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Estate Planning Paralegal – Complex Drafting
Hargrove Firm. Maintain the database of clients, financial advisors, and legal team; monitor progress, log activity, provide updates, and enter/update data .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Estate Planning, including drafting documents and managing client interactions. Proficient in coordinating schedules and providing technical support for various tools and systems.
Highest-signal resume keywords
Estate Planning Document DraftingCase ManagementMicrosoft Word ProficiencyZoom ProficiencyCustomer Service Commitment
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Estate PlanningDocument DraftingProject ManagementData EntryCalendar Coordination
Soft Skills
Attention to DetailTime ManagementVerbal CommunicationWritten CommunicationTeam Collaboration
Tools & Technologies
Microsoft ExcelMicrosoft OutlookZoomNetLaw System
Industry Keywords
Client SupportLegal AssistanceVirtual PracticeConfidentiality
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 4+ years of experience in Estate Planning and drafting Estate Planning documents required
- Prior experience with case and/or project management required
- Ability to help coordinate multiple calendars
- Proficiency in Microsoft Word, Excel, Outlook, and Zoom
- Basic proficiency in learning and navigating new technology systems
- High level of organization, time management, and attention to detail
- Excellent verbal and written communication skills
- Commitment to customer service and confidentiality
- Team-player who thrives in a fast-paced, collaborative environment
Benefits
Comp & perks- 401k with competitive matching
- Health Insurance
- Paid-Time Off
- Flexible Hours
- Fun coworkers and growth potential!