Associate Attorney

Experience (preferred or required):

• Juris Doctor (J.D.) degree from an accredited law school required
• Admission to the Pennsylvania State Bar and in good standing required
• PA 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

Essential Duties and Responsibilities:

• 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 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