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Legal Secretary The candidate's duties include: Preparation of legal documents and filings; Calendaring for attorneys; Communicating with clients; Word processing; Assistance with ....
Legal Assistant/Paralegal The candidate's duties include: Drafting, proofreading, and assembling documents and correspondence; Communicating directly with clients; Proactively mana....
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Location : Florida - Tampa
Refer to Job # UKTC804624
Elder Law Paralegal The candidate will 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. Will be responsible for process Medicaid Applications. Supports attorneys with various tasks including monitoring calendar daily, meeting with clients and preparing for upcoming meetings. Works collaboratively with the attorney in completing legal work in a timely manner. Communicates with clients via mail, email and telephone to set up appointments, discusses draft documents and changes to documents, and answer general client inquiries. Also communicates with the department of children and families, CPAs, financial advisors, insurance companies when necessary. Proactively anticipates and resolves issues quickly. Makes 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 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. Performs other duties as assigned including scanning documents and conforming documents. Must have Associates Degree or Certificate in paralegal studies from an ABA approved program. Should have 2+ years of experience working in an administrative assistant or secretary position. Must have excellent client service and communications skills - both oral and written. Should have demonstrated experience with the Florida Access website for Medicaid applications, Microsoft Office 365 including Word, Outlook and Excel.
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