Legal Assistant or Paralegal
1 month ago
An established estate planning law firm is seeking a highly dependable Legal Assistant or Paralegal. If you have experience in transactional or business law, and have a strong orientation for quality client service, this may be the career opportunity you have been seeking.
BENEFITS OVERVIEW
- Qualified Small Employer Healthcare Reimbursement Arrangement (QSEHRA)
- 401(k) Plan + Matching Percentage
- Personal Development Account
- Long Term Disability Insurance (company paid)
- Charitable Contribution Match
- Costco Membership
- Employee Assistance Program (EAP)
- Paid Time Off and Paid Holidays (7 per year)
SCHEDULE
- 8:15 AM to 5:00 PM, Monday-Friday. On Fridays, the office closes to the public at noon and employees are free to leave, as their workload allows.
WORK LOCATION
- On site. One location.
SALARY RANGE
- $22 - $35 per hour
RESPONSIBILITIES
- Prepare drafts of trusts, wills, and related documents.
- Review client assets and take appropriate steps to ensure all assets are inventoried, titled correctly and that the trust, if applicable, is properly funded.
- Assemble portfolio binders for delivery to clients.
- Review estate plan documents with clients at final signing and collect payment.
- Assist attorney at meetings with family members after their loved one has passed away.
- File court documents for probates, guardianships, conservatorships, and certain trust matters.
- Communicate with clients on the progression of their estate plan or estate administration.
- Prepare various letters for effective correspondence, perform data entry and general administrative tasks such as scanning and filing of documents.
- Submit accurate billing.
Thompson Law’s hiring process for this position includes a skills assessment.
#hc11738
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