Associate Attorney

BCG Attorney Search

Tulsa, OK

JOB DETAILS
SKILLS
Apple, Attorney, Communication Skills, Customer Support/Service, Customer Training, Financial Planning, Financial Services, Legal, Mentoring, Microsoft Office, Organizational Skills, Persuasion Skills, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Resolve Customer Issues, Sales, Time Management
LOCATION
Tulsa, OK
POSTED
Today

Job Overview A law firm seeks an Associate Attorney in Tulsa, OK. This role involves engaging with clients to provide estate and financial planning services. The successful candidate will join a dynamic team dedicated to making a significant impact on clients' lives through comprehensive planning.Duties Host and speak at public workshops to educate potential clients on estate and financial planning options.Conduct client consultations, gather necessary information, and assist clients in taking action.Design and review individualized estate plans to ensure alignment with client goals.Lead document signing appointments, explain plans clearly, and address client questions.Collaborate with attorneys, advisors, and staff to deliver exceptional client service.Maintain detailed electronic records of meetings and communications.Meet weekly with a mentor attorney for ongoing guidance and professional development.Engage clients in integrated estate and financial planning discussions.Respond promptly to client needs via email and phone.Requirements Juris Doctorate and active law license.Strong communication, problem-solving, and time management skills.Comfort with public speaking, persuasion, and education-based sales.Proficiency in Microsoft Office and Apple software preferred.Customer service experience preferred.Willingness to work early evenings twice a month.Reliable transportation – personal vehicle preferred.Education Doctor of LawCertifications Active law licenseSkills Strong communication and problem-solving abilities.Time management and organizational skills.Public speaking and persuasion skills.Benefits Vision insurance401(k) with matchingPaid paternity leaveMedical insuranceDental insurancePaid maternity leave#J-18808-Ljbffr

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BCG Attorney Search