We are a small, team-oriented law firm in Leesburg seeking a motivated, detail-oriented professional to join our estate planning team. This is a great opportunity for a self-starter who enjoys interesting and challenging work, values collaboration and takes pride in providing excellent service to clients.
Responsibilities:
- Draft standard estate planning documents
- Process revisions to draft documents
- Prepare correspondence and communicate with clients
- Contact clients to obtain the information needed to complete their documents
- Finalize documents for client review and signature
- Enter and maintain accurate information in our client management system
- Maintain organized electronic client files
- Identify and share ideas for improving our document preparation processes
- Work closely with attorneys and other team members to keep client matters moving forward
Job Requirements:
- Bachelor’s degree required
- Estate planning or estate administration experience preferred
- Excellent organizational and communication skills
- Strong analytical and critical-thinking skills
- Careful attention to detail
- Ability to work independently, take initiative and complete assignments on time
- Strong client service skills
- Ability to manage multiple matters and competing priorities
- A collaborative attitude and willingness to contribute as part of a team
Benefits:
- Health insurance
- Dental insurance
- Vision insurance
- 401k plan with match
- Paid time off
Schedule:
- Full-time Monday to Friday
- In-person position in Leesburg, Virginia
Note:
Applications with a cover letter will receive priority review.
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Education:
Work Location: In person
