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Title : Paralegal

Location : Ohio - Sandusky
Refer to Job # BBHQ829136

Paralegal The candidate will be drafting Ancillary Documents, Info and Asset Lists, Correspondence. Assisting with Trust Funding which includes completing various forms for insurance policies. Reviewing of trust and trust related documents after drafting. Reviewing Clients original Estate Planning documents for the attorney. Assisting with gathering Client information for Medicaid Cases, reviews and organizes the information including scanning. Tracking, coordinating and following up on all document requests from banks, the Department of Job and Family Services, the client and/or applicant. Ensuring all deadlines are documented and tracked. Pulling and preparing all client files for the day's meetings to ensure all necessary materials are in the file. Providing case status reports. Responsible for knowing the status of each application, any obstacles or issues that need to be addressed, and providing status updates to the client, the nursing home and the Attorney. Overseeing all client requests and is responsible for its management. Engaging with the Team to create a collaborative culture including contributing and participating in team trainings, team builders and other growth opportunities. Coordinating the creation of billable time entries that convey the forward movement with the Billing clerk; review and analyze the tracking numbers and stay on target with Key Performance Indicators set by quarter. Keeping files updated, organized and attorneys prepared. Completing required billable hours. Assisting managing paralegal with email correspondence and calendar activity. Creating efficiencies through developing and refining the Firm's systems including the policies and procedures, examples, templates, scripts, diagrams, work-flows, and videos. Analyzing statistical information to better understand how we can improve our services and the time we spend servicing our clients. Should have 2+ years of Paralegal or Equivalent years of experience.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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