Hargrove Firm

Paralegal

• Maintain the database of clients, financial advisors, and legal team; monitor progress, log activity, provide updates, and enter/update data
• Communicate with financial advisors and clients to ensure they properly engage and complete required tasks
• Orchestrate and maintain synchronized calendars for virtual meetings involving clients, attorneys, and financial advisors
• Monitor and respond to inquiries through online support via chat, email, and video meetings
• Provide technical guidance to users on the NetLaw system, video conference tools, and other technology
• Assist attorneys with client support needs, including document drafting, preparing final documents, and client follow-up communications
• Complete other tasks as assigned by management
• Assist in the oversight and training of legal assistants for the virtual practice

Explore Estate Planning Paralegal – Complex Drafting at Hargrove Firm. Review requirements and application details.