Associate Attorney
7 months ago
Lancaster
Job DescriptionDescription: Experience (preferred or required): • Juris Doctor (J.D.) degree from an accredited law school required, • Admission to the Pennsylvania State Bar and in good standing required, • PA license required, • 1-3+ years of experience as an associate attorney required, • Understanding of estate and tax planning preferred, • Understanding of business planning preferred, • Understanding of elder law preferred, • Analytical, legal research, and writing skills required, • Understand the importance of creating rapport, developing trust and becoming a holistic advisor for clients and their families required, • Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required, • Demonstrated ability to lead and inspire a team to achieve operational excellence preferred, • CRM software experience required; Clio preferred, • Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate, • Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning, • Meet with clients to understand their unique goals and assets, • Be a trusted advisor to clients and build relationships, • Grow portfolio of clients, • Deepen networks, • Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations, • Represent clients in court proceedings, hearings, and negotiations as necessary, • Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives, • Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets, • Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives, • Advise clients on tax implications, asset protection strategies, and charitable giving options, • Review and update existing estate plans as needed, • Draft and revise legal documents with accuracy and attention to detail, • Ensure all documents comply with applicable state and federal laws, • Explain complex legal concepts to clients in a clear and understandable manner, • Obtain client signatures and witness documents as required, • Cultivate and promote relationships with key business partners and fostering and promoting a culture of compliance, • Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies, • Maintain accurate and organized case files, documentation, and correspondence, • Build and maintain strong client relationships through responsive communication and exceptional service, • Respond to phone calls, texts, and e-mails in a timely fashion, • Follow and adhere to Company policies, procedures, and guidelines, • Willing to learn the industry and help us maintain and grow our marketplace position, • Attend business meetings and trainings as required, • Perform other administrative tasks and special projects as assignedRequirements:, • Maintain a professional attitude and appearance, • Possess the ability to connect with a variety of personalities, • Live out Faithward Formula, • Exhibit strong leadership skills – leads by example and helps motivate others to do their best, • Utilize extremely strong phone skills – high energy and passion for helping others, • Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line, • Be enthusiastic about providing the best possible customer service for clients and customers, • Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments, • Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally, • Possess strong relationship management and the ability to drive multiple tasks to completion successfully, • Be a resourceful team player and a positive “can-do” attitude, • Have the ability to work in a fast-paced environment, • Think and act like an entrepreneur and take an ownership mentality in all that is done in this position, • Be detail oriented and helpful, • Have the ability to perform accurate data entry within specified time frames, • Possess the ability to use or quickly learn specific CRM and other business software, • Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization, • Possess excellent organization, problem solving, and planning skills, • Demonstrate excellent time management skills and ability to adhere to schedules/deadlines, • Be dependable and safety oriented, • Have the ability to work some nights and weekends as needed, • Produce a negative pre-employment drug screen and have the ability to pass a criminal background check, • Maintain a good attendance record and travel as required