1 Wealth Protection Planning Legal Assistant Job in Williamsport, PA
Steinbacher, Goodall & Yurchak is Hiring a Wealth Protection Planning Legal Assistant Near Williamsport, PA
Steinbacher, Goodall & Yurchak offers a comprehensive benefits package, including Paid Time Off, Holiday Pay, Birthday Pay, Retirement benefits, Medical Insurance (Health, Dental, Vision), Gym Membership, Tuition Assistance, and Student Loan Assistance. If you are seeking a rewarding career, we look forward to connecting with you!
Responsibilities
- Assist clients or potential clients with scheduling appointments or initial consultations
- Organize and maintain the calendars for various staff members to ensure all appointments are correctly added.
- Answer phone calls, direct caller to appropriate staff person and/or e-mail appropriate staff person a message related to the call
- Attend appointments with the attorneys and interact with clients and referral sources serving as witness and/or notary during signing appointments.
- Print documents and other forms, as needed for appointments.
- Prepare and proofread correspondence
- Scan, print, copy and save documents
- Assist with preparing files for new clients, including printing labels for folders
- Assist with litigation tasks, including, but not limited to, sending letters and faxes for information, making telephone calls, updating the status sheet, organizing documents, preparing for hearings, and other tasks as requested.
- Order tax assessment cards and title searches for clients’ real estate
- Perform records research online and at courthouses, including but not limited to researching deeds, gas leases, and corresponding ancillary documents.
- Record documents at the county courthouse as well as at the Department of State, IRS, the Office of Veteran’s Affairs, and the Department of Public Welfare
- Perform triaging and trust funding in accordance with firm policies and procedures
- Assist with billing for department to maintain regular and accurate billing.
- Assign tasks for client files
- Organize, maintain and search for hard copy and electronic files as requested by the Attorney or Executive Director
- Work to make client satisfaction a top priority, finding quick resolution to client complaints and concerns.
- Maintain confidentiality of all client and personnel matters
- Alert the supervisor or Executive Director or Partners to potential threats to the success of the firm.
- High school diploma or GED required
- Display excellent written, problem-solving, and verbal communication skills
- History of being deadline-driven and extremely organized
- At least 1 year experience in an administrative or other related position
xwTD6rftOv
Job Summary
Full Time
Business Services
$69k-89k (estimate)
06/01/2024
06/29/2024
paeldercounsel.com
WILLIAMSPORT, PA
<25
2002
JULIEANNE STEINBACHER
<$5M
Business Services
Related Companies
About Steinbacher, Goodall & Yurchak
We refuse to use a cookie cutter, one-size-fits-all approach to legal planning. At Steinbacher, Goodall & Yurchak, no two plans are ever the same, because no person or families goals are ever exactly the same. Every client is offered a written plan a road map that will guide them as they move forward in their Estate and Long-Term Care planning, or with their Wealth Protection or Business Succession planning. And every plan we write starts from scratch, handcrafted page by page to meet your specific legal needs and goals. Our attorneys make sure each step of your planning is relevant and makes... legal sense for you. Each document supports your goals and protects you as intended, nothing less. At Steinbacher, Goodall & Yurchak, we ensure that you get the most effective administration of your estate by guiding you through the probate process and effectively administering the estate so that every opportunity for preserving value for future distribution. We educate ourselves to have a keen understanding of the probate and tax laws to best fit your needs. If you need help in administering an estate, contact Steinbacher, Goodall & Yurchak at (800)351-8334. Your elder care and special needs law firm. Protection in times of prosperity, security in times of uncertainty, and comfort in times of crisis. Quality representation and litigation.
More
Show less
Similar Jobs
Popular Articles
