Paralegal

Experience:

• Associate degree in Paralegal Studies or related field required; Bachelor’s degree in Paralegal Studies or related field preferred
• Paralegal certificate required
• 3-5 years of paralegal experience 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
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required
• CRM software experience required; Clio preferred
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required

Essential Duties and Responsibilities:

• Meet and collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives
• Build and maintain strong client relationships through responsive communication and exceptional service
• Draft legal documents including routine pleadings and motions, affidavits, and interrogatories; files motions and pleadings according to judicial procedures
• Prepare, draft, and revise legal documents including briefs, wills, contracts, real estate closing statements, pleadings, appeals, and other legal documents with accuracy and attention to detail
• Obtain client signatures and witness documents as required
• Maintain accurate and organized case files, documentation, and correspondence
• Research and analyze statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys
• Interview clients and witnesses and prepares summaries of their statements
• Prepare, organize, store, and retrieve case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items.
• Assist attorneys with trial preparation, which may include attending trials and hearings
• Organize and maintain documents in a paper or electronic filing system
• Investigate facts and laws of cases and searching public records and other resources to prepare cases and determine causes of action
• Direct and coordinate law office activity, including delivery of subpoenas
• Prepare and process deeds to be filed with the Recorder of Deeds
• Apply online for Tax ID numbers for businesses and trusts
• Assist with the administration of client estates
• Assist with real estate settlement transactions
• Track the status of client projects, and keep tickler system to ensure that deadlines are met
• Scan client paperwork for electronic storage
• Prepare client correspondence (email, fax, regular mail, etc.)
• Forward incoming voice messages and faxes to the appropriate person
• Set appointments for attorneys, and call clients to remind them of upcoming appointments
• Register attorneys for CE courses, add to their calendars, and ensure that CE credit is obtained
• Prepare and process original estate planning and business planning documents – wills, powers of attorney, trusts, etc.
• Notarize documents, when needed
• Utilize and maintain law firm client database (QuickBooks, Clio)
• Create and send client invoices, in consultation with attorneys
• Order supplies for the office
• 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