Lancaster
Job DescriptionDescription: Experience: · Associate degree in Paralegal Studies or related field required; Bachelor’s degree in Paralegal Studies or related field preferred · Paralegal certificate required · 3-5 years+ of paralegal experience 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 · Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required · CRM software experience required; Clio preferred · Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required Requirements: Essential Duties and Responsibilities: · Meet and collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives · Build and maintain strong client relationships through responsive communication and exceptional service · Draft legal documents including routine pleadings and motions, affidavits, and interrogatories; files motions and pleading according to judicial procedures · Prepare, draft, and revise legal documents including briefs, wills, contracts, real estate closing statements, pleadings, appeals, and other legal documents with accuracy and attention to detail · Obtain client signatures and witness documents as required · Maintain accurate and organized case files, documentation, and correspondence · Research and analyze statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys · Interview clients and witnesses and prepares summaries of their statements · Prepare, organize, store, and retrieve case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items. · Assist attorneys with trial preparation, which may include attending trials and hearings · Organize and maintain documents in a paper or electronic filing system · Investigate facts and laws of cases and searching public records and other resources to prepare cases and determine causes of action · Direct and coordinate law office activity, including delivery of subpoenas · Prepare and process deeds to be filed with the Recorder of Deeds · Apply online for Tax ID numbers for businesses and trusts · Assist with the administration of client estates · Assist with real estate settlement transactions · Track the status of client projects, and keep tickler system to ensure that deadlines are met · Scan client paperwork for electronic storage · Prepare client correspondence (email, fax, regular mail, etc.) · Forward incoming voice messages and faxes to the appropriate person · Set appointments for attorneys, and call clients to remind them of upcoming appointments · Register attorneys for CE courses, add to their calendars, and ensure that CE credit is obtained · Prepare and process original estate planning and business planning documents – wills, powers of attorney, trusts, etc. · Notarize documents, when needed · Utilize and maintain law firm client database (QuickBooks, Clio) · Create and send client invoices, in consultation with attorneys · Order supplies for the office · 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 assigned • 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