Overview
Legal Assistant Jobs in Milford, CT at Inner Circle Legal Planning
Relationship liaison for Inner Circle’s other referral sources
Overview
Join our team as a Legal Assistant at Inner Circle Legal Planning and play a vital role in supporting our attorneys’ day-to-day operations . Inner Circle’s Legal Assistant will report directly to the owner, Bryan Etter, and primarily function as his “right hand” with regard to a variety of administrative and operational tasks. While the role is intended to be flexible, and account for Bryan/Inner Circle’s evolving and everyday specific needs, the following provides an overview of the Legal Assistant’s core functions:
Duties
- Primary point of contact for Federated Insurance
– Phone calls with Federated’s Regional Marketing Manager, as well as calls/emails with the Marketing Reps (MR’s)
-This will extend to the NJ team as well
-These communications focus on scheduling, case status updates, prospect tracking
- Relationship liaison for Inner Circle’s other referral sources
– Scheduling Networking Meetings (NM’s), communicate regarding scheduling, provide case status updates for referred clients, etc.
- Schedule meetings with clients as directed by Bryan
- Draft and send Estate Planning Summary Letters (and follow up)
- Printing and other support to prepare for meetings
- Scanning signed documents
- Prospective Client (“PC”) Tracker maintenance (and follow up)
- Sharepoint and Clio organization maintenance
- EP Portfolio building and delivery (FedEx or coordinate client pickup)
- Funding / Review Request Emails
- Special projects (marketing, business development, etc.)
Pay: $25.00 per hour
Benefits:
- 401(k) matching
- Paid time off
Work Location: Hybrid remote in Milford, CT 06460
Title: Legal Assistant
Company: Inner Circle Legal Planning
Location: Milford, CT
Category:
