Job Description: Creating client folders in system Adding contacts into database Compiling, preparing, and mailing Welcome Packets Mailing document drafts Follow-up calls and e-mails to leads Follow-up calls, e-mails, and mailings to clients with outstanding matters Scheduling telephone and in-person meetings Ordering and maintaining office supplies, including refreshments Printing and preparing binders for meetings Printing and preparing files for court appearances Follow-up contact with vendors to verify proper filing and service process
Job Requirements: Proficient in Microsoft Word, Excel, Outlook, Practice Panther, Hot Docs/Wealth Counsel, Lexus etc. Excellent research and writing skills. Self-motivated w/ability to see a project to completion. Ability to draft various forms of trusts and estate planning docs Correspondence to clients, prepare pleadings and other documents.
To Apply: Complete the form below and upload your most current resume. You may also include a cover letter or an additional document.