Paralegal

Nelson Elder Care LawMarietta, GA

About The Position

Are you a paralegal who truly enjoys building relationships and delivering an exceptional client experience? Do you possess the finesse to communicate with empathy- making clients feel understood and valued throughout their legal journey? Are you looking to make a bigger impact and truly enjoy meeting with clients face to face? Can you take complex client needs and translate them into clear, accurate, and well- crafted legal documents? If that sounds like you, and you’re ready to be part of a compassionate team that works collaboratively to serve clients, apply today! Nelson Elder Care law isn't just a law firm; we believe in delivering more than legal documents- we deliver peace of mind. We support and advocate for clients and their families, while protecting them from the curveballs of life. We are now seeking a client-facing Estate Planning Paralegal to join our team! We're looking for a detail-oriented, relationship- driven individual with a strong emphasis on client experience and building long-lasting relationships. What you will do: The primary responsibilities are drafting and proofreading documents, conducting signing meetings, completing necessary administrative tasks, and answering client questions or concerns up to the point an Attorney is required.

Requirements

  • Excellent attention to detail and strong proofreading skills.
  • Adaptability and the ability to multitask effectively in a fast-paced environment.
  • Compassionate and empathetic approach when interacting with clients, fostering trust and rapport.
  • Ability to manage deadlines and prioritize tasks to ensure timely completion of work.
  • Strong drafting and writing skills, producing clear, accurate legal documents.
  • Exceptional communication skills, including using appropriate tone and professionalism when engaging with clients.
  • Ability to work independently and collaboratively in a team environment.
  • Self-starter with a positive attitude, resilient emotional intelligence, strong work ethic, and sound judgement.
  • Strong organizational skills and the ability to maintain thorough and accurate records.
  • Proficiency with Microsoft Office Suite and experience using legal case management or CRM software.

Responsibilities

  • Draft, revise, proofread, and finalize legal documents.
  • Ensure legal documents are prepared in a timely manner and available by the deadline to ensure sufficient time to print and prepare for the signing meeting.
  • Conduct Signing Meetings to explain documents to clients and to answer related questions.
  • Conduct Trust Activation Meetings to explain the purpose of funding the trust and assist the client in how to do this.
  • Serve as a point of contact for basic client questions that do not require an attorney.
  • Update the CRM system with meeting or call details on every interaction.
  • Communicate with clients and other parties with updates and to gather information.
  • Perform all administrative tasks, as required for the case.
  • Perform other tasks as assigned.
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