Estate Planning Paralegal in Columbus, OH| LawFirmStaff

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Title : Estate Planning Paralegal

Location : Ohio - Columbus
Refer to Job # CSPH733699


Estate Planning Paralegal Duties: Play the vital role of being the main line of communication with our clients. Provide clients with competent service. Taking on a role more similar to a junior attorney than an office manager. Get to help manage and execute legal estate plans. Interact with clients. Greet each prospect and client with a warm, down-to-earth smile, helping them feel at ease. In addition to in-person appointments with clients, communicate with clients via email and telephone on a daily basis. Draft documents for the different client packages and run meetings with clients in the later stages of the process. Do help with filing, maintaining office supplies, appointment scheduling, and event workshop support. QUALIFICATIONS: 2 years of paralegal work experience. Excellent grammar, spelling, writing, and proofreading skills. Proficiency with Microsoft Office. Familiarity with CRM system. Previous drafting experience is preferred. Excellent communication and interpersonal skills. During meetings, sit second chair with the attorney and take notes, following up with clients after.
 
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