Job & Volunteer Archives
Paralegal
Employer
Upstate Elder Law- A Division of LawyerLisa, LLCStart Date
September 3, 2024Location
Simpsonville, South CarolinaPosition Description
Overview:
Work to help Attorneys with their delivery of legal services under the supervision of an Attorney. The duties of a Paralegal include completing administrative work related to drafting estate planning documents, probate preparation, recording documents, interacting with clients to answer questions and understand and meet their needs, and performing legal research.
Primary Job Duties:
• Monitor email inbox
• Forward and handle emails as appropriate and in a timely manner
• Maintain effective communication with clients
• Forward all necessary correspondence to clients
• Timely file documents with the courts
• Verify engagement letters are completed in all files
• Calendar all appropriate deadlines
• Prepare drafts of probate/estate planning/elder law documents
• Answer estate planning/probate questions from clients
• Schedule meetings for clients as needed
• Apply changes requested by clients to appropriate documents
• Assist attorneys as needed
• Job duties as assigned
• Alert supervisor of any suspicious activity or suspected fraud
Required Experience
Qualifications:• Excellent written and verbal communication skills, including listening skills to understand clients' issues
• Experience working in WealthCounsel is a plus
• Writing skills - polished, thorough, and accurate
• Able to conduct legal research using a variety of methods, including traditional work at a law library, internet research, and legal research databases
• Attention to detail
• Able to multitask and manage tasks and caseloads, and have strong organizational skills
• Strong interpersonal skills to work well with different departments to ensure tasks are completed
• Able to work well under pressure and meet tight deadlines
• Adaptability – able to be flexible and adaptable in their approach to work
