Job Description
- Job Description:
- Collect and organize client data and financial details into a comprehensive Client Information and Asset List.
- Draft, edit, and proofread legal documents and forms, including Wills, Powers of Attorney (POAs), Trusts, Deeds, and other estate planning and elder law documents.
- Attend client appointments with attorneys, serving as a witness and/or notary during document signings.
- Prepare and proofread client correspondence and internal communications.
- Answer incoming calls, route inquiries appropriately, and document messages for staff.
- File legal documents with relevant agencies, including county courthouses, the Department of State, IRS, Office of Veterans Affairs, and Department of Public Welfare.
- Perform general administrative tasks such as scanning, copying, mailing, filing, and assisting walk-in clients.
- Order tax assessment cards and title searches for real estate matters.
- Support mailroom operations by sorting and logging incoming mail, faxes, and courier deliveries.
- Prioritize client satisfaction by addressing concerns promptly and professionally.
- Maintain strict confidentiality of client and personnel information in compliance with firm policies.
- Support multiple offices remotely; East coast time zone preferred.
- Requirements:
- Associate degree in Paralegal Studies, Legal Studies, accounting, finance, business or a related field preferred.
- Experience working in a professional office setting in one of the above areas preferred.
- Excellent written communication skills, with the ability to draft clear and concise legal documents.
- Strong ability to manage multiple tasks and deadlines simultaneously.
- Excellent attention to detail and accuracy in all work.
- Strong interpersonal skills, able to effectively interact with clients, attorneys, and court personnel.
- Proficiency in Microsoft Office Suite, Zoom, and legal software applications.
- East coast time zone preferred.
- Benefits:
- Paid time off
- Holiday Pay
- Jury Pay
- Birthday Off
- Bereavement Leave
- Health
- Dental
- Vision
- Disability
- Life Insurance
- Retirement Plan
- Gym Membership
- Student Loan Assistance
- Tuition Assistance
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