Estate Planning Assistant

About Us:
DiPietro Law LLC, led by Leslie DiPietro, is a thriving Estate Planning and elder law firm committed to crafting and maintaining effective legal plans for our clients. Rooted in compassion, we empower individuals and families in Delaware and Maryland through skilled planning and guidance, maintaining a warm and friendly boutique law firm experience for every client.

Responsibilities:
As an Estate Planning Assistant, you will be integral in assisting clients with vital legal matters. Key responsibilities include:

• Drafting and finalizing legal documents under attorney guidance.
• Providing guidance to clients and professionals on asset alignment importance.
• Organizing and finalizing legal and financial forms critical to estate plans.
• Preparing and recording deeds to align real property interests with estate plans.
• Meeting with clients to ensure asset alignment at various planning stages.
• Cultivating strong client and professional relationships through excellent communication.
• Collaborating with attorneys and colleagues to enhance client experience and efficiency.
• Acting as witnesses and notaries for document signings.

Required Skills:

• Exceptional customer service skills, fostering a welcoming and valued client experience.
• Positive attitude, able to work independently and as a team player.
• Ability to thrive in a fast-paced, time-sensitive environment.
• Detail-oriented with excellent organizational skills.
• Promotes trust, respect, and confidentiality among colleagues.
• Proficient in Microsoft Outlook, Word, and Excel, with a willingness to learn new skills.
• Strong verbal and written communication skills.
• Candidates must be able to work in our Millsboro, Delaware office.

The Ideal Candidate is:

• Dependable, prioritizing reliability over spontaneity.
• People-oriented, enjoying collaboration and interaction.
• Detail-oriented, focusing on task specifics.
• Achievement-oriented, embracing challenges and growth opportunities.
• Autonomous/Independent, comfortable with minimal direction.

Background/Experience/Education Requirements:

• 2+ years of relevant experience, including legal assistant or customer service roles in banking or finance.
• Experience in facilitating client meetings via telephone or in-person presentations.
• Completion of Associate degree or higher preferred.

Salary/Benefits:
We offer competitive benefits, including health insurance reimbursement, bonus potential, paid holidays, time off, 401(K) plan, life insurance, and short-term disability. Starting compensation is $55,000, commensurate with experience.

Application Process:
To be considered, please submit with your resume your references and a cover letter detailing your interest and potential contributions to our firm. We kindly request no walk-ins, calls, or agency inquiries. Only selected candidates will be contacted. Thank you for considering DiPietro Law LLC as your next professional opportunity.

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

• 401(k)
• Paid time off

Schedule:

• Monday to Friday

Ability to Relocate:

• Millsboro, DE 19966: Relocate before starting work (Required)

Work Location: In person