Paralegal

We are…

…the golden standard for private wealth and estate planning. We are experts at crafting custom-tailored solutions designed to address the unique complexities of assets and personal family dynamics. We provide exceptional care. Attention to every detail of our clients’ needs is our highest priority. We strive to protect the value of each client’s estate and ensure that legacies live on for generations.

We are not for everyone, but what we do matters to everyone. Those who choose us choose to be a part of something bigger than themselves. The people who will thrive here are people who want to serve others at the highest level. They want more out of a job than simply clocking in and clocking out. They want to be a part of a cause that builds up the people around them, including clients, team members, and themselves. We demand the best because the team, the law, and the client demand—and deserve—the best. And, if we do it right, then we will build something that outlasts all of us.

As a Paralegal…

…you are energized by taking care of clients and have a passion for people. With sharp attention to detail and strong interpersonal skills, you play a key part in building trusted relationships with clients, third party advisors, and team members. You are constantly collaborating with the team, helping clients navigate the intricacies of estate planning, trust administration, and business law, and rising to the challenge of the fast-paced legal services world. You act as notetaker, compass, sounding board, and all-around support for the attorney both in and out of meetings. You are the core connection between the attorney, clients, and team members.

As a Paralegal Your Day-to-Day May Involve…

• Developing strong and trusted relationships with clients and advisors through timely and accurate communications
• Working directly with attorneys and the client management team to ensure best recommendations are made and fulfilled
• Building and maintain solid relationships with team members
• Proactively assess, clarify, and validate client needs on an ongoing basis
• Gathering information from the clients and their advisors to ensure client success
• Resolving client matters in an accurate and timely manner
• Maintaining a comprehensive and accurate history for each client

You will Find Success Here if...

… you exist to be a humble perfectionist; detail-loving, energized-by-work big thinker; team player who sees problems as opportunities; and is a relentless, never-satisfied improver...

Housekeeping:

• Location: Provo/Orem, Utah Area
• Status: Full-time, 100% onsite
• Schedule: Monday through Friday from 8:25 a.m. to 5:00 p.m.

Our Investment in Your Becoming begins with…

…your growth and development:

• Approximately 900 hours of professional, role specific training within your first 9 months
• McCullough Law University
• Courses offered include but are not limited to, emotional resilience and self-awareness, leadership, communication, teamwork, confidence, big picture thinking, problem solving, critical thinking, accountability, professionalism, goal setting, work management, efficiency, business planning, estate planning, asset types, legal services, QSBS, Excel, rules of professional conduct, professional writing, how to read legal documents, recognizing and selling value, teaching and training skills.
• Approximately $20,000 in annual McCullough Law University enrollment

...your work-life synergy:

• 15 Paid Holidays
• Generous PTO

...your health and wellness:

• Health, dental, vision insurance, and life insurance with generous premium coverage
• VASA Gym Membership reimbursement
• Employee Assistance Program

…your investment in your current and future financial success:

• 401(k) matched up to 6%
• Starting wages of $18-23 /hour (DOE)

Salary : $20,000