Legal Assistant / Paralegal

Forbes Consult St. Louis , MO 63144

Posted 2 months ago

Responsibilities

  • Manage intake process and calendar to keep office schedule on track
  • Communicate with clients, potential clients, and referral sources in a friendly but professional manner to ensure excellent customer service and to inspire confidence in the firm (soft selling)
  • Onboard new matter files in cloud-based firm practice management software
  • Set up preliminary draft estate planning documents for attorney editing
  • Finalize, and assemble estate planning documents and notebooks for signing meetings
  • Serve as a witness or Notary for signing meetings
  • Prepare and e-file Probate estate documentation
  • Additional responsibilities can be added for the right candidate based on experience level

Requirements

  • At least 4 years of experience in a law firm setting, preferably with trust and estate experience (equivalent trust or financial institution experience will be considered)
  • Excellent verbal and written communication skills
  • High level of proficiency with Microsoft Word and basic level of experience with Excel, and Outlook required
  • Detail-oriented person with excellent organizational skills who thrives when working with systems and procedures and checklists
  • Tech-savvy with the ability to quickly learn new software; Experience with practice management software (preferably cloud-based) and/or drafting software desired
  • Sales, Marketing, and Customer Service experience helpful
  • High level of ethics and integrity

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development
  • Wellness Resources
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Legal Assistant / Paralegal

Forbes Consult