Estate Planning Paralegal — Client-Facing, Hybrid Role

Trust Counsel PL; Coral Gables (FL); Vor Ort; USD 65.000 - 80.000; Vollzeit

Zusammenfassung

A dynamic law firm in Coral Gables, FL is seeking an enthusiastic Estate Planning Paralegal. This full-time position focuses on client interaction rather than just drafting documents. Responsibilities include managing client meetings, serving as a liaison between clients and attorneys, and running funding meetings. The ideal candidate should have at least 5 years of experience in estate planning and be proficient in Clio and Microsoft applications. The role offers a competitive salary ranging from $65,000 to $80,000 per year.

Qualifikationen

• At least 5 years of experience in estate planning paralegal work.
• Demonstrated competence in working with multiple databases.
• A responsible attitude and an appropriate demeanor.

Aufgaben

• Attend and host the initial in-take meetings with clients.
• Act as liaison between attorney and client.
• Run the Funding Meeting - Assist clients in titling and naming of assets.

Kenntnisse

Exceptional Communication Skills

Client-facing interaction

Database Management

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Proficiency in Adobe applications

Tools

Clio

Monday.com

Wealth Counsel

Jobbeschreibung

A dynamic law firm in Coral Gables, FL is seeking an enthusiastic Estate Planning Paralegal. This full-time position focuses on client interaction rather than just drafting documents. Responsibilities include managing client meetings, serving as a liaison between clients and attorneys, and running funding meetings. The ideal candidate should have at least 5 years of experience in estate planning and be proficient in Clio and Microsoft applications. The role offers a competitive salary ranging from $65,000 to $80,000 per year.