Job purpose

The primary role of this legal assistant position is to coordinate and conduct remote online notary signings of estate planning documents with clients in multiple states. Most of the signings will be remote online notarizations for clients in Arizona and other states, but some will be in-person at our various Arizona offices. This involves preparing original documents for signing, conducting in-person or remote signing meetings with clients, and notarizing/processing the estate planning documents post-signing, including government filings.

Drafting estate planning documents utilizing drafting software (WealthDocx) is another important element of this position. The legal assistant will have "overflow" document drafting duties as a back-up to our full-time drafting paralegals during busy times and when drafting paralegals are out of the office.

In addition, the legal assistant is responsible for providing client support (particularly in trust funding follow up matters) and support for a team of attorneys and paralegals. The ideal candidate will have an eye for detail, excellent communication, typing, computer, administrative skills, and work well in a fast-paced team-centered environment. Client interaction and collaboration skills are a must. We are looking for candidates with passion for providing an exceptional client experience, and excited to be part of a rapidly growing, evolving and innovative law firm.

As the first Alternative Business Structure law firm approved by the Arizona Supreme Court, the legal assistant will be working in the same office as team members at our sister company, Trajan Wealth.

Duties and responsibilities

• Schedule, coordinate, and conduct remote and in-person estate plan signing meetings with clients in Arizona and 5 other states
• Draft estate planning documents
• Process estate planning documents post-signing, including government filings
• Conduct post-signing funding follow-up calls with clients
• Field calls regarding general client needs and inquiries
• Handle post-signing tasks such as recording of deeds, filing of LLC's, and other government filings.
• Serve as general support to and assist the attorneys and paralegals with general administrative tasks.

Qualifications

• Minimum 3 years' experience in legal assistant /paralegal role preferred
• Active notary stamp required. Remote online notary certification preferred.
• High proficiency in typing, computer, and software skills (Word, Outlook, Excel, Adobe, Zoom, document preparation program...)
• Excellent client communication and interaction skills
• Responds quickly to emails, text, and voice mail
• Excellent team collaboration abilities
• Outstanding written and verbal communication
• Strong problem-solving skills
• Ability to work in an energetic, fast-paced, open office environment with an ability to multi-task and focus amidst other activities
• Professional, positive attitude, well-organized, and detail-oriented, with a high tolerance for change.

Benefits

• Competitive Salary
• 401k with matching component
• United Healthcare PPO Medical employee coverage paid by Company
• Delta Dental and UHC Vision
• Life Insurance, Short-Term and Long-Term Disability options available and much more
• Generous holidays and PTO

Come and join a team that is making a difference in their clients and employee's lives!