PETERSON, KOLKER, HAEDT & BENDA, LTD.

POSITION: LEGAL ASSISTANT/PARALEGAL

Thriving, fast-paced law firm, recognized as a Southeastern Minnesota Best Places to Work, two years in a row, seeking a full-time paralegal or legal assistant to work in the diverse areas of the profession including, but not limited to, estate planning, probate and trust administration, and real estate. The position is to mainly support one attorney, but our team works together and supports the workloads of others when necessary. The candidate must be reliable, organized, detail-oriented, and self-motivated. An ability to work independently and cooperatively with team members and clients, strong written and oral communication skills, good customer service, and understanding legal terminology are required. Knowledge of or an ability to learn and master Microsoft Word, Excel, Office 365, Firm management Software (MyCase), Adobe Professional, the Minnesota Electronic Filing System, and Sharepoint (part of Office 365), among other programs, is essential. A Legal Assistant/Paralegal certificate or similar work experience is preferable, but not required. This position, at times, may require overtime and work outside normal business hours as directed.

Location

Our new office is located in Albert Lea, Minnesota. The candidate should understand and enjoy the many positive aspects of rural living. After training and satisfaction of the components of an office-wide remote work policy, the candidate could become eligible for scheduled and routine days working from home.

Job Description:

Assist Clients

· Welcome and meet with clients as needed

· Obtain information and documentation from clients

· Communicate with clients via electronic mail, phone and letter as needed

· Open, manage and document exchange via MyCase client portal

Calendar

· Maintain the attorney’s calendar, arranging and setting appointments (via in-person, phone, or Teams) in Firm management Software (MyCase)

· Coordinating client meetings, transaction dates and court dates

· Reserving conference rooms for meetings or obtaining outside accommodations as needed

· Schedule and meet deadlines;

Work as Directed by Attorneys

· Provide general support to your primary attorney and other attorneys as directed and needed

· Assist other team members with projects as needed

· Accurately draft pleadings, discovery, and legal documents

· Assist in preparation and attend trials and hearings;

· Conduct legal research

· Manage cases physical, in SharePoint and in Firm management software (MyCase)

· Communicate and meet with clients in person and via telephone or electronic means

· Timely eFile and eServe documents; maintain client confidentiality

· Revise, edit, and draft legal documents and correspondences or as directed

Provide Support and Backup for Receptionist

· Direct incoming calls to the intended attorney or team member or voicemail, taking, emailing and entering into MyCase messages to attorneys and team members as needed

· Provide back-up coverage as directed by schedule or office administrator

Dictation

· Transcribe correspondence and documents from dictation

Document Drafting

· Draft, edit, and proof legal documents and correspondence

· Revise and edit legal documents and correspondence from attorney’s redline

Maintain Client Files physically and in Firm management software (MyCase)

· Open client files – physically and digitally

· Maintaining in a timely, well-organized manner all client paper files and documents in the physical file

· Maintaining electronic client files in SharePoint and MyCase

· Maintaining current client and file information in firm management software

· Closing files – including tracking closed files, return of original documents and destruction

Mail/Facsimile/Electronic Mail/Electronic Filing

· Prepare and mail, fax, or e-mail correspondence daily as directed

· Copy incoming correspondences to clients

· Electronically file and serve court documents through the eFile system

Errands

· Occasional errands as needed – including Courthouse, local vendors, local banks and abstract companies, closed file storage, other law firms and to pick up supplies

Attorney Billing

· Prepare, edit, and revise attorney draft bills and final bills as directed

Maintain Confidentiality

· Never discuss client business and/or files outside of work, even if it appears that certain information is “public”

Benefits

· 80 Hours of PTO accrued hourly over the course of a year

· ICHRA (Individual Health Coverage Reimbursement Arrangement) $500 per-month stipend.

· 3-month Short Term Disability coverage through AFLAC.

· Paid Holidays: New Year's Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving, the Friday after Thanksgiving, and Christmas Day.

· Profit Sharing on the first entry date (the first of the year) following one full year of employment.

· One day per week of scheduled remote work availability after a 6-month to one-year waiting period to establish a history of compliance with an intra-office Remote Work Policy.

*This position description is meant to outline the basic duties of the position and is not all inclusive. The Firm reserves the right to alter, modify, change or decrease responsibilities at its sole discretion.

Job Types: Full-time, Part-time

Pay: From $17.00 per hour

Expected hours: 24 – 40 per week

Benefits:

• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Profit sharing
• Work from home

Schedule:

• No weekends

Travel requirement:

• No travel

Work Location: In person