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Estate Planning Paralegal/Case Manager Estate Planning Law Office (walnut creek)

$75,000-95,000

47 Cameo Ct, Walnut Creek, CA 94597, USA

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Absolute Trust Counsel is a small, established law firm in Walnut Creek focusing on estate planning, trust administration, probate, Medi-Cal planning and special needs planning. We are seeking a full-time Paralegal focused primarily on estate planning matters that can work a hybrid schedule. The person in this roll will provide a high level of support to our clients, affiliates and our team. Our first priority is our clients' well-being, and we take great pride in making our planning processes pleasant, convenient and efficient. The right candidate is someone who has a desire to learn, implement effective systems and an interest in helping families through the after death process. About This Position - Essential Duties and Responsibilities: • Draft and edit legal documents • Prepare, edit and send basic correspondence • File and retrieve documents • Maintain client database accurately • Manage tasks efficiently • Acclimate and assimilate to our firm culture • Full-time, Monday through Friday, 9:00 AM to 5:00 PM (hybrid or remote) About You and Our Requirements: • Minimum of three years of directly relevant experience • Warm, kind, friendly and easy-going • Organized and able to prioritize • Excellent proofreading, written and oral communication skills • Able to follow instructions and work efficiently • A team player • Experience in a fast-paced work environment • Able to multi-task and deal with interruptions • Strong work ethic and high level of integrity • Self-aware • Reliable and punctual • Able to recognize and admit your mistakes and learn from them • Detail-oriented and a problem solver • Interested in what you are doing and why • Knowledge of relevant software including MS Office Suite, Clio a plus! If you think you're the right person for the job, ***send your resume*** by replying to this job posting, and ***complete our form*** using the link below: https://docs.google.com/forms/d/e/1FAIpQLSdjprpy7BAm8zMu6ffWbEsLZDOp38eg5d7htCR2mZfonN51bg/viewform?usp=header Applicants may be contacted by telephone for an interview. No telephone calls or walk-ins, please. Absolute Trust Counsel is dedicated to helping people make informed decisions about the management of their assets and health care. We strive to provide a work environment that enables every Team Member to reach the highest possible level of professional and personal fulfillment. http://www.absolutetrustcounsel.com

Source:  craigslist View Original Post

Location
47 Cameo Ct, Walnut Creek, CA 94597, USA
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