Estate Planning Paralegal / Legal Assistant

NorthPoint Search Group; Sandy Springs (GA); In loco; USD 35.000 - 45.000; Tempo pieno

Vantaggi offerti da questo lavoro

Up to $400 per pay period for healthcare or personal expenses

Descrizione del lavoro

NorthPoint Search Group is seeking an Estate Planning Paralegal / Legal Assistant in Sandy Springs, Georgia. This role involves drafting estate planning documents, coordinating deed filings, and supporting client and legal administrative functions. The ideal candidate has at least 1 year of related experience, preferably in estate planning or trust, along with strong communication and organizational skills. This position offers a competitive salary of $35,000-$45,000 plus benefits allowance.

Competenze

• 1+ years of related experience preferred.
• Estate planning or trust experience highly preferred.
• Strong attention to detail required.

Mansioni

• Draft estate planning and trust documents.
• Coordinate deed filings with counties.
• Assist with corporation formations.
• Support trust funding activities.
• Coordinate and organize client documentation.
• Draft client correspondence and letters.
• Answer phones and assist with general office administration.
• Maintain accurate and organized files.

Conoscenze

Attention to detail

Communication skills

Organizational skills

Formazione

Degree or Paralegal Certificate

Descrizione del lavoro

Estate Planning Paralegal / Legal Assistant

Who

A small, well-established financial and estate planning firm is seeking a detail-oriented Estate Planning Paralegal / Legal Assistant to support estate planning, trust administration, and client coordination activities.

What

This role will assist with drafting estate planning documents, coordinating deed filings, handling trust funding activities, and supporting day-to-day client and legal administrative functions.

When

Immediate opening due to continued business growth.

Where

Sandy Springs, Georgia – In-office environment located just inside the perimeter off Roswell Road.

Why

Excellent opportunity to join a flexible, team-oriented office environment where employees gain broad exposure to estate planning, legal administration, and client service operations.

Office Environment

Professional, collaborative, and flexible small-office environment with strong work-life balance and early Fridays at times.

Compensation

$35,000 – $45,000 base salary plus benefits allowance.

Benefits

Up to approximately $400 per pay period allowance that employees may use toward healthcare, transportation, or personal benefit expenses.

Key Responsibilities

• Draft estate planning and trust documents
• Coordinate deed filings with counties
• Assist with corporation formations
• Support trust funding activities
• Coordinate and organize client documentation
• Draft client correspondence and letters
• Answer phones and assist with general office administration
• Maintain accurate and organized files

Requirements

• 1+ years of related experience preferred
• Estate planning or trust experience highly preferred
• Strong attention to detail required
• Degree or Paralegal Certificate preferred
• Strong communication and organizational skills