Wealth Protection Planning Legal Assistant

6 days ago

Williamsport, United States Steinbacher Goodall & Yurchak Full time
Job DescriptionJob DescriptionWe are looking for a Legal Assistant who will contribute to a various tasks and responsibilities to facilitate the smooth operation of the Wealth Protection Planning department for our Williamsport office. The preferred candidate should possess organizational skills, a willingness to assist others, and excellent communication skills coupled with attention to detail. No legal experience is required and on the job training will be provided. 

Steinbacher, Goodall & Yurchak offers a comprehensive benefits package, including Paid Time Off, Holiday Pay, Birthday Pay, Retirement benefits, Medical Insurance (Health, Dental, Vision), Gym Membership, Tuition Assistance, and Student Loan Assistance. If you are seeking a rewarding career, we look forward to connecting with you

Responsibilities
  • Assist clients or potential clients with scheduling appointments or initial consultations.
  • Organize and maintain the calendars for various staff members to ensure all appointments are correctly added.
  • Answer phone calls, direct caller to appropriate staff person and/or e-mail appropriate staff person a message related to the call.
  • Attend appointments with the attorneys and interact with clients and referral sources serving as witness and/or notary during signing appointments.
  • Print documents and other forms, as needed for appointments.
  • Prepare and proofread correspondence.
  • Scan, print, copy and save documents.
  • Assist with preparing files for new clients, including printing labels for folders.
  • Assist with litigation tasks, including, but not limited to, sending letters and faxes for information, making telephone calls, updating the status sheet, organizing documents, preparing for hearings, and other tasks as requested.
  • Order tax assessment cards and title searches for clients’ real estate.
  • Perform records research online and at courthouses, including but not limited to researching deeds, gas leases, and corresponding ancillary documents.
  • Record documents at the county courthouse as well as at the Department of State, IRS, the Office of Veteran’s Affairs, and the Department of Public Welfare.
  • Perform triaging and trust funding in accordance with firm policies and procedures.
  • Assist with billing for department to maintain regular and accurate billing.
  • Assign tasks for client files.
  • Organize, maintain and search for hard copy and electronic files as requested by the Attorney or Executive Director.
  • Work to make client satisfaction a top priority, finding quick resolution to client complaints and concerns.
  • Maintain confidentiality of all client and personnel matters.
  • Alert the supervisor or Executive Director or Partners to potential threats to the success of the firm. 

Qualifications

  • High school diploma or GED required
  • Display excellent written, problem-solving, and verbal communication skills
  • History of being deadline-driven and extremely organized
  • At least 1 year experience in an administrative or other related position

 

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