Are you an experienced legal professional passionate about helping clients and building relationships?

Are you proud of the outstanding customer experience you help provide?

Do you have impeccable attention to detail, and excellent communication skills, and are you solution-oriented?

Are you seeking a position with an incredible team, growth opportunities, and a work/life balance?

We are looking for an Estate Planning Legal Assistant with your experience and dedication to join our team. At our law firm, you will have the opportunity to work with a talented team to support our holistic approach to estate and long term care planning. We are a team that values innovation and proactivity, and we are committed to finding new and better ways to provide legal services to our clients. Our ideal candidate is proactive, driven, and team-oriented, has prior estate planning knowledge or experience, and enjoys meeting with and communicating with clients. We pride ourselves on our firm culture, and it is important to us that this be a good fit for us, as well as a good fit for you.

As a part of our team, you will be working directly with our clients both in the office and through virtual technology, conducting meetings with clients and their families, communicating and following up with clients in a timely and professional manner, and managing calendars, deadlines, and due dates. You will be handling sensitive financial documents and organizing them to help clients achieve their goals. You will provide support for other team members when needed. You will be part of a hard-working and driven team of professionals who all share the goal of providing our clients with the highest care and quality work.

Carolina Family Estate Planning offers a flexible work environment and a competitive compensation and benefits package. Our firm structure is innovative, entrepreneurial, and well-organized. We have a collaborative and robust team that all strives to provide excellent, unsurpassed services for our clients in Wake County and throughout the state of North Carolina.

Join us in our mission to make a difference in the lives of our clients and their families. Apply now to become a member of our dynamic team of legal professionals.

Responsibilities

• You will work directly with clients to gather accurate information needed for their estate plan.
• You will review open matters weekly to ensure they are on track and on time.
• You will meet with clients in person and remotely throughout their client journey.
• You will maintain accurate timekeeping records.
• You will work well independently and with other team members to provide the highest level of work for our clients.
• You will meet with clients in person to conduct signing meetings, as well as other types of meetings.
• You will handle sensitive financial information and be responsible for documenting, scanning, and saving it.
• You will provide funding support to the Legal Team.
• You will manage the department calendars and schedules for various meetings.
• You will serve in a support capacity for the Administrative Assistant when needed.
• You are able to attend an occasional after hours workshop in the capacity of Witness or Notary.

Qualifications

• You are well-organized, a fast learner, and share our growth mindset.
• You always do the right thing.
• You are passionate about helping others.
• You are detail-oriented and organized.
• You are a self-starter with the ability to work independently and collaboratively.
• You enjoy meeting and working with clients in person and remotely.
• You thrive on the success of the team and the firm.
• You follow through on your action items and promises to your clients and to the team.
• You ask questions when you need information and are comfortable asking for help.

Education and Experience

• You have 1 or more years of client-facing experience working in a law firm or professional services industry.
• You have an associate degree or above (preferred) OR Equivalent work experience
• You have strong communication skills.
• You have experience working in a deadline-oriented environment.
• You are proficient with different software and virtual technology, such as Zoom, Google Workspace, Microsoft applications, and others.
• You work in a positive manner with a variety of personnel within a team environment.
• You are an NC Notary Public or willing to become a Notary Public.

What We Offer

At Carolina Family Estate Planning, we value our team and their contributions. You'll enjoy:

• Competitive compensation: Hourly pay plus results-based incentives.
• Generous benefits package: Health insurance, PTO, and more.
• Flexible work environment: Supporting work-life balance.
• Growth opportunities: Professional education and career development.

About Us

Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.