Location: Modesto, CA
Schedule: Full-time, Monday–Friday, 8:00 a.m.–5:00 p.m. (in-office)
Compensation: $20–$30 per hour, depending on experience, plus benefits
ABOUT US
A local professional business. We pride ourselves on providing exceptional client service while maintaining a collaborative and supportive work environment.
Our philosophy is that aptitude and attitude are greater indicators of success than years on a resume. If you fit the description below, we can teach you the rest. We are looking for someone who enjoys taking ownership of their work, values accuracy, communicates professionally, and thrives in a fast-paced practice.
POSITION SUMMARY
This position involves working directly on client needs, not just an office assistant role. The ideal candidate is proactive, detail-oriented, and capable of independently managing the day-to-day progress of assigned projects while working closely with the advisors.
We are looking for someone who carefully reviews their work, communicates effectively, anticipates next steps, and takes pride in independently keeping projects moving.
MINIMUM QUALIFICATIONS
- Excellent written and verbal communication skills.
- Exceptional attention to detail and organizational skills.
- Strong proofreading and document review abilities.
- Ability to prioritize multiple deadlines in a fast-paced environment.
- Professional and compassionate client service skills.
- Proficiency with Microsoft Office and the ability to learn software quickly.
- Experience working in professional settings is considered but not required.
THE RIGHT FIT
We are looking for someone who:
- Takes ownership rather than waiting for instructions.
- Prioritizes accuracy and produces careful, complete work.
- Naturally notices details and catches mistakes before they become problems.
- Follows through until tasks are fully completed.
- Is comfortable asking questions when something does not seem right.
- Communicates promptly when information is missing or clarification is needed.
- Treats every client with kindness, professionalism, patience, and empathy.
- Enjoys working collaboratively while also being able to work independently.
- Is dependable, accountable, and receptive to feedback.
BENEFITS
- Competitive hourly compensation based on experience: $20–$30 per hour.
- Paid holidays
- Paid vacation
- 401(k) guaranteed adds 3% extra each paycheck
- Free downtown parking
- Dental insurance
- Health insurance
- Vision insurance
- Student loan/education reimbursement
- Childcare reimbursement
- Gym access
- Supportive, team-oriented work environment.
- Opportunity to grow with a modern and expanding company.
PRIMARY RESPONSIBILITIES
Case Management
- Take ownership of assigned projects from opening through completion.
- Track deadlines and proactively move matters forward.
- Review projects regularly to identify missing information, outstanding tasks, or issues requiring advisor attention.
- Maintain accurate and organized electronic project management records.
- Keep advisors informed of significant developments and unresolved issues.
Drafting and Advisor Support
- Draft client documents, prepare government forms, formal correspondence, and related official documents.
- Assist with the document submission process.
- Review drafted documents carefully for accuracy, completeness, formatting, grammar, and consistency before advisor review.
- Prepare final signing copies and assist with the execution of documents.
- Support advisors with client projects.
Client Communication
- Communicate professionally and compassionately with clients by phone, email, and in person.
- Provide updates, obtain requested information, schedule appointments, and answer appropriate procedural questions.
- Maintain a high level of responsiveness and professionalism in all communications.
- Help ensure clients feel informed and supported throughout the process.
Administrative Responsibilities
- Maintain organized electronic files.
- Scan, upload, label, and organize incoming documents.
- Assist with witnessing and coordinating document signings.
- Return phone calls and provide occasional backup reception coverage as needed.
- Perform other administrative or substantive support tasks as assigned.
APPLICATION INSTRUCTIONS
To be considered, please upload your professional resume, and a brief cover letter describing what makes you a good candidate and your interest in the position, submitted under "Supporting documents" before submitting your application. Applications without a cover letter will be considered last if at all.
This is an equal opportunity employer. Employment decisions are based on qualifications, merit, and the needs of the company.
Pay: $20.00 - $30.00 per hour
Work Location: In person
Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Education:
- High school or equivalent (Required)
Experience:
- Microsoft Office: 1 year (Preferred)
Work Location: In person
