Demo

Managing Paralegal

Synectics Inc
Monterey, CA Full Time
POSTED ON 1/5/2025
AVAILABLE BEFORE 3/4/2025

Why Join Their Team?

  • They're not your typical law firm. Their Christian-led firm values teamwork, respect, and service, fostering a peaceful and uplifting environment where every team member is appreciated. Say goodbye to office politics and rigid hierarchies, and hello to meaningful work with autonomy and balance. Here, you're not just an employee; you're part of a mission-driven family.

What They Offer:

  • Autonomy and Responsibility: Manage estate planning, probate administration, and trust administration cases from start to finish with minimal supervision.

  • Work-Life Balance: Flexible hours, no billable requirements, and a supportive environment that prioritizes your well-being.

  • Generous Benefits: Enjoy two weeks of Christmas vacation, one week for a mid-year break during July 4th, extra paid time off, flexible scheduling for family needs, and weekly team lunches exploring local culinary delights.

  • They also offer excellent medical, dental, and vision benefits, with the firm covering 90% of monthly premiums.

  • Mission-Driven Work: Beyond legal service, they channel a portion of their revenue to empower their community with the love of Christ.

What They're Looking For:

  • They're seeking a dedicated senior paralegal who can independently handle the entire process of estate planning, probate administration, and trust administration. Here's what you'll bring:

  • Experience: At least 7 years of paralegal experience in the areas of estate planning, probate, and trust administration.

  • Organization and Efficiency: Ability to manage a high caseload while maintaining exceptional attention to detail and meeting deadlines.

  • Client-Focused: Strong interpersonal and communication skills, with a passion for building client relationships and providing excellent service.

  • Tech-Savviness: Proficiency with legal technology and software; familiarity with WealthCounsel is a plus.

  • Language Skills: Fluency in Mandarin is a bonus but not required.

About Them:

  • Since 2015, They've served over 1,000 satisfied clients by providing peace and hope through personalized estate planning. Leveraging virtual meetings and mobile notaries, they embrace efficiency for their team and convenience for their clients. Their work is more than a job-it's a calling to make a difference, one family at a time.

  • If you're ready to bring your expertise and passion for estate planning to a supportive and mission-driven team, we can't wait to hear from you!

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