What are the responsibilities and job description for the Associate Attorney position at Aevitas Law Firm?
Job Description
Job Description
Description :
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
Requirements :
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
Keep a pulse on the job market with advanced job matching technology.
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