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Location : Ohio - Columbus
Refer to Job # PEJD705986
Paralegal/Legal Assistant Duties: Working exclusively in the fields of estate planning and elder law. Our initial training program is robust and includes ongoing training sessions available to all staff. Client Process Management meetings/drafting/client & internal communication. Conducting intake and closing meetings with clients. Help plan strategy for elder law legal services. Set client-specific deadlines and follow up diligently for collection of information. Review bank statements and estate planning documents to determine status of estate. Prepare documents for the transfer or liquidations assets such as life insurance, annuities and other financial instruments. Maintain case documents and progress chart and update clients on status. Facilitating Benefit Applications Start to Finish/Approval (Medicaid, PASSPORT & Veteran s Programs).
Qualifications: Previous elder law experience is a plus. Great accountability, forward thinking & self-management skills. Competent with numbers (for accountings and Medicaid applications). Able to communicate effectively with attorneys, staff, and clients. High aptitude for technology (we use custom computer software, in addition to the full Microsoft Office Suite). Desire to continue to grow and be part of a fast-paced competitive and compassionate Work Culture.
Email: firstname.lastname@example.org NO CALLS PLEASE
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