Overview
Legal Account Resolution Specialist Jobs in Independence, OH at Weltman, Weinberg & Reis Co., LPA
We are seeking an energized and detail-oriented Estate Planning Legal Assistant to join our team. As an Estate Planning Legal Assistant, you will play a crucial role in supporting our attorneys in all aspects of estate planning document preparation and client management. Your responsibilities will include assisting attorneys in client correspondence related to estate planning documents, facilitating the intake process for new clients, and performing various administrative duties such as recording, file management, and scanning.
Responsibilities:
– Act as the point person for the firm by handling client relations over the phone, addressing inquiries, and providing exceptional customer service.
– Collaborate with attorneys to prepare client correspondence and ensure accurate and timely communication.
– Facilitate the intake process for new clients, including gathering necessary information and scheduling appointments.
– Maintain organized and up-to-date client files, ensuring all documents are properly recorded, filed, and easily accessible.
– Perform administrative tasks such as scanning, photocopying, and data entry to support the efficient operation of the firm.
– Assist with calendar management, scheduling appointments, and coordinating meetings for attorneys and clients.
– Assist attorneys in delivering estate planning documents, including wills, trusts, and powers of attorney.
– Conduct legal research and gather relevant information to support attorneys in case preparation and document drafting.
– Stay updated on estate planning laws, regulations, and industry trends to provide accurate and informed assistance to attorneys and clients.
Requirements:
*** Willing to train the right motivated candidate ***
– Prior legal experience is not required; however, we are seeking a candidate with a history of customer service oriented positions.
– Knowledge of estate planning documents and procedures.
– Excellent written and verbal communication skills.
– Exceptional organizational and time management abilities.
– Computer literacy and proficiency in MS Office Suite.
– Attention to detail and ability to maintain confidentiality.
– Strong interpersonal skills and ability to handle client relations with professionalism and empathy.
– Ability to work both independently and collaboratively in a fast-paced environment.
If you are a dedicated and motivated individual with a passion for estate planning and law, we invite you to apply for this position and contribute to our team’s success in providing exceptional legal services to our clients. Salary starts at $23/hour but is based on experience.
Job Type: Full-time
Pay: From $23.00 per hour
Expected hours: 40 per week
Benefits:
401(k) matching
Free parking
Opportunities for advancement
Paid sick time
Paid time off
Retirement plan
Schedule:
Monday to Friday
Work Location: In person
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Title: Legal Account Resolution Specialist
Company: Weltman, Weinberg & Reis Co., LPA
Location: Independence, OH
