What are the responsibilities and job description for the Estate Planning Paralegal - Client Engagement Specialist position at Atticus Lawyer Coaching?
Job Overview
Caldwell Law is in search of a highly organized and empathetic individual to join our team as a Paralegal specializing in estate planning. This pivotal role requires not only exemplary communication and organizational abilities but also a warm and confident approach to client engagement. If you possess paralegal experience, particularly in the realm of estate planning, and excel in interpersonal interactions, we invite you to consider this opportunity.
Key Responsibilities
At Caldwell Law, we are committed to fostering a nurturing environment conducive to both personal and professional development. As a part of our team, you will have the chance to propose improvements to processes and play a key role in our estate planning operations.
Company Culture and Values
Caldwell Law is dedicated to cultivating a collegial and supportive work atmosphere. Our office culture emphasizes positivity, teamwork, and mutual respect, creating an environment where all members can thrive and contribute to our shared mission of client service excellence.
Compensation And Benefits
If you are a detail-oriented professional with a passion for client engagement and a desire to work in a supportive office culture, we encourage you to apply. Please submit your resume along with a cover letter detailing your interest in joining the Caldwell Law team.
We appreciate your interest in this opportunity. Only candidates who are deemed a good fit for our team will be contacted.
Employment Type: Full-Time
Caldwell Law is in search of a highly organized and empathetic individual to join our team as a Paralegal specializing in estate planning. This pivotal role requires not only exemplary communication and organizational abilities but also a warm and confident approach to client engagement. If you possess paralegal experience, particularly in the realm of estate planning, and excel in interpersonal interactions, we invite you to consider this opportunity.
Key Responsibilities
- Prepare and review client files prior to meetings.
- Draft, review, and disseminate Representation Letters.
- Facilitate introductory meetings with clients to outline office procedures and next steps.
- Conduct signing meetings to notarize estate planning documents.
- Ensure clear and compassionate communication with clients throughout the process.
- Review estate planning documents to verify accuracy and completeness.
- Contribute to team discussions with suggestions for process enhancements.
- Promote a positive and collaborative office environment.
- Experience as a paralegal with a concentration in estate planning.
- Strong interpersonal skills to build rapport with clients and provide support during sensitive matters.
- Exceptional verbal and written communication abilities.
- Highly organized with a proactive approach to task management and follow-ups.
- A collaborative team player who actively seeks to improve workflows.
- Willingness to act as a Notary or to obtain Notary certification.
- Previous experience as a paralegal, particularly in the field of estate planning, is essential.
- Strong interpersonal and communication skills are crucial for client interaction.
- Organizational proficiency and the ability to manage multiple tasks effectively are required.
At Caldwell Law, we are committed to fostering a nurturing environment conducive to both personal and professional development. As a part of our team, you will have the chance to propose improvements to processes and play a key role in our estate planning operations.
Company Culture and Values
Caldwell Law is dedicated to cultivating a collegial and supportive work atmosphere. Our office culture emphasizes positivity, teamwork, and mutual respect, creating an environment where all members can thrive and contribute to our shared mission of client service excellence.
Compensation And Benefits
- Competitive salary starting at $20 per hour (based on experience)
- Health insurance coverage
- 401(k) retirement plan
- Potential for bonuses
- Paid time off
- Paid holidays
If you are a detail-oriented professional with a passion for client engagement and a desire to work in a supportive office culture, we encourage you to apply. Please submit your resume along with a cover letter detailing your interest in joining the Caldwell Law team.
We appreciate your interest in this opportunity. Only candidates who are deemed a good fit for our team will be contacted.
Employment Type: Full-Time
Salary : $20
