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Location : Florida - Tampa
Refer to Job # MRTZ804766
Elder Law Paralegal/Legal Assistant The candidate's responsibility is to draft documents detailing assets and income sources and other documentation, proposed plans, and confirmed plans. Legal documents for Estate Planning and to establish Medicaid Eligibility. Would be responsible for process Medicaid Applications. Support attorneys with various tasks including monitoring calendar daily, meeting with clients, and preparing for upcoming meetings. Will work collaboratively with the attorney in completing legal work in a timely manner. Communicate with clients via mail, email and telephone to set up appointments, discusses draft documents and changes to documents, and answer general client inquiries. Also communicate with the department of children and families, CPAs, financial advisors, insurance companies when necessary. Proactively anticipates and resolves issues quickly. Make recommendations to improve processes that will increase the service quality and efficiency and responsiveness to clients. Draft documents and revise draft documents, run final documents for execution. Drafts should be completed within 72 hours of receiving the assignment. Verify property ownership, obtain property descriptions from public records, record deeds on the land records, and verify insurance coverage when appropriate. Meet with the client initially to review the final documents and field any questions they may have, know when to bring questions to the Attorney's attention, and have the client write their initials on the documents where indicated. Use and regularly update the firm's tickler system to track file activity and to document work completed and work to be completed. Perform other duties as assigned including scanning documents and conforming documents.
The candidate should have an Associates' Degree or Certificate in paralegal studies from an ABA approved program. Must have 2+ years of experience working in an administrative assistant or secretary position. Excellent client service and communications skills both oral and written required. Should have excellent proof reading skills and attention to detail along with solid organizational skills and ability to prioritize tasks. Demonstrated experience with the Florida Access website for Medicaid applications, Microsoft Office 365 including Word, Outlook and Excel required. The ability to anticipate client needs and to avoid surprises and unpreparedness is required.
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