Estate Planning Paralegal in Cleveland, OH| LawFirmStaff

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Title : Estate Planning Paralegal

Location : Ohio - Cleveland
Refer to Job # AEZN732952


Estate Planning Paralegal The candidate will play the vital role of being the main line of communication with our clients. Help manage and execute legal estate plans. Greet each prospect and client. Communicate with clients via email and telephone on a daily basis. Sit second chair with the attorney and take notes, following up with clients after. Draft documents for the different client packages and run meetings with clients. Help with filing, maintaining office supplies, appointment scheduling, and event workshop support. The candidate must have 2 years of paralegal work experience. Must be able to provide our clients with competent service. Should be self-motivated and respected by the attorneys, taking on a role more similar to a junior attorney than an office manager. Must have excellent communication and interpersonal skills. Should have excellent grammar, spelling, writing, and proofreading skills. Must have proficiency with Microsoft Office. Should have familiarity with CRM system. Must have a valid driver's license and a clean driving record. Should have willingness to travel between offices. Previous drafting experience is preferred.
 
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