Estate Law Paralegal at Jobot

Scottsdale, AZ 85251

About the Job

Hybrid Office Position - Must be located within a commutable distance to Scottsdale, AZ

This Jobot Job is hosted by: Forrest Mack
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $60,000 - $75,000 per year

A bit about us:

We are a financial advisory firm that offers a range of wealth management services to individuals, families, and businesses. Their services typically include investment management, retirement planning, estate planning, tax optimization strategies, and risk management. We aim to provide personalized financial solutions tailored to each client's unique goals, risk tolerance, and financial situation. They often work closely with clients to develop comprehensive financial plans aimed at helping them achieve their long-term financial objectives. Additionally, they may offer advice on various financial products and investment opportunities to help clients build and preserve their wealth over time.

Why join us?

Healthcare
Retirement Savings Plan
Paid Time Off
Employee Assistance Program
Tuition Assistance and Professional Development
Employee Discounts and Perks
Life Insurance and Disability Coverage

Job Details

Qualifications:

Minimum of 7-10 years of solid trust & estate paralegal experience.
Paralegal certificate or equivalent.
Proficiency in Microsoft Office Suite and legal practice management software programs.
Highly proactive with attention to detail, dependable, and extremely organized.
Excellent written and verbal communication skills.
Superb proofreading skills and clear and concise communication skills.
Ability to manage multiple tasks, prioritize deadlines, and effectively problem solve.
Understanding of confidentiality and ethical obligations in handling sensitive client information.
Notary commission preferred.

Responsibilities:

Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
Assist attorneys by drafting letters, memos, and related documents.
Coordinate with clients to gather necessary documentation, such as financial records, property deeds, and beneficiary information.
Manage client communication, including regular status updates on estate planning matters.
Organize and maintain client files, ensuring accuracy and completeness of documentation.
Collaborate with attorneys, staff, affiliated companies and to provide exceptional client service and support.
Coordinate appointments with clients and attorneys.
Provide administrative support to attorneys and paralegals.
Other duties as assigned by management/stakeholders.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.