Paralegal – Fiduciary Litigation

Essential Duties & Responsibilities

• Attend initial client interview with attorney, take notes and assist in getting all pertinent data.
• Organize client file.
• Calendar deadlines, and ensure deadlines are met.
• Investigate and analyze factual matters.
• Interview witnesses.
• Arrange for service of process.
• Draft requests for admissions, requests for production, requests for disclosure and interrogatories.
• Work with attorney and client in answering interrogatories, requests for admissions, requests for production, and Initial Disclosures.
• Assist client with gathering documents to be produced.
• Manage online document database.
• Review client documents for relevancy, privilege.
• Prepare and maintain documents for production.
• Prepare privilege logs.
• Depositions.
• Set up depositions, draft notice or subpoena and arrange for reporter.
• Contact witnesses.
• Prepare paper exhibits.
• Digest and index depositions.
• Pre-Trial Schedule and notify witnesses requested by attorney and assist in preparing for trial testimony.
• Work with experts and witnesses to gather and organize documents and exhibits for deposition.
• Organize trial notebook.
• Draft pre-trial motions.
• Aid attorney as requested with preparation of trial brief.
• Draft list of suggest voir dire questions for attorney; take notes during voir dire and assist with jury selection.
• Prepare exhibit and witness lists.

  Qualifications

  • Proficient knowledge of Microsoft 365 – Word, Outlook, PowerPoint, and Excel.
  • Working knowledge of legal documents, formatting, table of contents, styles, track changes, pdf documents – inserting and labeling, converting pdf documents to Word.
  • Proficient skill level with Relativity, or other e-Discovery platform.
  • Ability to proofread and perform editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and legal case matters; perform non-complex arithmetic calculations when verifying calculations on forms and documents; maintain records and filing systems.
  • Ability to transcribe legal documents, correspondence, and reports from rough draft or dictation.
  • Ability to organize and prioritize numerous tasks and complete them under time constraints.
  • Ability to work in a fast-paced environment.
  • Interpersonal skills necessary to communicate and follow instructions effectively from a diverse group of clients, attorneys, and staff, and to provide information with courtesy and tact.
  • Ability to travel locally and nationally in private or public transportation.

    Education

    • Bachelor’s degree from an accredited college or university preferred.
    • High school diploma or GED; paralegal certification required.
    • Substantial equivalent work experience may be considered in lieu of a degree or paralegal certification.

      Years of Experience

      • Minimum of 5 years’ experience within a law firm with demonstrated knowledge of complex issues within fiduciary litigation practice area.

        Working Conditions

        • Normal office environment with little exposure to excessive noise and temperature.
        • Work occasionally requires more than 40 hours per week to perform the essential duties of the position; may require irregular hours.