Job Description
Job Description
Job Description
Description:
Experience (preferred or required):
- Juris Doctor (J.D.) degree from an accredited law school required
- Admission to the Pennsylvania State Bar and in good standing required
- PA license required
- 1-3+ years of experience as an associate attorney required
- Understanding of estate and tax planning preferred
- Understanding of business planning preferred
- Understanding of elder law preferred
- Analytical, legal research, and writing skills required
- Understand the importance of creating rapport, developing trust and becoming a holistic advisor for clients and their families required
- Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required
- Demonstrated ability to lead and inspire a team to achieve operational excellence preferred
- CRM software experience required; Clio preferred
- Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required
Essential Duties and Responsibilities:
- Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate
- Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning
- Meet with clients to understand their unique goals and assets
- Be a trusted advisor to clients and build relationships
- Grow portfolio of clients
- Deepen networks
- Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations
- Represent clients in court proceedings, hearings, and negotiations as necessary
- Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives
- Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets
- Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives
- Advise clients on tax implications, asset protection strategies, and charitable giving options
- Review and update existing estate plans as needed
- Draft and revise legal documents with accuracy and attention to detail
- Ensure all documents comply with applicable state and federal laws
- Explain complex legal concepts to clients in a clear and understandable manner
- Obtain client signatures and witness documents as required
- Cultivate and promote relationships with key business partners and fostering and promoting a culture of compliance
- Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies
- Maintain accurate and organized case files, documentation, and correspondence
- Build and maintain strong client relationships through responsive communication and exceptional service
- Respond to phone calls, texts, and e-mails in a timely fashion
- Follow and adhere to Company policies, procedures, and guidelines
- Willing to learn the industry and help us maintain and grow our marketplace position
- Attend business meetings and trainings as required
- Perform other administrative tasks and special projects as assigned
Requirements:
- Maintain a professional attitude and appearance
- Possess the ability to connect with a variety of personalities
- Live out Faithward Formula
- Exhibit strong leadership skills – leads by example and helps motivate others to do their best
- Utilize extremely strong phone skills – high energy and passion for helping others
- Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line
- Be enthusiastic about providing the best possible customer service for clients and customers
- Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments
- Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally
- Possess strong relationship management and the ability to drive multiple tasks to completion successfully
- Be a resourceful team player and a positive “can-do” attitude
- Have the ability to work in a fast-paced environment
- Think and act like an entrepreneur and take an ownership mentality in all that is done in this position
- Be detail oriented and helpful
- Have the ability to perform accurate data entry within specified time frames
- Possess the ability to use or quickly learn specific CRM and other business software
- Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization
- Possess excellent organization, problem solving, and planning skills
- Demonstrate excellent time management skills and ability to adhere to schedules/deadlines
- Be dependable and safety oriented
- Have the ability to work some nights and weekends as needed
- Produce a negative pre-employment drug screen and have the ability to pass a criminal background check
- Maintain a good attendance record and travel as required
Job Tags
Local area, Night shift, Weekend work,