*Duties:* * Assist

preparin

• state
• nning documents
• h as powers of attor
• , wills, trust agreements a
• probate plea
• gs. * Assist wit
• lient matter m
• gement includ
• preparation o
• ngagement letter

, prepara

• n of client
• ake materials, s

heduling client mee

• gs and ca

managing

• ument e-signing, and s

eduling client foll

• up. * Provide positive cont

t with clients, refe

• l sources, potential clients. * Proofread and edit corresp

ence, memoranda, and cou

filings. * Attend client meetings with managing attorney to witness and notarize estate planning documents. * Assist with incoming and outgoing client and court communications such as phone calls, emails, mail, and fax. * Send and retrieve documents via Right Signature and Sharefile. * Assist with client file maintenance, records management, and practice group projects. * Enter time entries for monthly Accounting Dept. close; review and collaborate with A/R and A/P as necessary to provide quickest client service. * Handle monthly billing. * Provide support in the preparation of exhibits to pleadings and tax returns. *Required Qualifications:* * Self-motivated – a team player who collaborates well with other team members but can take ownership of responsibilities * Highly organized and detail oriented * Excellent interpersonal and communication skills. * Highly proficient with Word, Excel and Outlook. * Quicken * Perfect Form * Proficiency with certified mail. * Positive contributor to CPM team culture – possesses a do whatever it takes attitude * Comfortable working in a high-volume, fast-paced environment *Additional Experience a Plus:* * Drafting legal documents and research * Ability to analyze financial information * Tax preparation and software * Certified Notary * PowerPoint * Quicken * PerfectForm Software Job Type: Full-time Benefits: * 401(k) * Dental insurance * Disability insurance * Employee assistance program * Free parking * Health insurance * Life insurance * Paid time off * Parental leave * Vision insurance Schedule: * 8 hour shift * Monday to Friday Travel requirement: * No travel Education: * Bachelor's (Preferred) Ability to Commute: * Dublin, OH 43017 (Required) Ability to Relocate: * Dublin, OH 43017: Relocate before starting work (Required) Work Location: In person