*MAJOR RESPONSIBILITIES: *The following are the duties performed by employees in this classification.
However, employees may perform other related duties.
* Open and maintain digital legal files according to accepted legal practices and Firm policy.
* Provide client matter management assistance.
* Prepare a variety of correspondence, memoranda, and legal documents including probate estate administration pleadings, wills, trusts, deeds, powers of attorney, and other estate planning documents.
* Communicate with clients and trust grantors and beneficiaries.
* Maintain attorney calendar by planning and scheduling conferences, teleconferences, and travel.
* Document and input attorney reimbursable expenses.
* Assist attorney(s) with client billing.
* Perform other duties as assigned within the scope of the job classification.
* Maintain client confidence by keeping attorney/client information confidential.
*SKILLS AND ABILITIES:*
* Possess excellent written and verbal skills.
* Good proofreading, grammar, and editing skills.
* Responsible, organized, detail-oriented, and a problem solver.
* Able to handle multiple tasks in timely manner.
* Comprehensive knowledge and experience with the following software programs preferred: Microsoft Office (Word, Outlook, Excel, and PowerPoint) and AdobeDC.
* Experience using HotDocs is helpful.
* Experience using ProSystems Fx is helpful.
* High production skills.
* Able to work independently with minimal supervision.
* Ability to interact professionally with all levels of employees.
* Use good judgment to make decisions appropriate to level of responsibilities.
* Ability to learn new skills and systems quickly.
Job Type: Full-time
Pay: $55,000.
00 - $60,000.
00 per hour
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Education:
* Bachelor's (Preferred)
Experience:
* HotDocs, AdobeDC, using ProSystems Fx: 4 years (Preferred)
* Estate and Succession: 3 years (Preferred)
Work Location: In person
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