Paralegal

Craig Bradford Associates, Inc.; Willistown Township (PA); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Craig Bradford Associates, Inc. on the Main Line seeks an experienced Paralegal or Legal Assistant with a strong background in Business/Transactional law and Trust/Estate Planning to join their team.

You will draft and finalize a broad range of legal documents under attorney supervision, manage client communications, and support senior attorneys across all phases of client representation in a collaborative boutique firm environment.

Qualifikationen

• 3+ years experience in Business/Transactional law and/or Trust, Estate Planning, and Administration
• Associate’s degree in paralegal studies or paralegal certificate
• Exceptional organizational and multitasking abilities
• Strong written and verbal communication skills with clients and attorneys
• Active Pennsylvania Notary Public commission

Aufgaben

• Provide comprehensive support to attorneys across all phases of client representation
• Draft, prepare, and finalize wills, trusts, powers of attorney, estate filings, operating agreements, and asset/stock purchase agreements under attorney supervision
• Conduct legal research using Westlaw/Practical Law or LexisNexis; draft memoranda and client communications
• Maintain organized client files, case management records, and billing documentation
• Coordinate client meetings and closings; monitor deadlines across transactional matters and estate administration timelines

Kenntnisse

Business/Transactional Law

Trusts & Estates

Client-facing

Notary Public

Ausbildung

Associate’s degree in paralegal studies

Paralegal certificate

Tools

Westlaw

LexisNexis

Microsoft Office

Jobbeschreibung

Location: Main Line Area, (Greater Philadelphia)

Compensation: Negotiable (Based on Experience)

Our client is a growing boutique law firm based on the Main Line. We are seeking an experienced, detail-oriented Paralegal or Legal Assistant to join their team. This is an excellent opportunity for a motivated legal professional with a strong background in Business/Transactional law and/or Trust, Estate Planning, and Administration.

The ideal candidate has experience in Mergers & Acquisitions, thrives in a client facing role, takes ownership of their work, and brings both precision and professionalism to every matter they manage. This role offers the right candidate a chance to collaborate closely with skilled attorneys in a collegial, professional environment where their contributions will have a direct and meaningful impact.

Overview of Responsibilities

• Provide comprehensive support to attorneys across all phases of client representation
• Draft, prepare, and finalize a broad range of legal documents including wills, trusts, powers of attorney, estate administration filings, operating agreements, and asset/stock purchase agreements under attorney supervision, while managing correspondence with clients, beneficiaries, creditors, opposing counsel, and financial institutions
• Conduct legal research using Westlaw (Practical Law), LexisNexis, or comparable platforms; draft memoranda, correspondence, and client-facing communications
• Maintain accurate and organized client files, case management records, and billing documentation in accordance with Firm protocols and the Rules of Professional Conduct
• Coordinate and participate in client meetings and transactional deal closings; proactively manage and monitor critical deadlines across transactional matters and trust/estate tax and administration timelines
• Serve as a primary point of contact for clients, managing phone calls, emails, and routine inquiries with professionalism and sound judgment
• Actively pursue professional development through relevant CLE courses and training programs

Overview of Qualifications

• 3+ years experience in Business/Transactional law and/or Trust, Estate Planning, and Administration, with a willingness to expand into complementary practice areas
• Associate’s degree in paralegal studies, Bachelor's degree, paralegal certificate, or equivalent combination of education and experience
• Exceptional organizational & multitasking abilities, with a demonstrated track record of managing multiple client matters and competing deadlines
• Strong written and verbal communication skills, with the ability to engage professionally with clients, attorneys, and third parties at all levels
• Ability to work independently with limited supervision while contributing collaboratively within a boutique firm environment
• Advanced proficiency with Microsoft Office Suite; aptitude for learning new legal research and accounting software platforms
• Experience with estate administration/trust accounting software (Zanes)
• Familiarity with Westlaw Practical Law for transactional matters
• Knowledge of Pennsylvania Probate Procedures and Orphans' Court Rules
• Active Pennsylvania Notary Public commission
• Background in additional practice areas such as Litigation or Real Estate is a plus