Boutique law firm specializing in real estate, taxation, estate planning, and probate. Located in Danville, services the residents of Contra Costa and Alameda. and office business services; maintain office supply inventories and coordinate purchases as needed \\- Schedule and coordinate meetings/appointments \\- Receive and process incoming monies, travel as needed to deposit funds at local bank CLIENT SERVICES SUPPORT: \\- Provide professional, courteous and prompt assistance to the company's existing and prospective clientele \\- Draft correspondence and documentation for estate planning, taxation, real estate and business clients \\- Prepare and distribute client related reports, statements and mailings; handle existing and new client requests for information \\- Occasional travel to nearby county court/clerk offices for filing of legal client documents \\- Maintain and mail client and referral thank you and follow-up cards \\- Process tenant applications, submit credit check requests and verify all provided documentation \\- Route and track resident letters and maintenance requests, escalating urgent requests/complaints as needed \\- Schedule and coordinate annual maintenance inspections of clients' rental properties \\- Audit customers' financial accounts, analyze budgets, and develop reports to measure key performance indicators; provide advice based on findings BACK OFFICE SUPPORT: \\- Scan, save and categorize documents including client correspondence, drafted forms, and internal notes in electronic and hard copy filing systems for easy retrieval \\- Prepare monthly client billings and make collection calls \\- Track marketing sources and conversion rates to provide input on advertising performance; research market trends and adjust marketing plan accordingly \\- Update and implement office and client procedures \\- Coordinate attorney continuing education and certification requirements \\- Prepare agendas for internal meetings; record, compile, transcribe and distribute minutes of meetings \\- Print out flyers, prepare marketing mailings, and assist with the creation of e-blasts targeting various audiences \\- Maintain and order business cards, brochures and all other marketing collaterals \\- Assist with data entry for miscellaneous internal reports QUALIFICATIONS \\- Familiar with multi-line business telephones; excellent telephone etiquette \\- Exceptional organizational and bookkeeping skills \\- Excellent written and verbal communication skills \\- Able to multi-task and prioritize projects to complete tasks on short timelines \\- Customer-service oriented with a positive attitude \\- Able to complete complex administrative tasks with minimal supervision \\- Quick learner that thrives in a fast-paced environment \\- Strong knowledge of QuickBooks software a plus \\- Strong knowledge of property management software (Propertywate/Yardi) a plus \\- 2+ years' experience working in an office setting \\- Microsoft Excel - intermediate/advanced level \\- Microsoft Word - intermediate/advanced level \\- Microsoft PowerPoint - intermediate/advanced levels \\- Proficient with technology, and computer literate EDUCATION and/or EXPERIENCE \\- Four year college degree (aka Bachelor's degree) in Business Administration or other relevant field. \\- Residential property management experience a plus but not required. \\- Residential leasing experience a plus but not required.
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