Paralegal - Estate Planning, Probate, Elder Law in Monroe
Energy Jobline ZR, Monroe, LA, United States
Full-Time Paralegal for Estate Planning Law Firm
Job Brief
We are a growing, family-oriented estate planning, probate, and elder law firm. We are looking for a friendly, intelligent, task-oriented, teachable, and well-rounded individual to ensure the continued smooth running of the office and effective client management. You will provide a broad range of administrative and client services under the supervision of an attorney.
This is a salaried position with 401k plan and potential for bonuses.
This position may split time between our Monroe office and our Weddington office.
Applicants should also complete the assessment located at the following link: https://apply.select.wonderlic.com/M7DS92/Providence-Wills-and-Trusts
Experience
Previous experience as a paralegal or legal assistant in the specific fields of probate, trust administration, and/or elder law, experience as a social worker in Medicaid qualification, or formal paralegal education or NC Bar certification is strongly. Specific experience is secondary to finding someone with the skills and personality we're looking for and the willingness to work hard to help build our practice. Previous experience in financial services, trust management, digital marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable.
Responsibilities Include
Providing administrative support to an attorney and maintaining/enhancing office effectiveness
Handling communication with clients and prospective clients
Scheduling and maintaining calendars
Producing, printing, mailing, filing, etc. various documents relating to clients, prospective clients, and estate plans
Drafting, reviewing, and editing estate plan documents
Conducting Estate Plan Signing Meetings
Coordinating Trust Funding and Estate Inventory Processes
Regular Visits to Estates Clerk and Register of Deeds
Answering phone calls, providing information, and taking notes/messagesMaintaining and updating contact details and client correspondence
Monitoring and meeting deadlines
Conducting community outreach
Writing weekly content updates for our website (guidance will be provided)
Requirements
Reliability
Kind and pleasant demeanor
Excellent communication and organizational skills
Ability to juggle multiple tasks
Excellent Attention to Detail (very important)
Computer literacy including Microsoft Word and basic Excel
Willingness/ability to learn and use client management software
Willingness/ability to quickly learn and understand existing day-to-day operations
Notary Public ( Clean Background Check to Qualify to Become a Notary Required)
Strong command of English and grammar for proofreading legal documents
Bonus Skills
WealthDocx/WealthTracx
Adobe Illustrator and Photoshop
HTML and CSS
Social Media Fluency
Basic understanding of different types of investment and retirement accounts
Quickbooks
Infusionsoft/Keap
If you are interested in applying for this job please press the Apply Button and follow the application process.
#J-18808-Ljbffr
Job Brief
We are a growing, family-oriented estate planning, probate, and elder law firm. We are looking for a friendly, intelligent, task-oriented, teachable, and well-rounded individual to ensure the continued smooth running of the office and effective client management. You will provide a broad range of administrative and client services under the supervision of an attorney.
This is a salaried position with 401k plan and potential for bonuses.
This position may split time between our Monroe office and our Weddington office.
Applicants should also complete the assessment located at the following link: https://apply.select.wonderlic.com/M7DS92/Providence-Wills-and-Trusts
Experience
Previous experience as a paralegal or legal assistant in the specific fields of probate, trust administration, and/or elder law, experience as a social worker in Medicaid qualification, or formal paralegal education or NC Bar certification is strongly. Specific experience is secondary to finding someone with the skills and personality we're looking for and the willingness to work hard to help build our practice. Previous experience in financial services, trust management, digital marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable.
Responsibilities Include
Providing administrative support to an attorney and maintaining/enhancing office effectiveness
Handling communication with clients and prospective clients
Scheduling and maintaining calendars
Producing, printing, mailing, filing, etc. various documents relating to clients, prospective clients, and estate plans
Drafting, reviewing, and editing estate plan documents
Conducting Estate Plan Signing Meetings
Coordinating Trust Funding and Estate Inventory Processes
Regular Visits to Estates Clerk and Register of Deeds
Answering phone calls, providing information, and taking notes/messagesMaintaining and updating contact details and client correspondence
Monitoring and meeting deadlines
Conducting community outreach
Writing weekly content updates for our website (guidance will be provided)
Requirements
Reliability
Kind and pleasant demeanor
Excellent communication and organizational skills
Ability to juggle multiple tasks
Excellent Attention to Detail (very important)
Computer literacy including Microsoft Word and basic Excel
Willingness/ability to learn and use client management software
Willingness/ability to quickly learn and understand existing day-to-day operations
Notary Public ( Clean Background Check to Qualify to Become a Notary Required)
Strong command of English and grammar for proofreading legal documents
Bonus Skills
WealthDocx/WealthTracx
Adobe Illustrator and Photoshop
HTML and CSS
Social Media Fluency
Basic understanding of different types of investment and retirement accounts
Quickbooks
Infusionsoft/Keap
If you are interested in applying for this job please press the Apply Button and follow the application process.
#J-18808-Ljbffr