Estate Planning Paralegal

Venture Hire Group LLC; Raleigh (NC); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health, disability, life, dental, and视

401(k) with match

Generous PTO

Professional development & education

Job summary

Venture Hire Group LLC is seeking an Estate Planning Paralegal in Raleigh, NC to support attorneys with estate and trust administration. The role emphasizes preparing documents, managing case files, client communication, and meeting deadlines.

Ideal candidates have 2+ years in estate planning and notary availability. Qualifications include a Bachelor's or ABA-approved paralegal certificate, Notary Public, and proficiency with MS Office; familiarity with CLIO/NetDocuments is a plus.

Qualifications

• Bachelor's degree or paralegal certificate from ABA approved program preferred
• 2+ years' experience in office administration/executive-level support preferred
• 2+ years' experience with estate planning/trusts & estates practice preferred
• Notary Public required (must be eligible to receive notary certificate if not already obtained)

Responsibilities

• Interact with clients professionally by phone, email and in person
• Screen incoming calls and respond as necessary
• Assist clients and witness/notarize document execution, scanning and processing
• Open, maintain and close client files (electronic and hard files) and manage contacts/matters in the practice management system
• Handle office administration: mail, supplies, organization, etc
• Document tasks and client interactions in practice management and billing systems
• Assist with marketing and events, including materials for events and newsletters
• Be dependable, maintain confidentiality, meet deadlines, and work under attorney supervision while taking ownership of tasks

Skills

Positive attitude

Interpersonal skills

Communication skills

Telephone presence

Attention to detail

Multi-tasking

Microsoft Office

Typing 80+ wpm

Independent problem solving

Process improvement

Education

Bachelor's degree

Paralegal certificate (ABA approved)

Tools

CLIO

Adobe Acrobat

NetDocuments

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Typing 80+ wpm

Job description

Estate Planning Paralegal (Raleigh, NC)

SNAPSHOT!

Position summary:

Are you passionate about helping families navigate some of life's most challenging moments with compassion and clarity?We’re currently looking to add an Estate Planning Paralegal to our growing team—someone who wants to make a meaningful difference in people’s lives by helping them plan for the future and honor the past. As an Estate Planning Paralegal, you will play a key role in supporting our attorneys with estate and trust administration tasks. You’ll be responsible for preparing legal documents, managing case files, communicating with clients, and ensuring deadlines are met. Our ideal candidate has at least two years of experience, strong organizational skills, and a genuine passion for client service and estate law.

Immediate Opening for a Estate Planning Paralegal who possesses:

• Bachelor's degree from four-year college/university, or paralegal certificate from ABA approved program preferred
• 2+ years' experience in office administration/executive-level support preferred
• 2+ years' experience with estate planning/trusts & estates practice preferred
• Notary Public required (must be eligible to receive notary certificate if not already obtained)

Preferred Skills:

• Positive attitude and proactive personality with excellent interpersonal skills, including a desire to interact and maintain professionalism with clients, attorneys, staff, and other professionals
• Strong communication skills, including written and verbal, with impeccable spelling and grammar
• Friendly and professional telephone presence
• Meticulous attention to detail with high level of organization and the ability to multi-task, prioritize tasks, handle multiple projects simultaneously, and adapt quickly in a fast-paced environment
• Above-average computer skills, including proficiency with Microsoft Windows, Word, Excel, PowerPoint, and Outlook; Must be able to learn and operate the firm's other software applications (CLIO, Adobe Acrobat, Netdocuments, etc.) on an advanced level within a reasonable period; Typing skills of 80+ wpm
• Ability to work, problem solve, and find solutions independently and as part of a collaborative team
• Ability to follow established processes/systems, but also identify inefficiencies and suggest improvements
• Ability to sit and work on computer-based programs for up to the majority (80-90%) of the workday

Key Responsibilities include:

• Professional and friendly interaction with clients via phone, email and in person
• Screen incoming phone calls and respond as necessary
• Assist with clients as needed, including serving as witness and/or notary to document execution, scanning and processing client documents, preparing correspondence and filings, etc
• Open, maintain and close client files (electronic and hard files); Create and maintain contacts and matters in practice management system
• Manage office administrative functions, including processing incoming and outgoing mail, maintaining inventory of office supplies, overall office organization, etc
• Document tasks and client interaction in practice management & billing systems
• Assist with marketing and events, including planning periodic client and business development events, preparation of marketing materials and materials for events, assisting with newsletters and mailing lists, etc
• Be dependable; maintain strict confidentiality; be punctual and meet deadlines
• Work under direct attorney supervision as a team with a high level of communication and interdependence, but also take ownership of workflow and assigned projects and work independently to accomplish tasks in an efficient manner

Compensation Includes:

• Competitive Salary based on experience

• Benefits include health, disability, life, dental, vision insurance (combination of firm-paid and pre-tax salary deduction), 401(k) with match, generous PTO policy, professional development and education allowance

Compensation:

$60,000 per year