Estate Planning Assistant
3 weeks ago
We are seeking a highly skilled and organized Estate Planning Assistant to join our team at Antanavage Farbiarz PLLC. As an Estate Planning Assistant, you will be responsible for managing office correspondence, administrative tasks, and providing exceptional support to our attorneys and clients.
Responsibilities:
Manage office correspondence and administrative tasks such as answering phone calls, responding to emails, and communicating with clients and partners.
Serve as a primary contact and case manager for estate planning cases.
Assist with gathering client information for their cases and preparation of estate planning and related documents.
Draft documents for estate planning clients based on attorney instructions and appropriate templates.
Assist clients with funding trusts.
Provide administrative support to the firm's marketing activities by producing our monthly podcast, coordinating with marketing vendors, and even drafting blog posts or social media posts.
Qualifications:
Candidates must have worked with legal software, case management, and docketing programs.
Ability to work effectively in a fast-paced environment and meet deadlines with quick turnaround times.
High school diploma or equivalent is required; associate's degree is a plus.
Minimum 1-2 years of experience in a law firm or office environment as an administrative assistant or secretary.
Proficient with MS Office products.
Candidates should have strong organizational skills and communication skills.
About Company:
Antanavage Farbiarz PLLC is a law firm focused on estate planning, estate administration, elder law, and real estate. We work hard for our clients, but also balance expectations with reality; rake time to be with our own families and find a real work-life balance that allows us to bring our best to work each and every day.
Compensation:
Hourly compensation will be provided.
Work Environment:
This is a part-time position with flexible hours (ideally 9-3 or 10-4 each day). With the right person, this position is expected to turn into a full-time position, but if part-time or contract only is your jam, we can do that too.
Core Values:
Flexibility. We meet clients where they are and use technology to facilitate communications we make it easy for clients to reach us, to provide services and we are transparent in our process and fees (flat fees).
High Standards. We believe it is important to provide the highest quality services to our clients. We are willing to put in the work to get the job done right.
Empathy and Compassion. We listen to our clients and empathize with their situations. We recognize that our clients are probably going through the worst problem they have ever had or are planning for the worst problem they have ever had.
Access to Justice. We believe it is critical that people of all walks of life be able to access basic legal services, such as estate planning. We provide free information on our website, our blog, social media, and our email campaigns. We will help anyone who wants to create an estate.
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