Hybrid Associate Attorney

Posted last month

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About the role

  • Remote, client-facing associate attorney role; upon hire an office will be located and leased convenient for attorney and clients
  • Actively seek and onboard new clients using sales, persuasion, and communication skills
  • Host and speak at public workshops educating probable clients about estate and financial planning options
  • Meet in person with probable clients for first consultations and gather necessary information
  • Engage and influence clients to move forward with preparation of estate planning documents
  • Review drafts of estate plans to ensure they meet client needs and wishes
  • Utilize legal technical knowledge and fiduciary responsibility to make individualized recommendations
  • Conduct document signing appointments with clients, including notarization and plan explanations
  • Assess opportunities to provide integrated estate and financial planning
  • Record detailed notes of all meetings and phone calls electronically within the client database
  • Meet weekly with assigned mentor attorney to discuss complicated client matters and technical questions
  • Communicate with clients, attorneys, financial advisors, and staff and respond to requests via email and telephone
  • Work collaboratively with the team

Requirements

  • Excellent time management, problem-solving, and communication skills
  • Juris Doctorate and Licensed as an Attorney
  • Computer skills including experience with Microsoft Office and Apple
  • Ability to work early evenings twice a month required
  • Customer service experience
  • No estate planning specific experience needed

Benefits

  • Generous base with bonus, based on experience
  • Continuous & ongoing attorney mentorship
  • Flexible PTO
  • Health insurance with company contributions to premiums
  • Dental insurance
  • Vision insurance
  • Maternity/Paternity leave after 1 year of employment
  • 401k with matching benefits

Job title

Associate Attorney

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Postgraduate Degree

Location requirements

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