Paralegal

Paralegal FP Transitions, LLC Lake Oswego, OR Job Details Full-time $26.44 - $31.25 an hour 1 day ago Benefits Health savings account Disability insurance Health insurance Dental insurance 401(k) Paid time off Employee assistance program Vision insurance 401(k) matching Professional development assistance Flexible schedule Life insurance Referral program Retirement plan Qualifications Teamwork Microsoft Excel Microsoft Outlook Civil litigation support

Slack Full Job Description Objective:

Keep our Legal Consultants organized, supported, and informed while providing excellent service and communication to our clients.

FP Transitions Introduction:

At FP Transitions, our team helps wealth advisory firms identify, build, and realize value. We value innovation, collaboration, client-centricity, and objectivity. We are entrusted with mission-critical moments and drive life-altering business decisions.

Role Summary:

The Paralegal team is a central hub for client engagements with our Legal Consulting team. They keep our consultants organized and supported so they can focus on the client in front of them; they keep our clients informed about their ongoing status to keep them engaged and on track. This vital support person will project manage and maintain data in Salesforce, Smartsheet, SharePoint, Slack, and other tech platforms as adopted by leadership. This person handles sensitive business information confidentially and communicates with clients promptly and effectively.

Essential Functions:

Your responsibilities will include, but may not be limited to:

Coordination and Scheduling:

Coordinate workflow and communication for the Legal consulting team, including scheduling calls with multiple clients/consultants while observing multiple time zones and responding appropriately to client emails in a timely manner.

Client Information:

Set up client records and ensure all necessary information and documents are gathered appropriately, researching the client in various public and regulatory databases as needed.

Client Communication:

Participate in client onboarding calls and set appropriate expectations for the consulting process; review progress with client as needed.

Regulatory Engagement:

Work across federal and state agencies to establish and maintain client entities, including Articles of Organization/Incorporation, FEIN, S Corp elections, and related filings

Template Maintenance:

Maintain templates, updating formatting, content, and dates as needed and directed by leadership.

Document Drafting:

Participate in the preparation of legal documents for clients, demonstrating strong attention to detail.

Task and Project Management:

Effectively manage your projects, ensuring milestones are met and deliverables are produced with exceptional quality.

Database Management:

Maintain accurate records of client interactions, project status, and relevant data as required by company standards.

Issue Resolution:

Identify and address potential issues or roadblocks that may arise during the client's journey, working proactively to find solutions. Preferred knowledge, skills, and abilities: To thrive in this role, the ideal candidate should possess the following qualifications:

• Exceptional communication and writing skills, maintaining strict confidentiality when appropriate.
• Proficient or greater knowledge of Microsoft Word and the rest of the Microsoft Office Suite (Excel, PowerPoint, Outlook, and SharePoint), along with Slack.
• Familiarity with Salesforce CRM and Smartsheet or a similar relational database is preferred.
• Research and reporting skills.
• Project management capability.
• Strong attention to detail.
• Demonstrated ability to manage multiple tasks, prioritize responsibilities, and maintain meticulous attention to detail.

Education and Experience:

• Experience in a related field or position is strongly preferred (e.g., legal support, paralegal, legal assistant, etc.).
• A degree (Associate or higher) or certificate in paralegal studies is preferred.
• Experience in the wealth management/financial services industry is preferred.
• Proven experience in project coordination or management, with a track record of successfully delivering projects on time and within scope. Compensation and Benefits
• Salary $26.44-$31.25 per hour DOE
• Medical, Vision, Dental, 401k with 25% employer match.
• Company lunches, snacks, and team-building events.
• Company holidays (including employee's birthday) and accrued PTO. Physical factors & working conditions:
• Full-time non-exempt; office environment, hybrid remote possible with manager's approval; minimal travel required.

Job Type:

Full-time Pay:

$26.44 - $31.25 per hour

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Retirement plan Vision insurance

Work Location:

In person