Legal File Clerk, Auburn

Adams & Martin Group is working with a growing estate planning and wealth preservation organization to identify a File Clerk to support its operations team. This direct hire opportunity is ideal for an organized, detail-oriented professional who enjoys administrative work, managing records, and providing excellent client service in a collaborative environment.

Responsibilities

File & Records Management

* Process incoming file requests for upcoming reviews and original file returns to former clients
* Research, coordinate, and retrieve files from offsite storage facilities
* Locate and compile archived digital records from multiple systems and databases
* Organize and consolidate documents into complete digital client files
* Maintain accurate records of file requests, transfers, and returns
* Ensure confidentiality and security of sensitive client information at all times

Document Scanning & Digital File Preparation

* Disassemble, scan, copy, and reassemble estate planning files of various sizes and formats
* Identify, separate, and organize documents during the scanning process
* Create and maintain accurate digital records within the firm's document management systems
* Link scanned documents and digital records to the appropriate client files and databases
* Assist with large-scale file indexing and document management projects

Client Communication & Support

* Communicate professionally with current and former clients regarding file requests and returns
* Collect required documentation and identification related to file release requests
* Facilitate and track the return of files through digital delivery and mail services
* Provide copies of records to internal staff as needed

Administrative & Office Support

* Coordinate file-related projects, including integrating records from acquired practices
* Assist management in identifying and implementing more efficient processes and procedures
* Serve as the first point of contact for visitors when covering the front desk
* Greet and seat clients in a professional and welcoming manner
* Prepare and sanitize conference rooms between appointments
* Support the office team with additional administrative projects as assigned

Qualifications

* Minimum of 1 year of administrative, records management, or office support experience required
* Strong organizational skills and exceptional attention to detail
* Excellent verbal and written communication skills
* Ability to handle confidential and sensitive information with discretion
* Experience scanning, organizing, and maintaining digital records preferred
* Strong time management skills with the ability to manage multiple priorities
* Collaborative, team-oriented approach to work
* Proficiency with Microsoft Office and general computer systems required
* Bachelor's degree preferred but not required

Work Environment

* Collaborative and team-focused culture
* Opportunity to support meaningful client service initiatives
* In-office position with consistent interaction among team members and clients
* Exposure to a variety of administrative, records management, and operational projects

Ideal Candidate

The ideal candidate is highly organized, dependable, and enjoys completing tasks with accuracy and efficiency. They are proactive, capable of handling confidential information, and take pride in maintaining organized systems and processes. Success in this role requires strong communication skills, a positive attitude, and a willingness to support both clients and colleagues.

Please submit your resume for confidential consideration.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.