Remote Estate Planning Paralegal & Client Services Lead

Hargrove,-Inc; Louisville (KY); Teletrabalho; USD 50 000 - 70 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Full-time Employment

401k with competitive matching

Health Insurance

Paid-Time Off

Flexible Hours

Fun coworkers and growth potential!

Resumo da oferta

Hargrove Management Services Organization, Inc is seeking an Estate Planning Paralegal to support our virtual estate planning process. You will facilitate secure online meetings via NetLaw, onboard clients, schedule sessions, and draft or review estate planning documents.

Strong written and verbal communication, independence, confidentiality, and attention to detail are essential. Responsibilities include maintaining client and advisor databases, coordinating calendars for multi-party virtual

Qualificações

• 4+ years of experience in Estate Planning and drafting Estate Planning documents required.
• Prior experience with case and/or project management; ability to coordinate multiple calendars.
• Proficiency in Microsoft Word, Excel, Outlook, and Zoom; basic ability to learn new tech systems.

Responsabilidades

• Maintain database of clients, financial advisors, and legal team; monitor progress; log activity; enter/update data.
• Communicate with financial advisors and clients to ensure engagement and task completion.
• Schedule and manage a synchronized calendar for virtual meetings with clients, attorneys, and financial advisors.
• Monitor and respond to inquiries through online support (chat, email, video).
• Provide technical guidance on NetLaw and video conference tools to users.
• Assist Attorneys with client support such as drafting documents and finalizing materials.
• Complete other tasks as assigned by management.
• Assist in oversight and training of legal assistants for the virtual practice.

Conhecimentos

Estate planning experience

Case management

Calendar coordination

Microsoft Word

Microsoft Excel

Outlook

Zoom

Communication skills

Confidentiality

Team player

Ferramentas

NetLaw

Descrição da oferta de emprego

Hargrove Management Services Organization, Inc is seeking an Estate Planning Paralegal to support our virtual estate planning process. You will facilitate secure online meetings via NetLaw, onboard clients, schedule sessions, and draft or review estate planning documents.

Strong written and verbal communication, independence, confidentiality, and attention to detail are essential. Responsibilities include maintaining client and advisor databases, coordinating calendars for multi-party virtual