Estate Planning Legal Assistant
4 weeks ago
Are you a detail-oriented legal professional passionate about helping clients and delivering an exceptional customer experience? If you thrive in a team-focused environment, enjoy building client relationships, and are seeking a role with growth opportunities and work-life balance, we want to hear from you
We're Carolina Family Estate Planning, a forward-thinking law firm specializing in estate and long-term care planning. We're seeking an Estate Planning Legal Assistant who is proactive, client-centered, and committed to excellence. If you have prior estate planning experience, enjoy working directly with clients, and value innovation, this could be the perfect opportunity for you.
What You'll Do
As an Estate Planning Legal Assistant, you'll work closely with clients, team members, and leadership to ensure a seamless estate planning process. Key responsibilities include:
- Meeting with clients in person and virtually to gather accurate information and assist throughout their journey.
- Reviewing active matters weekly to ensure timelines and deadlines are met.
- Managing sensitive financial documents and organizing them for clients' estate planning goals.
- Conducting signing meetings and other key client interactions.
- Supporting the Legal Team with funding and administrative tasks.
- Maintaining accurate records, managing calendars, and ensuring timely follow-ups.
- Providing backup support for the Administrative Assistant when needed.
- Occasionally attending after-hours workshops as a witness or notary.
We're seeking someone who shares our values of integrity, collaboration, and client care. Our ideal candidate will bring:
Skills and Characteristics
- A growth mindset with a passion for helping others.
- Strong organizational skills and attention to detail.
- Excellent communication skills, both written and verbal.
- The ability to work independently and collaboratively in a fast-paced environment.
- Comfort meeting with clients in person and remotely.
- A team-oriented approach and commitment to delivering outstanding results.
- At least 1 year of client-facing experience in a law firm or professional services setting.
- An associate degree or higher (preferred) OR equivalent work experience.
- Proficiency in virtual technology and software, such as Zoom, Google Workspace, and Microsoft Office.
- North Carolina Notary Public certification (or willingness to obtain it).
At Carolina Family Estate Planning, we value our team and their contributions. You'll enjoy:
- Competitive compensation: Hourly pay plus results-based incentives.
- Generous benefits package: Health insurance, PTO, and more.
- Flexible work environment: Supporting work-life balance.
- Growth opportunities: Professional education and career development.
Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.
We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.
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