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Title : Paralegal

Location : Texas - San Antonio
Refer to Job # HPLD858294

Paralegal Responsibilities: Formatting Estate Planning Documents. Communicate with county courthouses to coordinate and schedule hearings. Assist in preparing homestead applications, deeds, and drafting letters for attorneys., Update, manage and operate the Client Relationship Manager (CRM) system. Witnessing/notarizing the signing of documents. Preparing documents to close client matters. Courthouse runs to pick up and drop off documents. Manage the filing of business electronic and physical documents. Copy, scan, collate, file, and otherwise assemble and store records and documents for immediate or future use. Compose correspondence and process other forms and documents for signature or distribution. Prepare and post certified mail of legal documents to clients and courthouse/legal entities. Qualifications: Bachelor's degree or an equivalent combination of formal education and relevant work experience. 3 years of work experience in a paralegal position. Experience with legal filing procedures in surrounding counties. Previous experience with legal software and CRM is a must. Experience and established record in completing work accurately, efficiently, and timely with minimal supervision. Commitment to meeting goals and deadlines. Strong collaborative and communication skills (written and oral). Compassionate demeanor in dealing with clients undergoing planning for personal estate, end-of-life, and financial well-being. Proficiency in MS Office Suite: Outlook, Word, PowerPoint, and Excel. Proficient in using video conferencing software, such as Zoom. Proven ability to handle confidential information with discretion. Ability to remain kind and professional in a fast-paced environment. Ability to prioritize and perform multiple tasks. Preferred Qualifications: Paralegal certification. Active notary status. Experience working in the area of estate planning and probate. Experience with CLIO Manage and Clio Grow software.

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