JOB REQUIREMENTS: Establish and maintain positive relationships with
clients, trustees, and family members. Communicate with clients in
person as well as through telephone, e-mail, and video conferencing on
all trust and probate matters. Gather confidential client information
and prepare initial drafts of probate pleadings, forms, and other
documents. Assist in the drafting of estate planning documents such as
wills, trusts, and power of attorney. Prepares, organizes, stores, and
retrieves case files. Prepare documents to transfer assets and
facilitate the preparation of necessary orders to divide assets.
Interact with professionals, including those for real estate appraisals,
personal property appraisals and business valuations. Develops and
maintains records regarding hours spent on specific cases. Process and
maintain electronic filings with various court systems. Perform general
office duties as necessary and assigned. ***** OTHER EXPERIENCE AND
QUALIFICATIONS: We require a High School Diploma or Equivalent.
Paralegal certificate or higher education is preferred and encouraged
but not required. We will give preference to applicants with experience
working as a legal assistant or in a similar role, but experience is not
required. Training will be provided. Understanding of legal language and
principles, research methods, WI and IL court pleadings and e-filing
processes, and other related matters. Strong computer skills with
proficiency in Microsoft Office Suite. Knowledge and proficiency of Clio
and Wealth Counsel software programs is preferred. Excellent written and
verbal communication skills; ability to adjust communication style
appropriately to meet the needs of the audience. Excellent
organizational and time management skills; ability to plan and
coordinate work independently. Excellent critical thinking/analytical
skills and ability Strong ability to plan and organize a team effort and
maintain strong professional relationships. Ability to exhibit integrity
in work product and in interactions with clients and other staff.
Ability to hold oneself accountable for actions, successes, and
failures. Ability to maintain a high degree of confidentiality. Ability
to effectively work both independently and cooperatively as part of a
team. Flexibility in the work environment and willingness and ability to
adapt to changing organizational needs. ***** APPLICATION
INSTRUCTIONS: E-Mail a Rsum: jobs@theemployergroup.com