What are the responsibilities and job description for the Estate Planning Professional position at Bowie & Jensen, LLC?
Bowie & Jensen LLC seeks a skilled Estate Planning Professional to join its estate planning team. Key qualifications include strong organizational skills and thorough knowledge of estate accounting and administration.
Key Responsibilities:
- Provide support services, including legal research, document filing, and drafting correspondence.
- Draft, review, and analyze routine legal documents and correspondence under attorney supervision.
- Conduct research under attorney guidance and manage project deadlines.
- Assist attorneys in preparation for meetings, hearings, trials, etc.
- Maintain organized case files by establishing electronic records, monitoring calendars, meeting deadlines, documenting actions, and confirming case status with attorneys.
- Organize electronic correspondence, legal documents, and calendars.
- Perform administrative tasks as assigned.
Requirements:
- Bachelor's degree preferred.
- Paralegal certification strongly preferred.
- Prior law firm experience required.
- Ability to read financial statements required.
- Guardianship litigation experience preferred.
- Strong Microsoft Suite experience required.
- Strong Adobe experience required.
- Highly organized with the ability to multitask.
- Able to take direction and work independently.
- Proactive in enhancing team efficiency.