Estate Planning Paralegal - Drafting 75-85K Base Plus Bonus
Trajan Wealth LLC · Scottsdale, AZ · 1 mo ago
On-siteLegal$75k/yrFull-time
Duties and responsibilities
- Draft trusts, wills, POA's, deeds, LLC's, and other estate and business planning documents
- Meet directly with clients to complete documents
- Work in-office as a member of a team of paralegals servicing both in-state and out-of-state clients
- Handle law office administrative responsibilities such as answering the phone, checking voice mail, scheduling appointments, handling mail, collecting payments, and other general administrative responsibilities.
Qualifications
- 3+ years estate paralegal experience
- 4-year college degree or a paralegal / legal assistant certificate preferred. CLDP's also welcome to apply
- Outstanding written and verbal communication capability
- Strong research and problem-solving skills
- Ability to work in a fast-paced and evolving environment with an ability to multi-task
- Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint
- A positive attitude, well-organized, and detail-oriented, with a high tolerance for change
- Experience working with WealthCounsel preferred
Working conditions
This is an in-office (not remote) position. Requires sitting, typing and working on a computer for long periods of time in an open office environment (cubicle).
Benefits
- Starting Salary of $75,000 to $85,000 depending on experience, plus bonus
- 401k with matching component up 13%
- United Healthcare PPO Medical employee coverage paid by Company
- Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
- Generous holidays and PTO