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Jo-Anne Herina Jeffreys, Esq. PA
Part-time Legal Assistant Experienced Estate Planning Focus
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Job Description
We are seeking a highly organized and detail-oriented Legal Assistant with experience using Clio case management software and WealthCounsel to support our legal team. This role is ideal for a professional who enjoys working closely with clients and attorneys in a fast-paced, client-focused environment. The position is part-time. Must have 3-5 years experience in Estate Planning area. Key Responsibilities
- Prepare and draft deeds and legal documents with accuracy and efficiency
- Manage cases using Clio case management software
- Assist with estate planning matters using WealthCounsel
- Maintain organized and up-to-date client files
- Communicate professionally with clients, colleagues, and third parties
- Track deadlines and ensure timely document preparation and filing Qualifications
- Familiarity with Clio case management software (required)
- Experience with WealthCounsel (required or strongly preferred)
- Proven ability to prepare deeds and related legal documents
- Exceptional organizational skills and attention to detail
- Strong people skills and professional communication abilities
- Ability to handle confidential information with discretion What We Offer
- Competitive compensation based on experience
- Supportive, professional work environment
- Opportunity to work closely with attorneys and clients