What are the responsibilities and job description for the Paralegal/Legal Assistant position at Brehmer Law LLC?
Brehmer Law LLC is a firm offering legal services wherever life takes you. From business and tax law to estate planning services, we have our clients covered. Our owner is a licensed attorney and Certified Public Accountant (CPA) who guides his clients through their legal situation with thoughtful counsel and sound advice based on over a decade of experience.
Position Overview
We are seeking a detail-oriented and highly-motivated self-starter to join our team. The ideal candidate will have experience in business transactional support, be proficient in Microsoft Office, possess strong organizational skills and have exceptional communication skills.
Responsibilities
· Candidate will be responsible for drafting Estate Planning Documents including, Wills and Trusts, Property POAs, Healthcare POAs, Living Wills and HIPAAs
· Work directly with clients, beneficiaries and financial advisors
· Answer questions and provide information to prospective and current clients
· Provide overall support to attorney's business needs, scheduling appointments with clients, responding to emails and recording and storing client information
· Schedule client meetings both in-person and via zoom
· Prepare final documents for execution of Estate Plan documents
· Coordinate execution of Estate Plan documents with clients and act as a Notary or Witness at signings
Qualifications
· Responsible, reliable and confident speaking with clients, attorney's and financial advisors
· Previous experience with Estate Planning Documents beneficial but not required
· Excellent communication skills with ability to interact professionally with staff, attorneys, paralegals, clients and advisors
· Ability to work independently as well as with a team, have an acute attention to detail and multi-task and prioritize while working in a deadline-driven environment
- Strong technical skills, particularly Microsoft Office
Benefits
· Simple IRA
· Simple IRA Matching
· Paid time off
· Health Insurance
· Life Insurance
· Short Term Disability
· Cellphone Allowance
· Competitive salary and bonus opportunities
Please submit resume for consideration to ARosenbeck@brehmerlawllc.com.
Job Type: Full-time
Work Location: In person