Paralegal

Job Type

Full-time

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

Requirements

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  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 (Quick Books, 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…