Associate Attorney

BCG Attorney Search; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Vision insurance

401(k) with matching

Paid paternity leave

Medical insurance

Dental insurance

Paid maternity leave

Job summary

BCG Attorney Search is seeking an Associate Attorney in Tulsa, OK, to engage with clients on estate and financial planning services. This role involves conducting client consultations and leading workshops to educate clients, ensuring a comprehensive approach to their financial needs.

Candidates should possess a Juris Doctorate, an active law license, and strong communication skills. The position offers benefits like vision, medical, and dental insurance, alongside a 401(k) plan with matching.

Qualifications

• Juris Doctorate and active law license required.
• Strong communication, problem-solving, and time management skills needed.
• Comfortable with public speaking and persuasion.

Responsibilities

• Host workshops to educate clients on estate and financial planning.
• Conduct client consultations and assist clients in taking action.
• Design and review estate plans to meet client goals.
• Lead document signing appointments and explain plans.
• Collaborate with attorneys and staff for client service.

Skills

Communication skills

Problem-solving abilities

Time management

Public speaking skills

Education

Juris Doctorate

Doctor of Law

Tools

Microsoft Office

Apple software

Job description

Job Overview

A law firm seeks an Associate Attorney in Tulsa, OK. This role involves engaging with clients to provide estate and financial planning services. The successful candidate will join a dynamic team dedicated to making a significant impact on clients' lives through comprehensive planning.

Duties

• Host and speak at public workshops to educate potential clients on estate and financial planning options.
• Conduct client consultations, gather necessary information, and assist clients in taking action.
• Design and review individualized estate plans to ensure alignment with client goals.
• Lead document signing appointments, explain plans clearly, and address client questions.
• Collaborate with attorneys, advisors, and staff to deliver exceptional client service.
• Maintain detailed electronic records of meetings and communications.
• Meet weekly with a mentor attorney for ongoing guidance and professional development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Requirements

• Juris Doctorate and active law license.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking, persuasion, and education-based sales.
• Proficiency in Microsoft Office and Apple software preferred.
• Customer service experience preferred.
• Willingness to work early evenings twice a month.
• Reliable transportation – personal vehicle preferred.

Education

• Doctor of Law

Certifications

• Active law license

Skills

• Strong communication and problem-solving abilities.
• Time management and organizational skills.
• Public speaking and persuasion skills.

Benefits

• Vision insurance
• 401(k) with matching
• Paid paternity leave
• Medical insurance
• Dental insurance
• Paid maternity leave