Paralegal - Estate Planning / Legal Assistant

Legal Assistant

TrustWorks Law is seeking a meticulous and proactive Legal Assistant to join our estate planning law firm. TrustWorks provides comprehensive personalized estate planning services to help clients prepare for the future. We are seeking to hire Legal Assistants which will be assigned an office in metro Atlanta or in one of our 5 offices located outside of Atlanta. 

As the Legal Assistant, you will have substantial client contact as well as interaction with attorneys.  The Legal Assistant will provide administrative support to the attorney and assist with a variety of tasks related to estate planning files.  The Legal Assistant will be primarily responsible for producing estate planning documents and compiling the binders for signings.  

 If you are passionate about helping people, want less stress, an excellent work/life balance, and are highly motivated, then this IS the opportunity for you!

The Firm offers a workplace where everyone feels welcomed.  You will find a collaborative and enthusiastic team whose focus is to provide their clients with world-class legal services.  Join our team and be part of an innovative and dynamic environment where you can make a meaningful impact.

Duties/Responsibilities/Essential Functions:

• Type, edit, format and proofread a variety of moderate to complex documents and collaborate with attorneys to coordinate document production.
• Preparation of Estate Planning Binders, ensuring accuracy before and after signings.
• Answering the phones and directing calls, if necessary.
• Filing all documents and loose papers systematically, maintaining an organized filing system (electronically and in paper, as determined).
• Recording documents and deeds with courts, E-filing
• Coordinate client meetings and calendar events.
• Assist with, and sometimes conduct, signing appointments with clients.
• Assist in seminars, if needed.
• Conduct the post-consultation client intake interview.
• Performing any other duties as assigned with dedication and professionalism.

Required Skills/Abilities/Competencies:

• Working knowledge of the Estate Planning Rules as well as the Rules of Civil Procedure and Statutes of assigned state.
• Exemplary professionalism and discretion in handling sensitive and confidential information.
• Remarkable organizational skills with meticulous attention to detail.
• Excellent verbal and written communication skills, with ability to effectively manage relationships.
• Excellent time management skills with ability to meet deadlines.
• Thrive in a fast-paced environment and tackle opportunities with strong problem-solving and decision-making skills.
• Ability to work independently, organize, and manage multiple tasks and priorities.
• Approachable, engaging, and always ready to greet challenges with a smile
• Advanced computer literacy with Windows applications, Web applications, MS Office, Google Docs, and other modern business applications.
• WealthCounsel, Clio software programs.

Benefits:

• Generous amounts of time away from work to promote a healthy work-life balance. We offer paid vacation to all full-time employees in addition to observing 10 holidays annually.
• A substantial benefit package for health insurance including Medical, Dental, Vision and Life insurance at no charge for the employee and made available for your dependents to enroll for coverage.

NOTE:  THIS POSITION IS IN THE OFFICE AND NOT REMOTE.  OUT OF TOWN CANDIDATES WILL NOT BE CONSIDERED.