Records Clerk

McCullough Law is seeking a career-minded, full-time Records Clerk to join our fast-growing company and provide exceptional, elevated service to ensure client goals and objectives are met. The ideal candidate for this position is adaptable, reliable, observant, meticulous, one who anticipates, and is highly motivated to meet and exceed expectations.

Our core values are the compass of our business and hiring process. We value humility, a job well done, and building relationships. These values guide us as we build, secure, and fulfill legacies for our employees and clients because everyone deserves to leave a legacy. Could we be yours?

Responsibilities:

  • Maintain trusting relationships with clients, professionals, and team members
  • Assemble estate planning binders and ensure all legal documents are in accordance with our standard of quality
  • Input client and estate information to electronic files for firm-wide use
  • Scan, save, rename, and audit legal documents and meeting notes
  • Organize and audit client files to ensure all information is accounted for
  • Prepare written correspondence
  • Thoroughly follow McCullough Law standards for task procedures and meet multiple deadlines at one time

Requirements

  • 1+ year of professional legal, finance, healthcare, or business office experience required
  • CRM experience preferred
  • Extreme attention to detail
  • Exceptional, written, verbal, communication, and interpersonal skills
  • Critical thinking, problem-solving, and the ability to anticipate needs
  • Manage work with outstanding organization and time-management
  • Ability to thrive in ambiguous environments and implement feedback
  • Proficiency with Microsoft Suite (Word, Excel, and Outlook)
  • Must have professional appearance and demeanor
  • Applicants must be available to work onsite, Monday – Friday 8:25 a.m. – 5:00 p.m.

Benefits

  • Pay range $15-$18.50/hour *DOE
  • Paid time off and paid holidays
  • Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement
Job Category
Legal Services
Job Type
Full Time/Permanent
Salary
USD 15.00 - 18.50 per hour
Country
United States
City
Provo
Career Level
unspecified
Company
McCullough Law
JOB SOURCE
https://apply.workable.com/j/02CF787F83