What are the responsibilities and job description for the Paralegal position at Matthias Private Wealth?
The paralegal is responsible for assisting attorneys and firm members with legal and administrative services specifically:
· Support attorneys in researching, analyzing and organizing relevant information, document preparation and client communication in the following areas:
o Wills, trusts, powers of attorney and other estate documents
o Probate administration
o Business entity formation, transactions and nonprofit filings
o Real estate
· Support attorneys and firm with trust administration services:
o Attorney, beneficiary and third-party communications
o Distribution requests and fulfillment thereof
o Legal matters, trust accountings, tax-related documents and other reporting information
· Input and maintain all client matters in practice management software; maintain client information in CRM
· Prepare and manage invoicing in practice management software; work with accounting department to fulfill billing
· Manage communications with clients and third parties with electronic signature platform, and other mailings as required
· Fulfill annual LLC filings
· Administrative duties including answering phones, managing incoming and outgoing mail, purchasing and stocking office supplies, scheduling meetings, supporting tech needs and other duties as needed
Job Type: Full-time
Pay: $65,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Experience:
- Microsoft Office: 1 year (Preferred)
Ability to Commute:
- Winter Park, FL 32789 (Required)
Ability to Relocate:
- Winter Park, FL 32789: Relocate before starting work (Required)
Work Location: In person
Salary : $65,000 - $100,000