Paralegal

Maynard Nexsen • Birmingham, AL

38d • Onsite

About The Position

This paralegal position provides support to the attorneys in the estate planning, business-succession planning, fiduciary litigation, and fiduciary advice practice groups. Responsibilities include assisting the attorneys in the preparation of estate planning documents, deeds and beneficiary designation forms; preparation of certain business-planning related documents such as assignments; attending and assisting in client meetings with execution of documents; assisting with client communications; preparing closing binders and electronic transcripts of estate planning and business planning documents, assisting with corporate and court filings; obtaining Tax ID numbers; assisting with billing; assisting with electronic productions of documents and secure file sharing; and assisting with managing certain administrative tasks for the attorneys.

Requirements

• Ability to respond quickly to changing priorities and to be self-motivated, with the ability to work independently as well as part of a team.
• Excellent organizational, project-management and calendaring skills.
• Great client skills.
• Outstanding oral and written communication skills.
• Excellent document management skills.
• Great work ethic.
• Attentive to detail and able to multi-task.
• A professional attitude and professional engagement with clients and team members are essential.
• Able to handle confidential and sensitive information with discretion.
• Detail oriented and able to multi-task and work within deadlines.
• Excellent interpersonal and organizational skills and the ability to work successfully with multiple team members, interacting with employees at all levels of the organization.
• Competent to handle a variety of activities with attention to detail and quality, with the ability to follow through and follow up, and adapt to quickly meet changing deadlines and priorities.
• Advanced proficiency with Microsoft Office Suite applications, including Word, Excel, Outlook, PDF software, and DocuSign.
• Proficient in or willing to learn software for secure file sharing and billing.
• Ability to complete multiple tasks and a high volume of work on short deadlines and follow through on assigned tasks with limited supervision.
• Retain a high level of flexibility and resourceful problem solving.
• Exceptional verbal and written communication skills.
• Ability to handle sensitive information with the highest degree of integrity and confidentiality.
• Bachelor’s degree or equivalent education and work experience.
• At least two plus years of experience in a professional services firm with a concentration in estate planning, corporate work or litigation.

Nice To Haves

• Experience with XPressDox a plus.

Responsibilities

• Assisting attorneys in the preparation of estate planning documents, deeds and beneficiary designation forms.
• Preparation of certain business-planning related documents such as assignments.
• Attending and assisting in client meetings with execution of documents.
• Assisting with client communications.
• Preparing closing binders and electronic transcripts of estate planning and business planning documents.
• Assisting with corporate and court filings.
• Obtaining Tax ID numbers.
• Assisting with billing.
• Assisting with electronic productions of documents and secure file sharing.
• Assisting with managing certain administrative tasks for the attorneys.
• Using software to assist with the preparation of estate planning documents.
• Participation in meetings with clients, attorneys and advisors during the estate planning and estate-administration process.
• Communicate professionally and timely with clients, family members, trustees, other attorneys and professionals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level