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

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

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

Requirements

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

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