JOB RESPONSIBILITIES

Heavy drafting of estate planning documents using WordPerfect, Word, Excel, Power Point
Efiling court documents with court
Business succession planning knowledge
Maintaining master client list, business entities status list
Must be able to manage and create client files, coordinate meetings, answer phone calls, take notes/messages and redirect calls when appropriate, manage emails and calendar for attorney
facilitate the meeting of deadlines by keeping multiple agendas and provide timely reminders
Input time for billing.

CANDIDATE QUALIFICATIONS

Willingness to learn and ability to follow instructions.
Excellent work references for work ethic, attendance and customer service skills.
Ability to produce professional correspondence using Word, WordPerfect & Excel.
Must be exceptional in grammar and typing abilities. Demonstrates exceptional proficiency in proofreading, oral, and written communication skills
Ability to manage multiple tasks/clients/job duties throughout the day
Ability to multi-task and being comfortable with a diverse pool of people within a fast-paced environment, remain flexible and manage changing priorities
Ability to pass a background check Benefits include: Matching 401K, paid insurance, parking and vacation.

Salary is competitive based on experience.

Experience required:

At least 1 year in estate planning. Resumes only-no phone calls

Job Type:

Full-time Pay:

$55,000.00

$70,000.

00 per year

Benefits:

401(k) 401(k) matching Free parking Health insurance Paid time off Ability to

Relocate:

Dallas, TX 75206: Relocate before starting work (Required)

Work Location:

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