Job Description

Job Description

Job Description

Description:

Experience:

· Associate degree in Paralegal Studies or related field required; Bachelor’s degree in Paralegal Studies or related field preferred

· Paralegal certificate required

· 3-5 years+ of paralegal experience required

· Understanding of estate and tax planning preferred

· Understanding of business planning preferred

· Understanding of elder law preferred

· Analytical, legal research, and writing skills required

· Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required

· CRM software experience required; Clio preferred

· Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required

Essential Duties and Responsibilities:

· Meet and collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives

· Build and maintain strong client relationships through responsive communication and exceptional service

· Draft legal documents including routine pleadings and motions, affidavits, and interrogatories; files motions and pleading according to judicial procedures

· Prepare, draft, and revise legal documents including briefs, wills, contracts, real estate closing statements, pleadings, appeals, and other legal documents with accuracy and attention to detail

· Obtain client signatures and witness documents as required

· Maintain accurate and organized case files, documentation, and correspondence

· Research and analyze statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys

· Interview clients and witnesses and prepares summaries of their statements

· Prepare, organize, store, and retrieve case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items.

· Assist attorneys with trial preparation, which may include attending trials and hearings

· Organize and maintain documents in a paper or electronic filing system

· Investigate facts and laws of cases and searching public records and other resources to prepare cases and determine causes of action

· Direct and coordinate law office activity, including delivery of subpoenas

· Prepare and process deeds to be filed with the Recorder of Deeds

· Apply online for Tax ID numbers for businesses and trusts

· Assist with the administration of client estates

· Assist with real estate settlement transactions

· Track the status of client projects, and keep tickler system to ensure that deadlines are met

· Scan client paperwork for electronic storage

· Prepare client correspondence (email, fax, regular mail, etc.)

· Forward incoming voice messages and faxes to the appropriate person

· Set appointments for attorneys, and call clients to remind them of upcoming appointments

· Register attorneys for CE courses, add to their calendars, and ensure that CE credit is obtained

· Prepare and process original estate planning and business planning documents – wills, powers of attorney, trusts, etc.

· Notarize documents, when needed

· Utilize and maintain law firm client database (QuickBooks, Clio)

· Create and send client invoices, in consultation with attorneys

· Order supplies for the office

· Respond to phone calls, texts, and e-mails in a timely fashion

· Follow and adhere to Company policies, procedures, and guidelines

· Willing to learn the industry and help us maintain and grow our marketplace position

· Attend business meetings and trainings as required

· Perform other administrative tasks and special projects as assigned

• Maintain a professional attitude and appearance
• Possess the ability to connect with a variety of personalities
• Live out Faithward Formula
• Exhibit strong leadership skills – leads by example and helps motivate others to do their best
• Utilize extremely strong phone skills – high energy and passion for helping others
• Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line
• Be enthusiastic about providing the best possible customer service for clients and customers
• Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments
• Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally
• Possess strong relationship management and the ability to drive multiple tasks to completion successfully
• Be a resourceful team player and a positive “can-do” attitude
• Have the ability to work in a fast-paced environment
• Think and act like an entrepreneur and take an ownership mentality in all that is done in this position
• Be detail oriented and helpful
• Have the ability to perform accurate data entry within specified time frames
• Possess the ability to use or quickly learn specific CRM and other business software
• Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization
• Possess excellent organization, problem solving, and planning skills
• Demonstrate excellent time management skills and ability to adhere to schedules/deadlines
• Be dependable and safety oriented
• Have the ability to work some nights and weekends as needed
• Produce a negative pre-employment drug screen and have the ability to pass a criminal background check
• Maintain a good attendance record and travel as required

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