Associate Attorney

Experience (preferred or required)

• Juris Doctor (J.D.) degree from an accredited law school required
• Admission to the New York State Bar and in good standing required
• NY license required
• 1-3+ years of experience as an associate attorney 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
• Understand the importance of creating rapport, developing trust and becoming a holistic advisor for clients and their families required
• Ability to thrive in a high‑paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required
• Demonstrated ability to lead and inspire a team to achieve operational excellence preferred
• CRM software experience required;
  Clio preferred
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required

• Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate
• Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning
• Meet with clients to understand their unique goals and assets
• Be a trusted advisor to clients and build relationships
• Grow portfolio of clients
• Deepen networks
• Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations
• Represent clients in court proceedings, hearings, and negotiations as necessary
• Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives
• Conduct in‑depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets
• Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives
• Advise clients on tax implications, asset protection strategies, and charitable giving options
• Review and update existing estate plans as needed
• Draft and revise legal documents with accuracy and attention to detail
• Ensure all documents comply with applicable state and federal laws
• Explain complex legal concepts to clients in a clear and understandable manner
• Obtain client signatures and witness documents as required
• Cultivate and promote relationships with key business partners and fostering and promoting a culture of compliance
• Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies
• Maintain accurate and organized case files, documentation, and correspondence
• Build and maintain strong client relationships through responsive communication and exceptional service
• 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…