Paralegal / Legal Assistant

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Overview:
Erin Patterson Law, PLLC is seeking a full time Paralegal/Legal Assistant to join our busy boutique law firm located in the Dilworth neighborhood, just outside of Uptown Charlotte. The firm focuses solely on estate planning and estate administration, serving clients in both North and South Carolina.

Professional qualifications:
• College graduate
• 2+ years experience in estate planning, probate, and trust administration
• Experience supporting multiple attorneys and working directly with clients
• Proficiency with Microsoft Office and Adobe and knowledge of or ability to learn legal software used by the firm
• Notary Public certification a plus but not required

Personal qualities:
• Key: Client service, organization, attention to detail, communication skills
• Enjoys being part of an energetic, fun-loving team and in a fast-paced environment
• Demonstrates a positive, solutions-oriented attitude and exemplary work ethic
• Possesses superior organizational skills and extreme attention to detail
• Ability to multi-task and prioritize tasks with daily, weekly and longer-term deadlines
• Displays strong verbal and written communication skills
• Takes the initiative to “think ahead” as a proactive, energized self-starter
• Willing and eager to learn and accept feedback
• Exhibits compassion and empathy for clients facing personal struggles
• Maintains exceptional professionalism and the highest ethical standards and confidentiality for all client matters
• Punctual in arriving to work and preparing for client conferences
• Flexible and can work well independently and also collaboratively with team members

Responsibilities:
• Effectively manage a robust caseload by prioritizing tasks, understanding the internal and external parties involved, and monitoring relevant deadlines
• Organize and maintain voluminous electronic client files and documents
• Draft probate and estate administration documents such as court filings and accountings for attorney review
• Draft estate planning documents for attorney review
• Assist attorneys in preparation for client conferences including reviewing intake information, financial data, client background and goals
• Attend client conferences with attorneys, take notes, and coordinate with administrative staff regarding cases
• Assist clients by answering questions and providing instructions on non-legal matters
• Prepare, review and deliver correspondence and documents to clients, government agencies, financial institutions, and other professional advisors
• Occasional travel to courthouse to file documents and review probate files
• Achieve clearly-communicated billable hour goal and properly capture time according to guidelines

What we offer:
• A culture where expectations are clear and hard work is balanced with flexibility
• The ability to work with and learn from sophisticated clients and talented professionals
• An emphasis on teamwork, collaboration, and strong internal communication processes
• An environment where creative ideas are welcomed and expected
• An intentional and thorough review process with care given to personal development

Schedule, compensation and benefits:
• Full Time, in-office position
• Competitive pay commensurate with experience and bonus potential
• Medical, dental, vision, and retirement plan benefits
• Half-day Fridays; Generous vacation policy and paid holidays
• Monthly cell phone stipend
• Opportunities for advancement