JOB RESPONSIBILITIES:
- Heavy drafting of estate planning documents using WordPerfect, Word, Excel, Power Point
- Efiling court documents with court
- Business succession planning knowledge
- Maintaining master client list, business entities status list
- Must be able to manage and create client files, coordinate meetings, answer phone calls, take notes/messages and redirect calls when appropriate, manage emails and calendar for attorney
- facilitate the meeting of deadlines by keeping multiple agendas and provide timely reminders
- Input time for billing.
CANDIDATE QUALIFICATIONS:
-- Willingness to learn and ability to follow instructions.
- Excellent work references for work ethic, attendance and customer service skills.
- Ability to produce professional correspondence using Word, WordPerfect & Excel.
-Must be exceptional in grammar and typing abilities. Demonstrates exceptional proficiency in proofreading, oral, and written communication skills
-- Ability to manage multiple tasks/clients/job duties throughout the day
- Ability to multi-task and being comfortable with a diverse pool of people within a fast-paced environment, remain flexible and manage changing priorities
- Ability to pass a background check
Benefits include: Matching 401K, paid insurance, parking and vacation. Salary is competitive based on experience.
Experience required: At least 1 year in estate planning.
Resumes only-no phone calls
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Free parking
- Health insurance
- Paid time off
Ability to Relocate:
- Dallas, TX 75206: Relocate before starting work (Required)
Work Location: In person
