreading and editing skills required
• Strong spelling, grammar, and punctuation skills required
• Ability to draft accurate legal forms and documents
• Ability to review legal documents for accuracy and typographical errors
• Ability to work with clients regarding sensitive personal, financial, family, and legal information
• Ability to maintain confidentiality and professionalism
• Business development or client engagement mindset preferred
• Friendly, motivated, and professional work style
• Ability to work in a small office environment
• Ability to work onsite in Murrieta, CA
• Ability to work Monday through Friday from 8:00 AM to 5:00 PM
• Ability to complete a background check
• Ability to support a full-time, permanent opportunity

 

Physical Requirements:

• Ability to sit and work at a computer for extended periods while drafting legal documents, reviewing client information, preparing correspondence, and completing administrative tasks
• Ability to communicate by phone, email, video meeting, and in person throughout the workday
• Ability to review legal documents, client records, correspondence, estate planning information, billing documents, and computer screens for extended periods
• Ability to use hands and fingers for typing, editing, scanning, printing, filing, documentation, and standard office tasks
• Ability to occasionally stand, walk, bend, reach, and move throughout the office as needed
• Ability to occasionally lift, carry, or move standard office files, legal documents, supplies, or small office materials
• Ability to maintain professionalism, confidentiality, accuracy, and attention to detail while working with client-sensitive legal information

 

Salary Range: $25 to $35/hour
For immediate and confidential consideration, please email your resume to View email address on us.fitly.work or call View phone number on us.fitly.work .
More information can be found at

\nCompany Description

TalentZok was founded in 2008 and has been repeatedly recognized as one of San Diego County's fastest growing businesses. In 2025, we were named Business Journal's 'Best Places to Work'. Even as our competitors are scaling back and laying off staff, Simply Biotech is expanding to new markets and hiring additional staff in existing offices.

Company Description

TalentZok was founded in 2008 and has been repeatedly recognized as one of San Diego County's fastest growing businesses. In 2025, we were named Business Journal's 'Best Places to Work'. Even as our competitors are scaling back and laying off staff, Simply Biotech is expanding to new markets and hiring additional staff in existing offices.