Document Preparation Assistant Job Description

The Legal Document Preparer profession

The most strict licensing laws for attorneys in the world created the American phenomenon of LDA's. The job was created by using the doctrine of pro se to allow someone to help another prepare a legal document. Only an attorney can draft a legal document for another party in all U.S. states.

The Legal Document Preparer profession was born from the self-help pro se concept and stock legal forms. The main goal of FALDP is to give consumers a way to access the legal system. Many consumers are self-represented because they can't afford an attorney.

Information about procedure is often all that pro se litigants need. Legal document preparers can not provide legal advice or representation, but they can help pro se litigants by preparing documents, explaining procedure, and providing legal information. Legal document preparation services are provided by LDAs, which are authorized by law, after complying with the registration and bonding requirements.

The practice of law is not allowed by paralegals or LDAs. The LDAs are not lawyers and do not offer legal advice, discuss legal strategies, answer questions of a legal nature, or appear in court on the consumer's behalf. They are professionals who are authorized to assist consumers in legal matters by preparing and processing legal documents.

The California Department of Consumer Affairs (CFRA) Regulatory Reform

In 2000, California enacted legislation that allowed non-lawyers to prepare legal documents for people who are doing their own legal work. The Business and Professions Code 6400-6415 requires that the LDAs and UDAs comply with certain rules. They must complete the legal requirements, maintain a $25,000 bond, and register with the county in which they intend to work.

They must inform clients that they are not lawyers in their first interaction, give them a notice to consumer, and give assistants a chance to give that information. The California Department of Consumer Affairs has regulations for both professions. Both the LDAs and the UDAs are required to have a contract with each client, which must state the scope of their duties, their status as a non-lawyer, and a disclaimer stating that they are prohibited from providing legal advice or opinion.

Title 16 of the California Code of Regulations, Section 3890, contains contract requirements for illegal detainer assistants and legal document assistants. The client has the right to withdraw their contract within 24 hours. Legal-document and unlawful-detainer assistants can only help you with the completion, filing, and service of forms under your direction.

If you are unsure of a legal course of action or would like someone to advise you on your legal rights, you should consult an attorney or research the matter yourself. Legal document assistants can't give legal advice. While detainer assistants are allowed more latitude, they must follow statutory guidelines and provide their registration numbers to ensure accountability.

The Assist Executive Summary: An Overview

Many of the assistants in The Assist say that you don't need a bachelor's degree to do the job well. Job experience can be very important in the hiring process. Scheduling and calendar management is a skill that an Executive Assistant should have.

It is important that the Executive is kept on track with their time and that the meetings, events, and tasks are organized to maximize their time. Strong time management skills are needed for successful scheduling and calendar management. The broad net description of special projects and duties is likely to include sending gifts to your executive or finding a gift for your team.

Maybe you have to find a gift for an executive assistant. Or trying to find a gift for a coworker. You should have a few options for every gift scenario.

An Executive Assistant is responsible for planning and executing meetings. All types of meetings, including executive team meetings, board meetings, c-level meetings, and client meetings, should be planned. An Executive Assistant role is more than just setting up meetings.

The Executive can depend on the advice of theEA to get the job done. The average Executive Assistant salary is between $42,000 and $72,000 with top earners reaching over $80,000. The salary will be dependent on the location of the role and years of experience.

Document Preppers: A Job Description

Document preppers look for accuracy and visual specifications. Document preppers fix bent or torn corners and sort documents according to client specifications. Document preppers change incorrect information.

Records of documents are kept in compliance with company policies and procedures. They perform a number of other duties, such as answering phones, taking messages, and making copies, assigned. Document preppers must be able to sit for long periods of time and have a high level of attention to detail.

Preppers must be computer literate to use computers and other office equipment. Document preppers must have good communication skills and be able to distinguish different types of documents. If the position requires working with confidential information, security clearance may be required.

The preppers have experience in an office. Depending on the type of documents, the company may require an associate degree, while law firms will require that a document prepper have some legal experience. Knowledge of the mortgage industry is required in some instances.

Document Clerks

Document clerks are often the ones to take and copy business-related documents. They use image- scanning software to check scanned images and assign them a file name and number based on internal document control standards. Document clerks make copies of their work for other employees.

Word processing software is used by many document clerks. They receive information to convert it into memos or reports. The industry that clerks work in affects the nature of their document preparation.

An accounting firm document clerk may prepare financial statements. Document control is a big part of the job. They work with database systems or server to maintain digital files based on internal and external regulations, or they may work within a file room and manage printed documents.