Senior Trust & Estate Paralegal/ Director

Trust Counsel PL; Coral Gables (FL); In loco; USD 80.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Full Benefits

Health insurance

401(k) Plan

Dental & Vision

Life Insurance

Descrizione del lavoro

Bighorn Law in Miami, FL seeks a Director of Client Services in the Estate Planning Dept. This full-time, in-office role is the main client contact and combines engagement leadership with senior paralegal expertise.

You will address client concerns, explain the value of estate planning, discuss fees, and guide clients toward our services.

Join an established team with training and support; compensation starts at $80,000 base with OTE up to $120,000, plus full benefits.

Competenze

• Foreign attorney or senior trusts & estates paralegal
• Experience meeting with prospective clients and building trust
• Ability to explain complex estate planning concepts to clients
• Comfort discussing fees and guiding clients through the process

Mansioni

• You will be the client's main contact from engagement to representation
• Address concerns and demonstrate the value of our services
• Collaborate with attorneys to support the estate planning department
• Join an established team with a 120-day training program

Conoscenze

Estate Planning

Client relations

Communication

Paralegal or JD experience

Formazione

Bachelor's degree or Paralegal certification

Descrizione del lavoro

**This is a full-time, in-office position at our Miami, FL location.

Are you a Foreign Attorney or an Experienced Senior Trusts & Estates Paralegal looking to upgrade your career?

We are looking for a confident, persuasive professional who enjoys meeting with prospective clients, quickly builds trust, asks the right questions, can help people move past uncertainty and make decisions about protecting their families.

As the Director of Client Services in the Estate Planning Dept, you are the perfect mix of both Director of Client Engagement and Senior Trusts & Estate Paralegal.

This is NOT your usual paralegal position where you are bogged down all day drafting documents. We have a fantastic team for that already. This position is totally client-facing. You should be comfortable addressing concerns, explaining the value of sophisticated Estate Planning, discussing fees, and demonstrating to a prospective client how they move forward when our services are the right solution for them. You will create a relationship with the client that starts when they engage the firm and will become the client’s main point of contact until the conclusion of representation. This is an established position in our firm that will supplement our established Estate Planning Department with two attorneys and four paralegals. You will be joining an existing team and systems, not building a practice from scratch. The firm provides prospective clients and the professional and administrative support necessary to serve them.

Depending on your experience, you might have go through our 120 day training program, where we will teach you our processes from the ground up.

Compensation: $80,000 Base Salary with OTE (on target earnings) benchmarked at $120,000 for this position with performance-based quarterly bonuses for hitting established KPIs.

Full Benefits: including 401(k)(we contribute to yours even if you don't), Qualified Plan Profit Sharing, Fully Covered Health insurance (PPO) - currently Blue Cross, Dental & Vision insurance, Life Insurance.