Paralegal

Paralegal Position

Associate degree in Paralegal Studies or related field required; Bachelor's degree in Paralegal Studies or related field preferred. Paralegal certificate required. 3-5 years+ of paralegal experience required. Understanding of estate and tax planning preferred. Understanding of business planning preferred. Understanding of elder law preferred. Analytical, legal research, and writing skills required. Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required. CRM software experience required; Clio preferred. Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required.

Essential Duties and Responsibilities:

• Meet and collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives
• Build and maintain strong client relationships through responsive communication and exceptional service
• Draft legal documents including routine pleadings and motions, affidavits, and interrogatories; files motions and pleading according to judicial procedures
• Prepare, draft, and revise legal documents including briefs, wills, contracts, real estate closing statements, pleadings, appeals, and other legal documents with accuracy and attention to detail
• Obtain client signatures and witness documents as required
• Maintain accurate and organized case files, documentation, and correspondence
• Research and analyze statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys
• Interview clients and witnesses and prepares summaries of their statements
• Prepare, organize, store, and retrieve case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items.
• Assist attorneys with trial preparation, which may include attending trials and hearings
• Organize and maintain documents in a paper or electronic filing system
• Investigate facts and laws of cases and searching public records and other resources to prepare cases and determine causes of action
• Direct and coordinate law office activity, including delivery of subpoenas
• Prepare and process deeds to be filed with the Recorder of Deeds
• Apply online for Tax ID numbers for businesses and trusts
• Assist with the administration of client estates
• Assist with real estate settlement transactions
• Track the status of client projects, and keep tickler system to ensure that deadlines are met
• Scan client paperwork for electronic storage
• Prepare client correspondence (email, fax, regular mail, etc.)
• Forward incoming voice messages and faxes to the appropriate person
• Set appointments for attorneys, and call clients to remind them of upcoming appointments
• Register attorneys for CE courses, add to their calendars, and ensure that CE credit is obtained
• Prepare and process original estate planning and business planning documents – wills, powers of attorney, trusts, etc.
• Notarize documents, when needed
• Utilize and maintain law firm client database (QuickBooks, Clio)
• Create and send client invoices, in consultation with attorneys
• Order supplies for the office
• Respond to phone calls, texts, and e-mails in a timely fashion
• Follow and adhere to Company policies, procedures, and guidelines
• Willing to learn the industry and help us maintain and grow our marketplace position
• Attend business meetings and trainings as required
• Perform other administrative tasks and special projects as assigned

Maintain a professional attitude and appearance. Possess the ability to connect with a variety of personalities. Live out Faithward Formula. Exhibit strong leadership skills – leads by example and helps motivate others to do their best. Utilize extremely strong phone skills – high energy and passion for helping others. Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line. Be enthusiastic about providing the best possible customer service for clients and customers. Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments. Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally. Possess strong relationship management and the ability to drive multiple tasks to completion successfully. Be a resourceful team player and a positive "can-do" attitude. Have the ability to work in a fast-paced environment. Think and act like an entrepreneur and take an ownership mentality in all that is done in this position. Be detail oriented and helpful. Have the ability to perform accurate data entry within specified time frames. Possess the ability to use or quickly learn specific CRM and other business software. Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization. Possess excellent organization, problem solving, and planning skills. Demonstrate excellent time management skills and ability to adhere to schedules/deadlines. Be dependable and safety oriented. Have the ability to work some nights and weekends as needed. Produce a negative pre-employment drug screen and have the ability to pass a criminal background check. Maintain a good attendance record and travel as required.