Job Summary
- Paralegal needed for busy and growing Estate Planning law firm
Responsibilities and Duties
- Draft Estate Planning Answer Files and legal documents for Estate Planning Cases
- Notary for estate document and court signings
- Draft letters and general administrative duties
- Receive documents, scan documents and maintain organized electronic & manual filing of documents
- Professional and friendly communication with clients by phone, email and in person; follow-up on needed details; discern when documents can be shared due to confidentiality and email needed documents to clients
- Excellence in client service required
- Receive phone calls, field questions and schedule clients for appointments
- Prepare trust and estate client books of original documents and go over the book with clients at pick-up
- Car available to go to Courthouse for filings; recording deeds, post office runs and general errands with excellent driving history and personal insurance; each night drafts will be taken downtown before the last pick-up
- Prioritize workload and efficiently manage tasks by deadlines
- Maintain a clean and welcoming office space including light office cleaning
- We use CLIO; Microsoft products; Google calendar, Wealth Counsel and Adobe-must be proficient in computer skills, typing and able to learn how to use these products
Qualifications and Skills
- Paralegal certificate and/or Bachelor’s Degree preferred
- At least one year prior experience working as a legal assistant or paralegal in a law firm preferred but we will consider training without experience for the right candidate that demonstrates excellence in the other necessary required administrative skills.
- NOTARY-REQUIRED: Must be able to meet state requirements for notary and pass the newly required notary exam: To be commissioned by the Secretary of State, the following requirements must be met, per Arizona Revised Statute § 41-312(E): Be an Arizona resident; Be at least 18 years of age; Be able to read and write English; Not have a conviction for a felony unless civil rights have been restored, or a conviction of a lesser offense involving moral turpitude or of a nature that is incompatible with the duties of a notary public; Be a citizen or legal permanent resident of the United States. Fees for notary license will be reimbursed upon completion and certificate.
- Must be extremely organized, able to multi-task and prioritize jobs in order to meet deadlines
- Strong experience with Microsoft Word as well as excellent grammar & proofreading skills
- Tech Savvy; able to learn new software; understanding of navigation on websites as online software and websites are utilized daily
- Excellent communication skills-written and oral including phone skills
- Ability to keep client information confidential
- Customer service orientated including a friendly demeanor and team player attitude
- Available year round including school breaks
- Accurate and efficient typing and computer skills
- Ability to organize files and manage paperwork both in hard copy and online files
- Prefer legal experience in Estate Planning
- Experience with CLIO database or Wealth Docs a plus
Benefits
- Sick leave according to state requirements
- At least 8 paid Holidays
- 2 Weeks Paid vacation with beginning accrual after 6 months on job
- 3% Matching Simple IRA Retirement plan
Monday to Friday
- No weekends
- Day shift 8:30AM to 5:15PM
- Must live in Quad City area
- Most likely will start successful candidate Monday July 27 & employee must be working on getting notary certified in advance if not already qualified as it is needed for our Estate Planning signings
Please contact us only through this site. No drop-in appointments.
Pay: $26.00 - $30.00 per hour
Benefits:
- Paid sick time
- Paid time off
- Retirement plan
Education:
Experience:
- Receptionist or Legal Assistant: 1 year (Preferred)
License/Certification:
- Certified Notary Public (Preferred)
Shift availability:
Ability to Commute:
- Prescott, AZ 86301 (Required)
Work Location: In person
