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Trust and Estate Paralegal with a Growing Firm that values Work Life Balance!
This Jobot Job is hosted by: Rachael D'Angelo
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $75,000 - $115,000 per year
Our company is a distinguished national law firm dedicated to delivering sophisticated legal counsel, exceptional client support, and groundbreaking solutions. With a robust team of wealth planning attorneys collaborating seamlessly with professionals from various legal domains, we cater to a comprehensive spectrum of our clients' personal and business requirements.
Our firm was established in 2003, guided by a shared vision that a law firm specializing in estate planning could offer conscientious and unparalleled service while delivering exceptional value to clients in their personal and business endeavors. We extend our services to explore the intrinsic synergy between wealth planning and our clients' other personal and business needs. As we have steadily expanded our presence nationwide, we have unwaveringly adhered to our fundamental principles and commitment to client success.
Joining us as a Trust and Estate Paralegal is an exceptional opportunity for those seeking a fulfilling legal career with a focus on quality of life. We pride ourselves on our commitment to work-life balance, fostering an environment where low billable hours are encouraged, allowing you to maintain a healthy equilibrium between your professional and personal life. Our values prioritize not only the success of our clients but also the well-being and satisfaction of our team members. As a Trust and Estate Paralegal here, you'll have the chance to work with a dynamic, collaborative team while enjoying the benefits of a flexible schedule and a workplace culture that understands the importance of a balanced, high-quality life both inside and outside the office. Join us and discover the perfect blend of career growth and a fulfilling personal life.
As a Trust & Estate Paralegal you will play a pivotal role in supporting our legal team in the delivery of high-quality trust and estate planning services. This position offers a unique opportunity to work with a team of experienced professionals while contributing to the success of our clients in their personal and financial endeavors.
Key Responsibilities:
Client Support: Assist in maintaining and building client relationships by providing outstanding client service, responding to inquiries, and ensuring client satisfaction.
Document Preparation: Draft, review, and edit legal documents such as wills, trusts, and estate planning documents, ensuring accuracy and compliance with legal standards.
Research: Conduct legal research on trust and estate matters, staying current with changes in laws and regulations to provide up-to-date guidance.
Administrative Support: Manage the organization and maintenance of client files, calendars, and appointments, facilitating smooth and efficient workflow.
Billing and Financial Support: Assist with billing and financial matters, tracking billable hours, and ensuring accurate invoicing for clients.
Communication: Act as a liaison between clients, attorneys, and third parties, facilitating clear and timely communication.
Qualifications:
Bachelor's degree or Paralegal certification preferred.
Proven experience as a Trust & Estate Paralegal or similar role.
Strong knowledge of trust and estate planning processes, legal documentation, and regulations.
Proficiency in legal research, document management, and billing systems.
Exceptional organizational skills, attention to detail, and time management abilities.
Excellent written and verbal communication skills.
Dedication to client service and maintaining strict confidentiality.
Ability to work independently and collaboratively as part of a team.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Rachael D'Angelo
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $75,000 - $115,000 per year
A bit about us:
Our company is a distinguished national law firm dedicated to delivering sophisticated legal counsel, exceptional client support, and groundbreaking solutions. With a robust team of wealth planning attorneys collaborating seamlessly with professionals from various legal domains, we cater to a comprehensive spectrum of our clients' personal and business requirements.
Our firm was established in 2003, guided by a shared vision that a law firm specializing in estate planning could offer conscientious and unparalleled service while delivering exceptional value to clients in their personal and business endeavors. We extend our services to explore the intrinsic synergy between wealth planning and our clients' other personal and business needs. As we have steadily expanded our presence nationwide, we have unwaveringly adhered to our fundamental principles and commitment to client success.
Why join us?
Joining us as a Trust and Estate Paralegal is an exceptional opportunity for those seeking a fulfilling legal career with a focus on quality of life. We pride ourselves on our commitment to work-life balance, fostering an environment where low billable hours are encouraged, allowing you to maintain a healthy equilibrium between your professional and personal life. Our values prioritize not only the success of our clients but also the well-being and satisfaction of our team members. As a Trust and Estate Paralegal here, you'll have the chance to work with a dynamic, collaborative team while enjoying the benefits of a flexible schedule and a workplace culture that understands the importance of a balanced, high-quality life both inside and outside the office. Join us and discover the perfect blend of career growth and a fulfilling personal life.
Job Details
As a Trust & Estate Paralegal you will play a pivotal role in supporting our legal team in the delivery of high-quality trust and estate planning services. This position offers a unique opportunity to work with a team of experienced professionals while contributing to the success of our clients in their personal and financial endeavors.
Key Responsibilities:
Client Support: Assist in maintaining and building client relationships by providing outstanding client service, responding to inquiries, and ensuring client satisfaction.
Document Preparation: Draft, review, and edit legal documents such as wills, trusts, and estate planning documents, ensuring accuracy and compliance with legal standards.
Research: Conduct legal research on trust and estate matters, staying current with changes in laws and regulations to provide up-to-date guidance.
Administrative Support: Manage the organization and maintenance of client files, calendars, and appointments, facilitating smooth and efficient workflow.
Billing and Financial Support: Assist with billing and financial matters, tracking billable hours, and ensuring accurate invoicing for clients.
Communication: Act as a liaison between clients, attorneys, and third parties, facilitating clear and timely communication.
Qualifications:
Bachelor's degree or Paralegal certification preferred.
Proven experience as a Trust & Estate Paralegal or similar role.
Strong knowledge of trust and estate planning processes, legal documentation, and regulations.
Proficiency in legal research, document management, and billing systems.
Exceptional organizational skills, attention to detail, and time management abilities.
Excellent written and verbal communication skills.
Dedication to client service and maintaining strict confidentiality.
Ability to work independently and collaboratively as part of a team.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
