Estate Planning Paralegal — Impactful Client Service

Venture Hire Group LLC; Raleigh (NC); Presencial; USD 54 000 - 66 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health, disability, life, dental, and视

401(k) with match

Generous PTO

Professional development & education

Resumo da oferta

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.

Qualificações

• 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)

Responsabilidades

• 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

Conhecimentos

Positive attitude

Interpersonal skills

Communication skills

Telephone presence

Attention to detail

Multi-tasking

Microsoft Office

Typing 80+ wpm

Independent problem solving

Process improvement

Formação académica

Bachelor's degree

Paralegal certificate (ABA approved)

Ferramentas

CLIO

Adobe Acrobat

NetDocuments

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Typing 80+ wpm

Descrição da oferta de emprego

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.