CST 3 Legal Services

Inland Regional Center•San Bernardino, CA

2d•Hybrid

About The Position

Under the general supervision of the Manager – Legal Services, this position performs a wide variety of administrative support and specialized clerical work for the Legal Services Unit. The role requires confidentiality, the ability to manage multiple tasks and prioritize assignments, and the capacity to handle a high volume of work. The employee communicates effectively, establishes rapport with others, performs related work as required, and has no supervisory responsibility. The position supports legal and probate workflows by processing correspondence and documents, maintaining case records and logs, preparing and filing court documents, and distributing materials to assigned staff and other parties. It also involves assisting and interacting with other agency units, maintaining effective working relationships, contributing to a team, and protecting consumer rights and dignity. The role operates in a hybrid work environment, with work performed both in the office and remotely from home. The employee must maintain productivity and efficiency while communicating through phone, video calls, email, and chat. The position also requires following agency IT and safety protocols, maintaining orderly work areas, and meeting attendance and punctuality expectations.

Requirements

High school diploma or equivalent.
Thirty-six months of office clerical work.
Knowledge of general office practices and procedures, filing, and business correspondence.
General knowledge and use of Microsoft Office applications and Adobe Professional.
Ability to spell and punctuate correctly and perform basic math.
Ability to type accurately.
Ability to perform clerical work requiring independent judgment, accuracy, and speed.
Ability to follow oral and written directions.
Ability to learn and follow complex office and legal procedures and policies.
Full use of an automobile, a valid California driver’s license, and automobile liability insurance at least at the minimum amount prescribed by law.
Must have and maintain a safe driving record.
Good verbal and written communication skills.

Responsibilities

Provide daily administrative support to the agency’s Legal Services Unit as directed by the Manager.
Sort, process, and distribute incoming mail accurately.
Maintain and process the Probate email inbox, including incoming inquiries and documents.
Assist with timely processing of court orders by obtaining minute orders and other court documents, saving and filing them, and sending them to assigned staff with instructions as appropriate.
Enter data using Word, Excel, and other network applications.
Enter information on the Probate calendar and case logs as directed.
Assist with timely filing of conservatorship reports by preparing cover sheets, proofs of service, and fax cover sheets.
Serve documents by mail, fax, email, and/or upload to required parties.
File court documents with the Clerk’s Offices of San Bernardino County and Riverside County courts, and other counties as needed.
File court documents and prepare proofs of service for pleadings and other documents in civil litigation, as needed or assigned.
Assist and/or interact with staff of Appeals and Resolutions, Forensic Services, and Master Trust of California, as needed or assigned.
Copy, scan, file, and distribute conservatorship petitions and related documents within IRC, as needed or assigned.
Scan and appropriately catalog material for accurate retrieval, and keep filing current.
Process Letters and Orders of Conservatorship by retrieving them from court portals, saving and filing them, and sending them to assigned staff with instructions as appropriate.
Create new paper and/or electronic case files and assemble case files as directed.
Input data for the unit case log and software, and prepare necessary reports as assigned.
Keep the Manager – Legal Services and unit staff informed of pending work, work in progress, and problems encountered.
Work effectively in a hybrid setting and communicate through telephone, video conference calls, email, and chat rooms.
Adapt to interruptions, changing priorities, and new assignments.
Establish and maintain effective working relationships and cooperate effectively with others.
Contribute to the team by answering questions, sharing expertise, and supporting team harmony.
Assure that consumer rights and dignity are maintained in the provision of services.
Use office equipment appropriately and report repair needs.
Keep home and office work areas neat, orderly, and free from hazards.
Use IRC IT systems as assigned, maintaining security and following IRC protocols, procedures, rules, and requirements.
Observe safety rules and comply with IRC’s Injury and Illness Prevention Plan and Workplace Violence Prevention Plan.
Comply with agency personnel policies and maintain good attendance and punctuality.
Perform different or additional work as needed or assigned.