Overview
Paralegal – Corporate Governance and IP – Remote Jobs in Effingham, IL at Heartland Dental
Job purpose
Estate Planning Paralegal to draft trusts, wills, POA’s, deeds and LLC documents. The ideal candidate will have an eye for detail, excellent typing, writing, editing & phone skills, and work well under pressure. Client interaction skills are a must. We are looking for candidates with passion for providing an exceptional legal product and client experience, and excited to be part of a rapidly growing, evolving and innovative law firm.
As the first Alternative Business Structure law firm approved by the Arizona Supreme Court, it is critical that a candidate work well with the financial advisors and other team members at our sister company, Trajan Wealth.
We are open to this person working out of any of our Scottsdale, Gilbert, or Peoria offices.
Duties and responsibilities
Preparing trusts, wills, POAs, deeds, and LLCs – AZ and out-of-state
Coordinating with clients, banks, financial advisors and insurance companies to assist our clients with funding their trust after they sign their documents
Working on a local team of paralegals servicing both in-state and out-of-state attorneys
Communicating with county recorders offices, corporation commission offices and secretary of state offices (in and outside AZ) to complete filings and recordings
Working closely with financial advisors and other team members at our sister company, Trajan Wealth
Qualifications
2+ years Paralegal experience or similar role.
4-year college degree or a paralegal / legal assistant certificate. CLDP’s also welcome to apply.
Outstanding written and verbal communication capability
Strong research and problem-solving skills
Ability to work in a fast-paced environment with an ability to multi-task
Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint
A positive attitude, well-organized, and detail-oriented, with a high tolerance for change.
Knowledge of investing and/or estate planning.
Strong communication and listening skills to uncover client needs
Experience working with WealthDocx preferred
Benefits
W2 position with a base salary of $70-80K depending on experience.
401k with matching component up 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
Title: Paralegal – Corporate Governance and IP – Remote
Company: Heartland Dental
Location: Effingham, IL
