What are the responsibilities and job description for the Legal Assistant Paralegal position at PFit Global Inc?
Duties will include :
Assisting the attorneys and staff
Preparing court documents
Preparation of Probate petitions
Drafting of estate planning documents, such as Trusts, Wills, and Powers of Attorney
Drafting and Preparation of Affidavits of Death and Deeds
Preparing asset lists, analyzing bank and business records
Identifying trust and non-trust assets
Identifying the title and character of assets
Determining beneficiaries and persons entitled to notice
Meeting with clients
Calendaring critical deadlines
Duties may include :
Preparation of Conservatorship petitions
Preparation of Conservatorship & Trust accounting
Trial prep and litigation
Social Security Disability Appeal paperwork
The ideal candidate must possess exceptional communication, computer and telephone skills, and the ability to interact positively with clients and staff. The ability to multi-task and pay close attention to detail is required, as well as proficiency with Microsoft Outlook, Microsoft Word, Word Perfect, Microsoft Excel, and Essential Forms. The ideal candidate must be responsible, dependable, organized, and punctual, in addition to possessing sufficient knowledge in the area of trust and probate administration, as well as conservatorships.
Preferred Qualifications :
Experience
Minimum of 1-year experience of legal experience.
Experience with CLIO is highly preferred.
Experience in estate planning, probate law, trust administration, and / or conservatorship law is highly preferred.
Experience in civil litigation is a plus but not required.
Experience with Social Security disability appeals is a plus but not required.
Education
High school degree is required.
Associate or bachelor's degree is highly preferred.
Paralegal Certificate is highly preferred.
Notary Public License is preferred.
Basic Requirements
Must be authorized to work in the United States.
Valid driver's license and good driving record are required.
Benefits : Salary
Compensation is highly competitive and commensurate to experience. This is an application for both a Legal Assistant and / or Paralegal, so please specify which position you are interested in. Compensation will be specific to that position
Health Insurance
Medical - Health Insurance, Dental Insurance, and Vision Insurance Provided (Employer pays 99%)
Retirement / 401k
Retirement - 401k with profit-sharing and match after the first year of employment.
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