Associate Attorney

Experience (preferred or required): Juris Doctor (J.D.) degree from an accredited law school required Admission to the New York State Bar and in good standing required NY license required 1-3+ years of experience as an associate attorney required Understanding of estate and tax planning preferred Understanding of business planning preferred Understanding of elder law preferred Analytical, legal research, and writing skills required Understand the importance of creating rapport, developing trust and becoming a holistic advisor for clients and their families required Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required Demonstrated ability to lead and inspire a team to achieve operational excellence preferred CRM software experience required; Clio preferred Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required

Essential Duties and Responsibilities:

Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning Meet with clients to understand their unique goals and assets Be a trusted advisor to clients and build relationships Grow portfolio of clients Deepen networks Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations Represent clients in court proceedings, hearings, and negotiations as necessary Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives Advise clients on tax implications, asset protection strategies, and charitable giving options Review and update existing estate plans as needed Draft and revise legal documents with accuracy and attention to detail Ensure all documents comply with applicable state and federal laws Explain complex legal concepts to clients in a clear and understandable manner Obtain client signatures and witness documents as required Cultivate and promote relationships with key business partners and fostering and promoting a culture of compliance Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies Maintain accurate and organized case files, documentation, and correspondence Build and maintain strong client relationships through responsive communication and exceptional service Respond to phone calls, texts, and e-mails in a timely fashion Follow and adhere to Company policies, procedures, and guidelines Willing to learn the industry and help us maintain and grow our marketplace position Attend business meetings and trainings as required Perform other administrative tasks and special projects as assigned Requirements Maintain a professional attitude and appearance Possess the ability to connect with a variety of personalities Live out Faithward Formula Exhibit strong leadership skills

• leads by example and helps motivate others to do their best Utilize extremely strong phone skills
• high energy and passion for helping others Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line Be enthusiastic about providing the best possible customer service for clients and customers Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments Be self-motivated and results driven with proven ability to succeed•desire to grow both professionally and personally Possess strong relationship management and the ability to drive multiple tasks to completion successfully Be a resourceful team player and a positive "can-do" attitude Have the ability to work in a fast-paced environment Think and act like an entrepreneur and take an ownership mentality in all that is done in this position Be detail oriented and helpful Have the ability to perform accurate data entry within specified time frames Possess the ability to use or quickly learn specific CRM and other business software Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization Possess excellent organization, problem solving, and planning skills Demonstrate excellent time management skills and ability to adhere to schedules/deadlines Be dependable and safety oriented Have the ability to work some nights and weekends as needed Produce a negative pre-employment drug screen and have the ability to pass a criminal background check Maintain a good attendance record and travel as required Salary Description $75,000•$125,000 per year