Demo

Paralegal

Arctos Wealth Management & Fiduciary
Saint Paul, MN Full Time
POSTED ON 2/1/2025
AVAILABLE BEFORE 5/2/2025

Job Description

Job Description

We have an immediate opening for a full-time experienced paralegal to join our teams at Arctos Wealth Management & Fiduciary LLC and Arctos Law PLLC in St. Paul, MN. This unique position involves duties for both companies, which share management, office space, and some administrative staff. Both companies are equal opportunity employers.

Arctos Wealth Management & Fiduciary provides services as a professional fiduciary, either by court appointment or by private contract. Our services carry a fiduciary responsibility to our clients, and often to the Court, in roles such as guardian, conservator, trustee, special administrator, personal representative, and appointed agent. Depending on the parameters of each appointment, we are charged with tasks such as protecting, managing, and administering assets; supervising the safety, well-being, or medical decisions of vulnerable adults; conducting detailed and objective investigation and reporting. The company’s work frequently involves collaboration with various legal and financial professionals as well as engaging a variety of skilled contractors and vendors, in addition to frequent reporting to the courts.

Arctos Law is a small law firm with practice areas of probate (guardianship & conservatorship, estate planning, probate law, trust law), business law, and real estate, and mental & chemical health law. Our firm serves small businesses, solo professionals, and families, using our experience and knowledge across practice areas to provide personalized services. We’ve built a reputation for handling complex cases and with determination and diligence.

The ideal candidate is someone who demonstrates uncompromising professionalism, has well-developed critical thinking and decision-making skills, is comfortable working in a dynamic and sometimes fast-paced work environment, and who is flexible to transition effectively between various task and case types throughout each workday. The paralegal would perform the following tasks for the respective company :

Arctos Wealth Management & Fiduciary

  • Draft or proofread informal and formal correspondence.
  • Draft first drafts of legal documents
  • File documents on the company’s behalf with government agencies, including e-filing of court documents, recording of real estate documents, federal agency submissions, and submissions to law enforcement
  • Collaborate to ensure required service of notices and other legal documents is performed timely and correctly
  • Collect and examine documents; organize documents for further review
  • Communicate with courts, attorneys, contractors, vendors, and others to schedule meetings, interviews, court hearings, and work order appointments
  • Diligently manage timekeeping and invoicing for different case files
  • Assist staff with engaging protected persons, family members, contractors and vendors
  • Participate in meetings as directed, including taking notes, preparing documents, retrieving documents
  • Ensure sensitive financial and personal information is maintained in accordance with strict security protocols

Arctos Law

  • Facilitate communication with clients and courts
  • Assist firm attorneys in drafting and editing of various legal documents
  • Conduct initial client intakes
  • Coordinate court scheduling and attorney calendars
  • Provide litigation support through fact and document gathering, preparation of exhibits, electronic and traditional document filing, etc.
  • Ensure confidential or privileged information is maintained in accordance with strict security protocols
  • Manage, organize, and maintain documents in paper or electronic filing systems
  • Diligently manage timekeeping and invoicing for different case files
  • Coordinate with administrative staff and provide additional administrative support for the firm
  • Further Position Details :

    Position is expected to be 90% in-person in St. Paul, MN, 10% remote. Percentage of remote work is subject to change.

    Required Minimum Qualifications :

  • High school diploma or general education degree (GED)
  • The ability to take and pass a background security check
  • The ability to lift 25 pounds regularly
  • Familiarity with the MN eFS System (eFile and eServe).
  • 2-3 years of experience as a legal assistant, legal secretary, paralegal, or law clerk
  • Preferred Qualifications :

  • Bachelor’s or associate’s degree in paralegal studies or legal field or social work or a related field; or a paralegal certificate
  • 4-6 years of experience working with guardianship / conservatorship or probate law in Minnesota
  • Experience with drafting, analyzing, and reviewing business, financial, and real estate documents
  • Detail-oriented and highly organized
  • Excellent verbal and written communication skills
  • Demonstrate a willingness to adapt to the dynamic nature of the firm caseload
  • Comfortable handling themselves in direct client interactions, including clients who find themselves in very emotionally challenging situations
  • Professional demeanor and can maintain high and uncompromising ethical standards
  • Strong knowledge of Microsoft Office software, including Word, Excel, and Outlook
  • Familiarity with online legal and non-legal research tools
  • Ability to work independently, manage multiple tasks, and is adept to shifting priorities and deliverable timelines.
  • Familiarity with PACER
  • Experience with real estate document recording.
  • Familiarity with Minnesota Health Records, HIPAA, Court Confidential Information Rules, and banking secrecy laws
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