What are the responsibilities and job description for the Paralegal position at Faithward Advisors LLC?
Job Type
Full-time
Description
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
Keep a pulse on the job market with advanced job matching technology.
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