What are the responsibilities and job description for the Legal Assistant position at Jarvis Law Office PC?
Join a Mission-Driven Team Dedicated to Serving Seniors and Families
Empathetic – Client-Focused – Servant Leader – Growth Mindset – Quality-Oriented – Team Player
At Jarvis Law, we are seeking a Legal Assistant to join our growing team. If you are passionate about helping seniors and families navigate estate planning and elder law with confidence and peace of mind, we want to hear from you.
Who We Are
Jarvis Law is a leading elder law and estate planning firm with offices in Dublin, Lancaster, and St. Clairsville, Ohio. This role can be based out of any of our three offices, but you will need to be in the office for training.
Our mission is to provide unparalleled legal services that allow families to live securely, age with dignity, and protect what matters most. We achieve this by:
- Building trust – Serving as compassionate advisors who treat clients like family.
- Providing clarity – Guiding families through complex legal matters with empathy and respect.
- Delivering excellence – Creating personalized, comprehensive legal plans with proactive communication.
About the Role
We are seeking a detail-oriented and organized Legal Assistant with at least one year of experience in legal support, particularly in drafting legal documents. The ideal candidate will have a strong understanding of legal estate documents, financial documents, legal recording requirements, and legal documentation procedures. This role requires excellent organizational skills, attention to detail, and the ability to work efficiently in a fast-paced environment.
This role is a hybrid position and can work out of any of our three offices: Dublin, Lancaster, or St. Clairsville.
Key Responsibilities
General Duties:
- Supports the vision and mission of Jarvis Law Office, PC.
- Communicate with clients and other parties to provide updates, gather information, and answer basic questions about the status of the case.
- Monitor case progress, deadlines, and important timeframes/milestones.
- Manage, prepare, and organize client files, information, and responses.
- Prepare supporting documentation such as letters, reports, etc.
- Work with other team members and the legal team for case status updates, recording updates promptly within the client’s files.
- Review upcoming calendar items and prioritize workload based on firm standard guidelines.
- Asset Review:
- Data entry into Funding Pro to create funding meeting documents.
- Draft ADR documents for the attorneys to review.
- Review of financial statements.
- Communicate with financial institutions and financial advisors to assist in the funding of a client’s assets, when necessary.
- Communicating with clients to obtain financial statements and additional documents.
- Assisting with answering client questions relating to the financial section of their case with the Firm.
- Drafting:
- Prepare trusts, deeds, ancillaries, legal correspondence, and other documents requested from any of the Jarvis attorneys.
- Review Attorney Meeting Focuser and Design information for completion and accuracy.
- Prepare for meeting(s) where legal documents are necessary within 48 hours before the scheduled meeting(s).
- Meet with the associate and legal team for case status updates.
- Monitor and track all active cases for progress and ensure proper completion through the drafting and signing process.
- Draft any necessary documents for the funding of a trust, including specific assignments, assignments of ownership interest, additional deeds, etc., as directed by the Funding team.
- Draft any necessary documents related to estate administration or Medicaid for our clients as directed by the Estate Administration or Medicaid departments.
- Assist with research on property cards to help prep the client’s file for drafting.
Qualifications
- Minimum 1 year of experience as a Legal Assistant or in a related role.
- Experience with deed processing and recording procedures.
- Experience working with deed recording requirements and legal terminology.
- Proficiency in Microsoft Office.
- Exceptional attention to detail and ability to manage multiple cases efficiently.
- Strong written and verbal communication skills.
- Strong attention to detail and organizational skills.
- Prior experience in a law firm. Experience as a legal secretary or legal assistant is especially pertinent.
- Minimum of a high school diploma or equivalent.
- Ability to work independently and meet deadlines.
Compensation & Benefits
- Base salary: $22.00/hour to $23.07/hr
- Growth opportunities within a respected and expanding firm
- Supportive, team-oriented culture
- Full-Time
- Monday to Friday
- Major Medical, Dental, Vision, and Life Insurance.
- Supplemental benefits such as Short-Term & Long-Term Disability, Critical Illness, Accident, and Voluntary Life.
- 401(k) with a match after 1 year of employment.
- Paid Time Off, with accrual increasing with tenure, and nine paid holidays.
- Additional firm-specific benefits and perks.
Why Jarvis Law?
Jarvis Law is a family-owned firm that values work-life balance, flexibility, and exceptional client service. We are committed to fostering a diverse and inclusive workplace where all employees are treated with respect and have the opportunity to grow.
If you are looking to make a meaningful impact while advancing your career in estate planning and elder law, we invite you to apply.
Salary : $22 - $23