We are seeking a compassionate, detail-oriented, deadline-driven, and analytical individual, who excels in strategic thinking, to join our team. The ideal candidate will have a passion for helping those who are in need, exhibit excellent customer service skills, and have the ability to collaborate with a team to ensure our clients receive an elite experience.

Responsibilities:

• Screen potential new clients for services needed to discern whether our firm is in a position to help them or if another firm would be better equipped to meet their needs and expectations.
• Collect preliminary information and estate planning-related documents, and coordinate communication between attorneys and potential new clients.
• Initiate proactive, consistent, and clear communication with Clients and their families regarding expectations, deadlines, and next steps. Schedule appointments, as needed.
• Interoffice collaboration, as needed, for strategic planning and what's in the best interest of the Client.
• Assist attorneys with document review, transcription, and preparation.
• Prepare, draft, and provide documents for assigned matters.
• Proofread legal documents for errors and completeness.
• Manage case files and maintain accurate records.
• Adhere to strict deadlines and ensure each step of the process is followed.
• Anticipate next steps and ensure follow-ups are completed and documented.
• Work independently to complete projects on time.
• Identify process inefficiencies, propose, and implement improvements.
• Maintain transparency with Clients and the team regarding where matters stand and upcoming action items.

Skills:
- Interpersonal skills
- Legal drafting
- Critical thinking
- Problem solving
- Deductive reasoning
- Active learning
- Organization
- Process improvement
- Time management
- Accuracy with details, data entry, and basic calculations
- Excellent written and verbal communication skills
- Technological proficiency in Office 365 and ability to learn new software

Prior experience is not required; however, a familiarity with estate and financial planning is helpful.

The position is full-time; however, we approach working hours with some flexibility. Our firm values a healthy work-life balance.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Schedule:

• Monday to Friday
• No nights
• No weekends

Ability to Commute:

• Wilmington, DE 19808 (Required)

Ability to Relocate:

• Wilmington, DE 19808: Relocate before starting work (Required)

Work Location: In person