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Lacy Katzen LLP is Hiring an Elder Law & Medicaid Planning Paralegal Near Rochester, NY
Essential Job Duties
- Coordinates with banks, financial advisors, CPAs/accountants, care managers, social workers, Department of Social Services, Social Security, Veterans Administration, clients' family, etc.
- Researches, gathers, and accurately analyzes bank and financial statements to determine assets and traces all meaningful financial transactions within previous 5 years.
- Implements asset protection plans created by attorneys and identifies problems that require attorney involvement or intervention.
- Accurately prepares and completes the various components of the Medicaid application process within required timeframe.
- Travels to clients in the community (e.g., offices, banks, homes, hospitals, nursing homes, apartments, etc.) as needed.
- Maintains client file and assists with closing file upon case completion.
- Maintain time entry of required billable hours.
- Provides excellent internal and external client service on the telephone and in person according to LK policies.
- Maintains confidentiality and discretion in client matters.
- Acts as a team player with projects, overflow work and vacation coverage.
- Establishes and maintains positive relationships firm wide.
- Assumes responsibility for resolving problems and issues that arise, bringing to the attention of the Attorney as needed
- Abides by all regulations, policies, work procedures, and instructions.
- Respectable, friendly, and helpful.
- Produces high quality accurate work in a fast-paced environment.
- Demonstrates excellent client service.
- New York State Notary, preferred
- Knowledge of annuities, life insurance, investment products, and income tax.
- Strong aptitude for numbers ' accounting background
- Demonstrated ability to work collaboratively in a team and ability to work independently and on a proactive basis with minimal supervision.
- Ability to establish priorities and meet tight deadlines.
- Excellent verbal and written communication
- Proficient computer skills including Outlook, Word, Excel & ATO
- Flexible and adaptable
- Strong organization and time management skills
- NY State Driver's license required
- Must utilize personal vehicle for firm travel
- Must maintain automobile insurance with a minimum of $100,000 Combined
- Single Limit Liability Insurance for Bodily Injury and Property Damage
- Bachelor's degree preferred.
- Minimum 3 years' Paralegal experience preferred.
- Medicaid or Elder Law paralegal experience preferred.
Benefits Of Working At Lacy KatzenLacy Katzen LLP offers a supportive work culture, competitive salary commensurate with experience. Our full benefits package includes health, dental, vision, retirement, paid time off, and paid holidays. We reward our employees with recognition, parties and events, continuous education opportunities, and growth opportunities.
Our firm is proud to have received recognition as a Democrat and Chronicle Top Workplace for the past _ nine _years consecutively. We attribute this to our great team of people and a supportive, growth oriented and family friendly culture!
Job Summary
Full Time
Business Services
$70k-87k (estimate)
06/04/2024
06/25/2024
lacykatzen.com
ROCHESTER, NY
50 - 100
1950
PETER T RODGERS
$5M - $10M
Business Services
Related Companies
About Lacy Katzen LLP
Lacy Katzen LLP is a full-service law firm located at 600 Bausch & Lomb Place, Rochester, New York 14604. Our main office can be reached at 585-454-5650. Our practice areas include: Auto Accidents, Business, Corporate & Banking, Elder Law, Estate Planning & Administration, Family Law, Litigation, Medicaid Planning, Medical Malpractice, Nursing Home Negligence and Abuse, Personal Injury & Wrongful Death and Real Estate. Lacy Katzen attorneys are licensed to practice in the state of New York. Several Lacy Katzen LLP attorneys are also licensed to practice in other states. This page may constitut ...
e advertising in some jurisdictions under the applicable laws and ethical rules. Prior results do not guarantee a similar outcome. This page makes use of licensed stock photography. All licensed stock photography on this page is for illustrative purposes only and all persons depicted are models. Nothing on this page, or in links provided on this page, constitutes legal advice or the practice of law. Nor does viewing this page form an attorney/client relationship. All visitors should consult with a qualified legal professional regarding their individual questions, needs, or issues that may be of concern. We are not responsible for any action taken by a reader based upon any information on this site. All of the content on this site is for general informational and educational purposes only.
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