Paralegal PositionAssociate 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.Essential Duties and Responsibilities:Meet and collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectivesBuild and maintain strong client relationships through responsive communication and exceptional serviceDraft legal documents including routine pleadings and motions, affidavits, and interrogatories; files motions and pleading according to judicial proceduresPrepare, draft, and revise legal documents including briefs, wills, contracts, real estate closing statements, pleadings, appeals, and other legal documents with accuracy and attention to detailObtain client signatures and witness documents as requiredMaintain accurate and organized case files, documentation, and correspondenceResearch and analyze statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneysInterview clients and witnesses and prepares summaries of their statementsPrepare, 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 hearingsOrganize and maintain documents in a paper or electronic filing systemInvestigate facts and laws of cases and searching public records and other resources to prepare cases and determine causes of actionDirect and coordinate law office activity, including delivery of subpoenasPrepare and process deeds to be filed with the Recorder of DeedsApply online for Tax ID numbers for businesses and trustsAssist with the administration of client estatesAssist with real estate settlement transactionsTrack the status of client projects, and keep tickler system to ensure that deadlines are metScan client paperwork for electronic storagePrepare client correspondence (email, fax, regular mail, etc.)Forward incoming voice messages and faxes to the appropriate personSet appointments for attorneys, and call clients to remind them of upcoming appointmentsRegister attorneys for CE courses, add to their calendars, and ensure that CE credit is obtainedPrepare and process original estate planning and business planning documents – wills, powers of attorney, trusts, etc.Notarize documents, when neededUtilize and maintain law firm client database (QuickBooks, Clio)Create and send client invoices, in consultation with attorneysOrder supplies for the officeRespond to phone calls, texts, and e-mails in a timely fashionFollow and adhere to Company policies, procedures, and guidelinesWilling to learn the industry and help us maintain and grow our marketplace positionAttend business meetings and trainings as requiredPerform other administrative tasks and special projects as assignedMaintain 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 ownership mentality in all that is done in this position. Be detail oriented and helpful. Have the ability to perform accurate data entry within specified time frames.
Possess the ability to use or quickly learn specific CRM and other business software. Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization. Possess excellent organization, problem solving, and planning skills. Demonstrate excellent time management skills and ability to adhere to schedules/deadlines. Be dependable and safety oriented. Have the ability to work some nights and weekends as needed. Produce a negative pre-employment drug screen and have the ability to pass a criminal background check. Maintain a good attendance record and travel as required.